Loans Operations Specialist

My client is a rapidly growing fintech company revolutionising how UK businesses manage their cash flow by providing them with innovative and flexible loan solutions. Their mission is to empower SMEs by offering them the financial tools they need to grow and thrive, all backed by quick decisions and easy-to-use technology.

As they expand, they are looking for a Sales Support Specialist to join the team. The Loan Operations Specialist is the glue that holds everything together, making sure our loan applications move seamlessly from start to finish. This is not your average role; you’ll be working at the heart of the sales team, helping ensure we deliver a smooth and efficient experience to customers, partners, and internal teams alike. From managing documentation and helping customers onboard to driving operational excellence, you’ll be an integral part of a company that’s scaling fast. This role offers hybrid working, with 3 days a week based in the office in Central London.

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.
• You’ll be the one looking for ways to improve, to scale, to optimise. Whether it’s streamlining processes or suggesting tech upgrades, you’ll help us keep up with our incredible growth and ensure we’re always working smarter, not harder.
• Collaborate with all teams, from sales to underwriting to customer success, to make sure we’re all on the same page and moving fast.
• Be the bridge between our sales team and customers. You’ll ensure customers know what’s happening with their applications, and proactively look for upsell opportunities when allowances are tight.

Requirements:

• 1+ years' of experience in loan operations, sales operations, customer success, or a similar role, ideally but not limited to the fintech or commercial finance industry
• Organised and able to prioritise tasks and keep on top of workload
• Personable, positive and proactive attitude
• Problem-solver who thrives in a fast-paced, startup environment
• Hard-working, team player, customer centric
• Excellent communication skills
• You’re always thinking about ways to optimise and improve processes. You’re a self-starter who doesn’t need constant supervision but thrives on feedback and improvement
• You’re obsessed with delivering a flawless customer experience. When things go wrong, you’re the first to jump in and fix it.
• You’re not a 9 to 5er. Startups are hard and that means going above and beyond to delight our customers, which can happen at all times of the day.

What We Offer:

• Join a growing, fast-paced, innovative business and make an impact quickly
• Great salary with clear progression opportunities based on results
• 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 unfortunately unable to respond to each application individually.