About the Loan Processing Manager

My client is a fast growth player in the SME Lending Landscape. After being established in 2019, they have created an excellent brand name in the space due to quick, efficient, and accessible funding options via their bespoke customer & broker portals.

They have seen record growth with an ever-expanding broker panel & Monthly growth of deals introduced and funds out. Jan 2024 was the best month to date and March is set to be 140% of this.

Due to the above success they are now looking to add a processing manager to the team – You will join a innovative, close knit & ambitious team who are all striving towards business success. They are remote based business with brilliant culture, flexibility and progression opportunities available

As the Loan Processing Manager your responsibilities and duties will include:

• For all new loan applications, input all details and documents into Salesforce
• Request missing information and ensure file completion
• Conduct Credit checks on both the business and business owner(s), AML/KYC checks via Experian, and any further background checks
• Conduct fraud checks via CIFAS
• Load PDF Bank Statements into MoneyThumb, and analyse bank statements to assess against our credit policy
• Initial qualification based on information received from required documents
• Submit applications for underwriting
• Complete further verifications as required (Open Banking, Charge verifications, Companies House, Internet searches, Financial accounts, Aged Debtor reports, etc)

Essential Skills and Competencies of the Loan Processing Manager are: 

• Previous Fintech / SME lending experience
• Organised, good with detail, good working in a quick environment
• Understanding of financial statements
• Ability to take on board new tasks & assist deal over the line
• Proactive mindset
• Confident & accountable in decisions
• Confident liaising with stakeholders - (In & out of the business)

For more information please apply now!