Loans Operations Specialist

Loans Operations Specialist

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Be the go-to person for loan applications, ensuring everything runs smoothly and efficiently.
  • Company: Join a fast-growing fintech company revolutionising loan solutions for UK businesses.
  • Benefits: Enjoy a competitive salary, clear career progression, and a supportive team culture.
  • Why this job: Make a real impact in a dynamic environment while enhancing customer experiences.
  • Qualifications: 1+ years in loan operations or customer success; organised, proactive, and a team player.
  • Other info: Flexible working hours and a focus on continuous improvement and feedback.

The predicted salary is between 28800 - 43200 £ per year.

This job description is for a Sales Support Specialist position at a rapidly growing fintech company that provides innovative loan solutions for UK businesses.

Key Responsibilities:

  • Be the first point of contact for loan application administration, ensuring all documents are complete, accurate, and processed quickly.
  • Work directly with brokers and underwriters, filling in any gaps, answering questions, and ensuring nothing slips through the cracks.
  • Loan administration – KYC, guarantees, and all the formalities.
  • Manage the transition to Customer Success, ensuring all operational tasks are complete and the customer’s journey is smooth.
  • Look for ways to improve, scale, and optimise processes, suggesting tech upgrades to keep up with growth.
  • Collaborate with all teams, from sales to underwriting to customer success, ensuring alignment and efficiency.
  • Act as the bridge between the sales team and customers, keeping them informed about their applications and proactively seeking upsell opportunities.

Requirements:

  • 1+ years\’ of experience in loan operations, sales operations, customer success, or a similar role, ideally in the fintech or commercial finance industry.
  • Organised and able to prioritise tasks and manage workload effectively.
  • Personable, positive, and proactive attitude.
  • Problem-solver who thrives in a fast-paced startup environment.
  • Hard-working, team player with a customer-centric approach.
  • Self-starter who thrives on feedback and improvement.
  • Obsessed with delivering a flawless customer experience and quick to address issues.
  • Flexible with working hours, willing to go above and beyond to delight customers.

What We Offer:

  • Join a growing, fast-paced, innovative business and make an impact quickly.
  • Competitive salary with clear progression opportunities.
  • Supportive, social, and collaborative team culture.

How to Apply:

If you’re ready to take the next step in your career and thrive in a dynamic environment, please apply to this job advert. Due to the high number of applicants, we are unable to respond to each application individually.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Customer Service and Administrative

Industries

Financial Services and Banking

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Loans Operations Specialist employer: Fintellect Recruitment

Join a rapidly growing fintech company that values innovation and collaboration, offering a supportive and social team culture where your contributions can make a significant impact. With competitive salaries and clear progression opportunities, this is an excellent place for those looking to grow in the financial services sector while delivering exceptional customer experiences in a dynamic environment.
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Contact Detail:

Fintellect Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Loans Operations Specialist

✨Tip Number 1

Familiarise yourself with the fintech landscape, especially focusing on loan operations. Understanding the latest trends and technologies in this sector will help you speak confidently about how you can contribute to our team.

✨Tip Number 2

Network with professionals in the industry, particularly those who work in loan operations or customer success roles. Engaging with them can provide insights into the role and may even lead to referrals.

✨Tip Number 3

Prepare to discuss specific examples of how you've improved processes or enhanced customer experiences in your previous roles. We value problem-solvers who can demonstrate their impact.

✨Tip Number 4

Showcase your organisational skills by being prompt and thorough in any communications with us. This reflects the attention to detail we expect in the Loans Operations Specialist role.

We think you need these skills to ace Loans Operations Specialist

Loan Administration
Customer Relationship Management
Document Management
Knowledge of KYC Regulations
Attention to Detail
Process Optimisation
Communication Skills
Problem-Solving Skills
Team Collaboration
Sales Support
Time Management
Customer-Centric Approach
Adaptability
Proactive Attitude

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in loan operations, sales support, or customer success. Use keywords from the job description to demonstrate that you meet the requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your problem-solving skills and customer-centric approach. Mention specific examples of how you've improved processes or delivered excellent customer experiences in previous roles.

Highlight Relevant Skills: Emphasise your organisational skills and ability to manage workloads effectively. Mention any experience with KYC processes or working in a fast-paced fintech environment to align with the company's needs.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Fintellect Recruitment

✨Know Your Loan Operations

Make sure you brush up on your knowledge of loan operations and the fintech industry. Be prepared to discuss your previous experience in loan administration, KYC processes, and how you've handled customer interactions in the past.

✨Demonstrate Your Organisational Skills

Since the role requires managing multiple tasks efficiently, be ready to share examples of how you've prioritised workloads and kept everything organised in a fast-paced environment. Highlight any tools or methods you use to stay on top of your tasks.

✨Showcase Your Problem-Solving Abilities

Prepare to discuss specific challenges you've faced in previous roles and how you resolved them. This will demonstrate your proactive attitude and ability to thrive under pressure, which is crucial for this position.

✨Emphasise Team Collaboration

The job involves working closely with various teams, so be ready to talk about your experience collaborating with sales, underwriting, and customer success teams. Share examples of how you've facilitated communication and ensured alignment across departments.

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