At Northreach, we partner with ambitious businesses across financial services, fintech, and digital sectors—connecting them with exceptional talent.
We’re looking for a highly organised and proactive Pre-Application Specialist to join a fast-growing lending team. This is a key role within the sales function, supporting the journey from initial enquiry through to underwriting—ensuring a seamless and efficient lending process.
💼 The Opportunity
Working closely with Sales Specialists, you’ll play a pivotal role in progressing deals, coordinating due diligence, and managing relationships with both internal teams and external stakeholders. If you thrive in a fast-paced financial environment and enjoy keeping complex cases moving, this could be the perfect next step.
🔍 What You’ll Be Doing
• Supporting the progression of enquiries through to underwriting
• Managing due diligence, including background checks and verification processes
• Chasing outstanding documentation from brokers, clients, and internal teams
• Coordinating valuations, solicitor quotes, and ID verification
• Routing deals through the correct lending streams (e.g. bridging, refurbishment)
• Maintaining accurate CRM records and case updates
• Supporting new business follow-ups during peak periods
• Assisting with broker onboarding and accreditation processes
🤝 Building Relationships
• Acting as a key point of contact for brokers and clients
• Liaising with internal teams (Sales, Legal, Risk) and external partners (surveyors, solicitors)
• Coordinating site inspections and ensuring reports are delivered within SLA
• Keeping all stakeholders informed on case progress
• Maintaining strong working relationships to ensure smooth deal execution
🧠 What We’re Looking For
• Experience in a sales support, operations, or financial services environment
• Strong organisational skills with the ability to manage multiple cases
• Excellent communication and stakeholder management skills
• High attention to detail and strong analytical thinking
• Proficiency in CRM systems and Excel
• A proactive, problem-solving mindset
⭐ Nice to Have
• Experience within bridging finance or property finance
• Exposure to customer due diligence processes
• Background in a fast-paced financial services environment
• Strong relationship management experience
🔥 What You’ll Need to Succeed
• A passion for delivering excellent customer experience
• Strong relationship-building skills across all levels
• The ability to prioritise effectively and think logically
• A driven, resilient attitude with a “get it done” mindset
• Curiosity, adaptability, and a desire to continuously learn
🎁 What’s in It for You?
• Competitive salary with regular reviews and discretionary bonuses
• Hybrid working and flexible hours
• Generous holiday allowance + additional leave for key life events
• Option to buy or sell annual leave
• Life assurance, income protection, and healthcare support
• Enhanced parental leave
• Ongoing training and career development opportunities
• A collaborative, people-focused culture with strong wellbeing support
📍 Working Pattern
Hybrid working with flexibility, plus occasional office attendance and events as required