Manage the completions team in financial services, ensuring efficient progression of credit-approved deals. Drive performance and service delivery, enhance processes, and support stakeholders.
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
As a The Team Lead – New Business you will support the delivery of credit-approved deals through to drawdown, working closely with internal teams and third-party suppliers. you will focus on execution, service quality, and maintaining momentum across the completions pipeline.
Key Responsibilities
- Manage the day-to-day progression of deals from credit approval to drawdown.
- Complete credit searches and loan data input.
- Support testing and enhancement of internal systems.
- Liaise with Lending Managers, Underwriters, solicitors and valuers to ensure timely completion.
- Conduct and oversee KYC and AML checks, ensuring all onboarding activity is compliant and complete prior to drawdown.
- Use internal systems to manage deal progression, maintain records, and support MI reporting.
- Monitor pipeline activity and escalate issues or delays.
- Support the New Business Operations Manager in driving performance against SLAs and KPIs.
- Contribute to process improvement and automation initiatives.
- Support project work, contributing operational insight and execution.
- Ensure compliance with regulatory requirements and internal policies.
- Provide excellent service to internal and external stakeholders.
- 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 Skills & Experience
- 2-5 years’ experience in financial services, ideally in lending operations or completions, with a preference to bridging lending. ·
- Strong understanding of lending products and onboarding processes.
- Performance-driven, with a focus on execution and service delivery.
- Experience working with third-party suppliers such as solicitors and valuers.
- Working knowledge of KYC and AML processes in a lending environment.
- Comfortable working with operational systems and tools to support efficient deal management. ·
- Strong organisational and communication skills.
- Experience using nCino or comparable systems to manage deal progression and maintain records is beneficial.
Why Join?
At Recognise Bank, we're building more than a bank — we’re creating a culture where people feel empowered to make a difference 💡, supported to be brilliant ✨ with a can do will do attitude, and trusted to do the right thing 🤝.
We believe that when our people thrive, so do our customers. That’s why we invest in an environment that reflects our values and supports your growth, flexibility, and wellbeing.
Here’s what you can look forward to:
🌴 Competitive Time Off – Generous 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 – To support your work-life balance, we offer a hybrid working model with 4 days in the office and 1 days remote.
🩺 Private Medical Care with Vitality – Comprehensive healthcare including optical and dental coverage to keep you healthy.
💼 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 Company Bonus – Rewarding your contribution to our 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 — then we’d love to hear from you.
Recognise Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Top Skills
Loan Management Platforms
Ncino
Operational Systems
Recognise Bank London, England Office
Augustine House, London, United Kingdom, EC2N2HA
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