Commercial Executive

The role

You will manage the business loan journey for established UK SMEs. This involves calling and emailing customers, running outreach campaigns, and collecting documentation to move applications through to funding.

What you will do

• Make outbound calls to existing and previous customers
• Maintain a consistent follow up routine
• Collect bank statements, Open Banking connections, and other documents
• Explain loan terms, pricing, arrangement fees and personal guarantees
• Support customers through offer, KYC refresh, legal documents and direct debit set up
• Run outreach campaigns across email, SMS, Whatsapp and LinkedIn
• Keep the CRM up to date and consistent
• Provide weekly reports on calls, conversations, applications, offers and funded loans
• Work closely with Risk, Legal and Data
• Comply with all mandatory policies and operational procedures

Required qualifications

• 1-3 years of experience in a commercial business development or relationship role
• Confident and credible on the phone with small business owners and directors
• Comfortable making a high volume of calls
• Clear, accurate written communication
• Strong numerical ability
• Organised and self-directed
• Knowledge of SME lending, including unsecured loans, personal guarantees or government-backed schemes
• Experience with a CRM such as HubSpot
• Experience with email or SMS campaign tools
• Familiarity with Open Banking, KYC and credit underwriting processes
• Experience of working with brokers or introducers

Nice to have

• experience ideally in lending, finance or fintech

Benefits

• Full onboarding support and continued development opportunities
• Options for flexible working
• Regular social activities
• Pension contributions
• Discretionary bonus scheme
• Private health cover
• Life assurance
• Family friendly policies including enhanced Maternity & Paternity leave

About the company

Allica is the UK’s fastest growing financial technology (Fintech) firm. Its purpose is to help established SMEs.