At a Glance
- Tasks: Support daily operations and manage CRM data for a fast-growing business lender.
- Company: Join one of the UK's most innovative business lenders with a dynamic culture.
- Benefits: Enjoy private health care, gym membership, and generous leave policies.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Make an immediate impact while learning and growing in a vital operational role.
- Qualifications: 1-2 years CRM experience and strong data management skills required.
The predicted salary is between 30000 - 40000 £ per year.
Clover Talent are partnered with one of the UK's fastest-growing and most innovative business lenders, to recruit an Operations Assistant to support the day-to-day functions of the business. This is an excellent opportunity for an organised and proactive individual who enjoys working behind the scenes to keep processes running efficiently.
As an Operations Assistant, you will have the opportunity to learn, grow, and make an immediate impact by serving as a strategic operational anchor to the Head of Lending and Chief Commercial Officer. This highly critical, internally focused role bridges the gap between deep data systems and active floor execution.
The primary objective of this role is to manage CRM and data integration, rigorously clean sales datasets, and eliminate pipeline friction. By maintaining a flawless data ecosystem, you will ensure a rapid turnaround time for pushing correct, relevant, and time-triggered tasks directly into the sales pods. You will work hand-in-hand with frontline sales team members to understand their day-to-day data and reporting requirements, providing them with the exact visibility needed to drive portfolio monetisation, maximise floor time, and hit growth targets based on real-time business needs.
Key Responsibilities- Data Hygiene, Auditing & KPI Reporting
- Bespoke CRM Management: Take ownership of data integrity within our bespoke internal CRM, leveraging legacy platform principles (such as Salesforce) to keep system infrastructure clean
- Duplicate Profile Resolution: Systematically identify, audit, and merge duplicate merchant records across the database to eliminate fragmented communication and clean up sales workspaces
- Custom Sales Reporting & Tracking: Partner directly with sales team members to understand the specific reporting views they need; compile and deliver actionable analytics to floor staff and leadership
- CRM Note Enforcement: Continuously monitor note-logging behaviors to ensure all team interactions are tracked at the active Lead/Deal level rather than the general Merchant tab, protecting the accuracy of corporate sales reports
- Slippage Report Auditing: Deeply interrogate comprehensive floor slippage reports across all operational touchpoints to diagnose precise friction points and prevent deal leakage
- Daily Floor Task Pushes: Harvest stalling or unengaged data from the CRM and translate it into relevant, actionable, time-triggered tasks pushed directly to the sales pods daily to optimize turnaround times
- Accountability Enforcement: Project stagnant files back to primary closers under strict engagement rules (such as 24/48-hour trigger parameters) to force immediate floor intervention
- CRM & Database Administration Experience: Minimum of 1–2 years of experience managing, auditing, or administering data within a major enterprise CRM (such as Salesforce, HubSpot, or Microsoft Dynamics)
- Bespoke System Adaptability: Proven track record of quickly mastering, navigating, and optimizing proprietary or bespoke internal databases and software platforms rather than relying solely on out-of-the-box software
- Data Cleansing & Hygiene Expertise: Direct experience identifying, merging, and deduplicating fragmented data profiles, handling data integration tasks, and managing system note-logging governance
- Sales Operations or Pipeline Auditing Background: Experience working closely with high-volume sales teams to extract, monitor, and interpret pipeline metrics (such as time-in-stage, turn-around times, and slippage triggers)
- Commercial Financial Literacy (Preferred): A foundational understanding of small-to-medium enterprise (SME) funding structures, including an awareness of commercial loans, lines of credit, and facility amortisation schedules
- Stakeholder Collaboration: Demonstrated ability to work alongside both executive leadership (Head of Lending/CCO) to deliver high-level reporting and frontline sales staff to understand their daily operational task requirements
- Prior experience in a sales administration, operations, or executive assistant role.
- Experience with Salesforce
- Familiarity with SMEs in specific verticals (e.g. food & drink, professional services, construction)
- Season ticket loan
- Private health and dental care
- Subsidised corporate gym membership
- Smart Pensions contribution
- Cycle to Work
- 20 days annual leave plus 5 additional bonus days and bank holidays
Loans Operations Assistant employer: Clover Talent
Join one of the UK's fastest-growing and most innovative business lenders as a Loans Operations Assistant, where you'll thrive in a dynamic work culture that values organisation and proactivity. With a strong focus on employee growth, you will have the opportunity to make a meaningful impact while enjoying benefits such as private health care, a subsidised gym membership, and generous annual leave. This role not only offers a chance to work closely with executive leadership but also fosters collaboration with frontline sales teams, ensuring a rewarding and engaging work environment.
StudySmarter Expert Advice🤫
We think this is how you could land Loans Operations Assistant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clover Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Loans Operations Assistant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clover Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clover Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clover Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clover Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clover Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clover Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
