Finance Administrator

Description:

Finance Administrator

LS25, Leeds

£26,000 - £28,000

Mon – Thurs 9am – 5pm / Fri 9am – 4pm

Looking for someone to start asap

Job Purpose

We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products.

The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail.

You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process.

Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services.

Job Responsibilities

Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion

Maintained accurate client records, financial information and case notes using CRM and internal systems

Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records

Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders

Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications

Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines

Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures

Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases

Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers

Processed invoices, lender commissions, procurement fees and maintained accurate financial records

Reconciled payments, commissions and administrative fees while supporting month end reporting activities

Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process

Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers

Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements

Assisted with the preparation of management reports, case tracking reports and business performance data

Supported senior management with administrative tasks, diary management, document preparation and meeting coordination

Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function

Maintained strict confidentiality when handling sensitive financial and personal client information

Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment

Key skills required

Experience using Xero (invoicing, reconciliations, financial records)

High-volume invoice and commission processing

Document verification (bank statements, accounts, proof of income)

Strong organisation and ability to manage multiple priorities

High attention to detail in fast-paced environments

Customer service and professional communication

EMA25