Commercial Operations Associate supporting global Commercial Operations team by handling CRM data audits and reporting. Collaborating with Sales, Marketing, and other stakeholders on operational tasks and data governance.
About the role
- Administrator in Mortgage Division coordinating lender-related activities and ensuring operations run smoothly. Involved in event management, invoicing, and data reporting while collaborating with cross-functional teams.
Responsibilities
- 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.
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Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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