At a Glance
- Tasks: Manage credit-approved deals from start to finish, ensuring smooth operations and compliance.
- Company: Join a dynamic financial services company focused on innovation and service excellence.
- Benefits: Enjoy generous time off, remote work options, and tailored professional development.
- Other info: Experience a hybrid work model and enjoy a range of family-friendly benefits.
- Why this job: Make a real impact in the lending industry while growing your career in a supportive environment.
- Qualifications: 2-5 years in financial services with a focus on lending operations and compliance.
The predicted salary is between 40000 - 50000 £ per year.
About the Role
As a New Business Operations Manager you will support the delivery of credit‑approved deals through to drawdown, working closely with internal teams and third‑party suppliers. You will focus on execution, service quality, and maintaining momentum across the completions pipeline.
Responsibilities
- Manage the day‑to‑day progression of deals from credit approval to drawdown.
- Complete credit searches and loan data input.
- Support testing and enhancement of internal systems.
- Liaise with Lending Managers, Underwriters, solicitors and valuers to ensure timely completion.
- Conduct and oversee KYC and AML checks, ensuring all onboarding activity is compliant and complete prior to drawdown.
- Use internal systems to manage deal progression, maintain records, and support MI reporting.
- Monitor pipeline activity and escalates issues or delays.
- Support the New Business Operations Manager in driving performance against SLAs and KPIs.
- Contribute to process improvement and automation initiatives.
- Support project work, contributing operational insight and execution.
- Ensure compliance with regulatory requirements and internal policies.
- Provide excellent service to internal and external stakeholders.
Corporate Responsibilities
- Read and follow all relevant company policies and procedures.
- Adhere to all risk‑related responsibilities applicable to your role, as set out in the Risk Management Policy.
- Abide by all compliance and financial crime related policies, procedures and reporting obligations applicable to your role.
Qualifications
- 2‑5 years’ experience in financial services, specifically in regulated lending operations or completions.
- Strong understanding of bridging lending.
- Strong understanding of lending products and onboarding processes.
- Performance‑driven, with a focus on execution and service delivery.
- Experience working with third‑party suppliers such as solicitors and valuers.
- Working knowledge of KYC and AML processes in a lending environment.
- Comfortable working with operational systems and tools to support efficient deal management.
- Strong organisational and communication skills.
- Experience using nCino or comparable systems to manage deal progression and maintain records is beneficial.
Benefits
- Competitive Time Off – Generous annual leave plus bank holidays.
- Work From Anywhere – Up to 6 weeks per year to work remotely from anywhere in the world.
- Learning & Development – Tailored training and support to grow your skills and achieve your professional goals.
- Hybrid Working – 3 days in the office and 2 days remote.
- Private Medical Care with Vitality – Comprehensive healthcare coverage.
- Enhanced Pension Scheme – Helping you plan and save for a secure future.
- Maternity, Paternity & Adoption Pay – Supporting you and your family during important life moments.
- Discretionary Company Bonus – Rewarding your contribution to our shared success.
New Business Operations Manager employer: recognisebank
Recognisebank is an exceptional employer that prioritises employee well-being and professional growth, offering flexible remote work options and comprehensive private medical care. With a strong focus on IT service excellence, our collaborative work culture fosters innovation and encourages continuous development, making Milton Keynes an ideal location for those seeking a meaningful career in IT service delivery.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Operations Manager
✨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 recognisebank. 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 New Business Operations Manager
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 recognisebank.
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 recognisebank'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 recognisebank
✨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 recognisebank.
✨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 recognisebank 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 recognisebank 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.
