We provide flexible financial solutions designed to help businesses and individuals grow and succeed.
Established by experienced business owners, we offer a practical alternative to traditional banking, combining tailored lending and savings products with hands-on support. Since receiving our banking licence, we have built a loyal customer base and a strong, diverse team committed to helping clients achieve their financial goals.
Our approach focuses on understanding each customer’s unique needs. By offering smart, adaptable solutions, we help businesses and individuals unlock opportunities and build long-term, sustainable success.
About the role
As a New Business Operations Manager, you will play a pivotal role in supporting the smooth delivery of credit-approved deals through to drawdown. Working closely with Lending Managers, Underwriters, solicitors, valuers, and other key stakeholders, you will ensure that each transaction progresses efficiently, maintaining momentum and service quality across the completion pipeline. This role demands strong organizational skills, attention to detail, and a proactive approach to issue resolution and process improvement.
Key Responsibilities
* Manage the day-to-day progression of deals from credit approval through to drawdown.
* Complete credit searches and accurately input loan data.
* Support the testing, development, and enhancement of internal systems.
* Liaise with Lending Managers, Underwriters, solicitors, and valuers to ensure timely completion of transactions.
* Conduct and oversee KYC and AML checks, ensuring all onboarding activity is fully compliant prior to drawdown.
* Use internal systems to track deal progression, maintain records, and support management information reporting.
* Monitor pipeline activity, identifying and escalating issues or delays as needed.
* Assist the Team Lead in driving performance against SLAs and KPIs.
* Contribute to process improvements and automation initiatives.
* Support project work by providing operational insight and executing assigned tasks.
* Ensure all activity complies with regulatory requirements and internal policies.
* Deliver excellent service to both internal and external stakeholders.
Corporate Responsibilities
* Follow all relevant company policies and procedures.
* Adhere to all risk-related responsibilities outlined in the organisation’s Risk Management Policy.
* Comply with all financial crime and regulatory obligations applicable to the role, including associated policies, procedures, and reporting requirements.
Required Qualifications
* 2–5 years’ experience in financial services, ideally in lending operations or completions, with a preference for bridging lending.
* Strong understanding of lending products and onboarding processes.
* Performance-driven, with a strong focus on execution and service delivery.
* Experience working with third-party suppliers such as solicitors and valuers.
* Working knowledge of KYC and AML processes within a lending environment.
* Comfortable using operational systems and tools to support efficient deal management.
* Strong organisational and communication skills.
* Experience using nCino or similar systems to manage deal progression and maintain records (beneficial).
Why Join?
We’re building more than a workplace — we’re creating an environment where people feel empowered to make a difference, supported to excel, and trusted to do the right thing. We believe that when our people thrive, so do our customers. That’s why we invest in a culture that reflects these values and supports your growth, flexibility, and wellbeing.
Here’s what you can look forward to:
🌴 Generous Time Off – Annual leave plus bank holidays to rest, recharge, and enjoy life outside of work.
🌍 Work From Anywhere – Up to 4 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 – A 4-day-a-week hybrid model based from our London office, blending office collaboration with remote flexibility.
🩺 Private Medical Care – Comprehensive healthcare, including optical and dental 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 Bonus – Rewarding your contribution to shared success.
If you’re curious, driven, and ready to be part of something meaningful - where your ideas matter, your growth is supported, and your work makes a real impact - we’d love to hear from you.