Sales Operations Administrator (lender relationships)

About [Employer hidden — sign up to reveal]

As part of [Employer hidden — sign up to reveal], we are one of the UK’s largest mortgage clubs, giving mortgage advisers more value, opportunity and control. Our members benefit from exclusive products, enhanced rates, leading compliance support and innovative sourcing and back‑office software, enabling them to deliver a holistic service to customers.

Role Overview

We’re looking for a highly organised and detail-driven administrator to join our Mortgage Division. This is a pivotal role supporting the coordination, administration, and delivery of lender-related activity—ensuring everything runs smoothly, accurately, and on time. Working closely with Lender Relations, Marketing, and Finance teams, you’ll play a key part in supporting the delivery of events, managing operational processes, supporting invoicing, and producing high-quality management information. Internally, this role is called Lender Operations Support Assistant.

What you'll do

• Lender Operations & Administration: Coordinate day-to-day operational support for partnerships; track activity, manage purchase orders, and maintain accurate audit records; produce and deliver management information (MI) and reports.
• Events & Operational Delivery (Virtual & Face-to-Face): Support planning and delivery of events, webinars, and conferences; manage bookings, schedules, attendance tracking, and communications; provide live support during virtual events and assist with troubleshooting; prepare and proofread event materials.
• Marketing Operations Support: Help deliver lender marketing activity in collaboration with the Marketing team; maintain trackers, update activity status, and support timely invoicing; manage queries via the Marketing inbox and assist with content preparation.
• MI, Data & Reporting: Produce accurate and timely reporting for internal teams and lender partners; support MI packs, including aged debtor reporting and performance insights; maintain data integrity and carry out operational audits.
• Invoicing & Finance Support: Ensure activity is correctly recorded and ready for billing; support invoicing, reconciliation, and aged debtor processes; work closely with Finance to maintain accuracy and meet deadlines.
• Operational Governance & Improvement: Maintain CRM records and ensure compliance with operational processes; support continuous improvement by identifying efficiencies; assist with ad-hoc tasks and process reviews.

What you'll need to succeed

Essential requirements:

• Strong organisational and administrative skills with excellent attention to detail
• Ability to manage multiple priorities and deadlines effectively
• Clear and confident communication skills (written and verbal)
• Solid IT skills, including Excel and PowerPoint

Desirable requirements:

• Experience in financial services, mortgages, or a regulated environment
• Exposure to events, marketing operations, or campaign delivery
• Familiarity with invoicing, financial administration, or MI reporting

Your approach: Operationally Focused, Detail Driven, Accountable, Collaborative, Adaptable.

Important to know

Location: This is a hybrid role - where you'll need to be able to spend up to 3 days each week in our Huddersfield office at [Employer hidden — sign up to reveal] House, St Andrew's Road, Huddersfield, HD1 6NA.

Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

[Employer hidden — sign up to reveal] plc and all the businesses within it adopt a zero-tolerance approach to discrimination. We are committed to providing equal opportunities.