Loans Onboarding & Admin Specialist

Vargo Group; Greater London; On-site; GBP 20,000 - 23,000; Full time

Job summary

Vargo Group in London is seeking a Loan Administrator to manage loan applications from enquiry to onboarding, perform affordability checks, assist underwriting, and oversee digital onboarding.

The role emphasizes delivering excellent customer service, using HubSpot and Excel, and contributing to process improvements within a small team. The position offers a stable career path in financial services and consumer lending.

Qualifications

• Previous experience in customer service or financial services.
• Strong communication and organisational skills.
• Experience with CRM systems, especially HubSpot, is advantageous.
• Detail-oriented with good time management.

Responsibilities

• Manage customer loan applications from initial enquiry through to decision and onboarding.
• Conduct affordability assessments, customer verification (CPV), and loan administration in line with lending policies and procedures.
• Support underwriting decisions by gathering and reviewing customer information.
• Guide customers through the application process, including Open Banking and digital onboarding.
• Respond to customer enquiries, resolve issues, and provide an excellent customer experience.
• Manage customer, loan, and payment accounts using HubSpot and other internal systems.
• Follow up with incomplete applications and overdue payments.
• Produce regular reports on loan activity and portfolio performance.
• Support declined applicants by signposting them to credit-building and financial guidance resources.
• Promote the business through customer referrals and recommendations.
• Work closely with colleagues to improve processes and contribute to team objectives.

Skills

Customer service

Financial services

Lending

Underwriting

CRM systems (HubSpot)

Excel

Job description

Vargo Group in London is seeking a Loan Administrator to manage loan applications from enquiry to onboarding, perform affordability checks, assist underwriting, and oversee digital onboarding.

The role emphasizes delivering excellent customer service, using HubSpot and Excel, and contributing to process improvements within a small team. The position offers a stable career path in financial services and consumer lending.