Lender Operations Support Assistant

Role Overview

• 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
• 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, ensuring everything is accurate and ready
• 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
• 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
• 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
• Maintain CRM records and ensure compliance with operational processes
• Support continuous improvement by identifying efficiencies and enhancements
• Assist with ad-hoc tasks, projects, and process reviews

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
• 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

Benefits

**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.**** **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. *