Loans Operations Specialist

Fintellect Recruitment; Greater London; On-site; GBP 25,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Clear progression opportunities

Supportive team culture

Collaborative environment

Job summary

Join a rapidly growing fintech company as a Sales Support Specialist, where you will be the first point of contact for loan applications. This role involves managing loan administration, collaborating with brokers and underwriters, and ensuring a seamless transition to Customer Success. You will play a vital role in enhancing processes and delivering an exceptional customer experience. If you're a proactive problem-solver with a passion for helping customers, this is the perfect opportunity to make a significant impact in a dynamic and innovative environment. Take the next step in your career with a supportive and collaborative team that values your contributions.

Qualifications

• 1+ years' experience in loan operations or customer success, preferably in fintech.
• Proactive attitude with strong organizational skills and problem-solving abilities.

Responsibilities

• Administer loan applications, ensuring accuracy and completeness.
• Collaborate with teams to optimize processes and enhance customer experience.

Skills

Loan Operations

Sales Operations

Customer Success

Problem Solving

Organizational Skills

Teamwork

Customer-Centric Approach

Job description

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