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 Team Lead – New Business Operations, you will manage the completions team and oversee the efficient progression of credit-approved deals through to drawdown. You will drive team performance, execution excellence, and high-quality service delivery, ensuring SLAs are met and customer outcomes consistently exceed expectations. Acting as a key liaison between internal stakeholders and third-party suppliers, you will foster collaboration, accountability, and continuous improvement across the completion process.
Key Responsibilities
Team Leadership & Operations
- Lead the completions team, ensuring timely and accurate progression of deals from credit approval to drawdown.
- Drive team performance against SLAs and KPIs, maintaining a high-energy, execution-focused culture.
- Ensure strong collaboration with Lending Managers, Underwriters, Legal, and Compliance to deliver a seamless customer experience.
- Manage relationships with solicitors and valuers, ensuring service quality and adherence to SLAs.
- Oversee the completion of KYC and AML checks, ensuring compliance with regulatory standards and internal procedures.
- Complete credit searches and manage the team responsible for loan data entry.
- Support testing and enhancement of operational systems.
- Monitor pipeline activity, proactively resolving delays and bottlenecks.
- Ensure the team effectively utilizes internal systems to maintain accurate records, track deal progression, and support operational reporting.
- Support process improvement and automation initiatives to enhance efficiency and scalability.
- Ensure all activities are compliant with regulatory requirements and internal policies.
- Coach and develop team members, fostering a culture of accountability and continuous improvement.
Corporate Responsibilities
- Read and follow all relevant company policies and procedures.
- Adhere to all risk-related responsibilities applicable to your role, as set out in the Risk Management Policy.
- Abide by all compliance and financial crime-related policies, procedures, and reporting obligations applicable to your role.
Required Qualifications
- Minimum of 8 years’ experience in financial services, with strong knowledge of lending products—preferably bridging—and end-to-end onboarding processes.
- Proven leadership experience with a track record of driving team performance and achieving operational targets.
- In-depth understanding of completions and drawdown processes within lending operations.
- Strong knowledge of KYC and AML requirements and their practical application in a lending environment.
- Demonstrated experience managing third-party relationships and ensuring high-quality service delivery.
- Proficient in using operational systems and technology to manage workflows, maintain data integrity, and support reporting.
- High energy, execution-focused, and adaptable to a fast-paced, performance-driven environment.
- Excellent communication, collaboration, and stakeholder management skills.
- Familiarity with nCino or comparable workflow and loan management platforms is advantageous.
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.
