Senior Administrator – Secured Loans

Senior Administrator – Secured Loans

Full-Time - Remote

We are seeking a highly organised and proactive Senior Administrator to support our managers in monitoring and maintaining the efficiency of our bespoke sourcing system and CRM. The successful candidate will play a pivotal role in ensuring operational excellence by overseeing key administrative tasks, facilitating communication, and supporting our secured sales team.

Key Responsibilities

System & CRM Monitoring:

• Ensure compliance with standards by monitoring the bespoke sourcing system and CRM.
• Manage new leads, booked calls, and appointments within SLA timelines
• Oversee communication tasks, ensuring Clients are supported promptly

Team Coordination & Management:

• Manage team schedules including holiday and sickness, ensuring team workload is balanced.
• Oversee daily distribution of tasks for Advisers who are on leave
• Verify handovers and final preparations for advisers taking leave

Operational Efficiency:

• Address potential cancellations immediately following the set process
• Resolve unassigned communications efficiently via designated channels

Adviser Support:

• Respond promptly to Client queries and follow up on outstanding documents
• Ensure Client documents are returned and their cases progress

Required Skills & Experience

• Proven experience as a Senior Administrator or similar role in brokerage or financial services
• Strong knowledge of CRM systems and workflow management
• Exceptional organizational, multitasking, and communication skills
• Ability to work independently in a remote setting
• Proficiency in Microsoft Office Suite, particularly Excel

Preferred Experience

• Experience in secured lending or mortgage brokerage.
• Familiarity with sales management playbooks and SLA adherence.

Perks and Benefits

• 29 days holiday, including Bank Holidays (increasing with length of service, up to 33 days).
• Monthly Perkbox perks: great deals on holidays, shopping, cinema tickets, car and much, much more.
• Company Pension Scheme with True Potential Investor.
• The ability to work from home, permanently, with all IT equipment provided.
• BUPA private medical insurance (after probation)

Of course, we are an equal opportunity employer. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.