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Recognise Bank

Posted 1 month ago

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Lending Support Associate

Milton KeynesHybridContract

AI Summary

A 9‑month Fixed Term Contract supporting UK SME lending and customer journeys. The associate will onboard broker partners, manage lending enquiries, review and package applications for compliance, and collaborate with Lending Managers to move cases through credit review.

About this role

Hello,
We are Recognise Bank; a modern business bank built to support the UK’s SMEs with tailored lending and savings solutions. Founded in 2017 by experienced business owners, we set out to challenge traditional banking by offering more flexibility, understanding, and practical support to help businesses thrive. Since receiving our banking licence in 2021, we’ve built a loyal customer base and a strong, diverse team that puts people first.
Our vision is building stronger futures with bespoke financial solutions. We understand that no two financial needs are the same, which is why we work closely with UK SMEs and individuals to unlock potential others often overlook. Through smart, flexible lending and savings products, we’re here to build and grow stronger futures for lasting success.
Our values shape how we work and grow together:
💪 Can do, will do: We take ownership, solve problems, and adapt as our customers’ needs evolve.
✨ Be brilliant: We show up with curiosity and energy, always striving for better.
🤝 Do the right thing: We act with integrity, responsibility, and care in everything we do.
💡Make a difference: We focus on impact, helping our customers, colleagues, and communities succeed.
About the role

This will be a 9 month Fixed Term Contract.

The Lending Support Associate plays a key role in the delivery of a high-quality intermediary and customer journey by helping onboard broker partners, managing incoming lending enquiries and packaging lending cases to a high standard. The role ensures applications are complete, compliant and aligned to the Bank's lending appetite, enabling Lending Manager colleagues to progress suitable opportunities efficiently through to Credit review.

Key Responsibilities:

  • Support the onboarding of intermediary broker partners, ensuring documentation and due diligence requirements are completed accurately and efficiently.
  • Manage incoming lending enquiries, ensuring opportunities are captured, recorded and progressed through agreed processes.
  • Review application information and supporting documentation to ensure completeness and quality before submission to Lending Managers.
  • Package lending cases in line with policy, regulatory requirements and the Bank's lending appetite.
  • Collaborate with Lending Managers to progress applications and maintain momentum throughout the customer journey.
  • Monitor application pipelines and proactively follow up outstanding information to minimise delays.
  • Engage with brokers, customers and internal stakeholders to provide timely updates and deliver a positive service experience.
  • Escalate risks, issues or exceptions promptly where applications fall outside policy or risk appetite.
  • Maintain accurate records and management information within relevant systems and workflow tools.
  • Support continuous improvement initiatives that enhance operational efficiency, service quality and broker experience.

    • Required Qualifications

  • Good standard of general education, with strong literacy and numeracy skills.
  • Some experience of working in a customer focused, administrative or professional environment, gained through employment, work experience, apprenticeship or similar.
  • Strong written and verbal communication skills. Excellent attention to detail. Ability to analyse information and manage multiple priorities. Strong Microsoft Office skills.
    • Desirable:
  • Degree educated or equivalent qualification/experience.
  • Experience within financial services, banking, lending or intermediary distribution.
  • An interest in financial services, property and lending, with an enthusiasm to develop knowledge of the lending process, broker relationships and credit assessment.

    • Skills

    Application PackagingBroker PartnershipCase Pipeline MonitoringCompliance ReviewCustomer OnboardingDocument ManagementLending ProcessesMicrosoft Office

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