161 Loan Officer jobs in the United Kingdom

Lending Support Officer / Lending / Support / Birmingham / Permanent / Hybrid

The Role!

Are you ready to elevate your career and be part of a fast-growing, exciting team?

We’re looking for a proactive and detail-oriented individual to join our client as a Lending Support Officer, where you’ll play a key role in supporting the lending activities across Bridging, Buy to Let, and other loan products. You’ll collaborate with both internal and external stakeholders, delivering exceptional service and driving operational success.

Why Join?

You’ll be joining a passionate and innovative team that values collaboration and customer-focused service. As they continue to grow, your ideas and contributions will be valued, giving you the opportunity to develop your career in an ever-evolving environment.

If this sounds like the next step you’re looking for, we’d love to hear from you!

What You’ll Do:

• Be the First Point of Contact:  Handle queries from customers and brokers, ensuring swift and accurate responses.
• Support Lending Applications:  Assist in managing loan applications and ensuring all processes are compliant and efficient.
• Build Relationships:  Work closely with internal teams, clients, and brokers, maintaining strong communication and service standards.
• Drive Efficiency:  Help improve operational processes and contribute to the rollout of new products.

What We’re Looking For:

• Tech-Savvy:  Proficient in Outlook, Word, Excel, and other IT systems.
• Strong Communicator:  Confident in both written and verbal communication, with experience working with third parties and senior team members.
• Detail-Oriented:  Organised with strong attention to detail, able to manage multiple tasks effectively.

Bonus Points:

• Experience in mortgages or lending products.
• Familiarity with the financial services industry and working within a regulated environment.

Lending Support Officer / Lending / Support / Birmingham / Permanent / Hybrid

Lending Support Officer / Lending / Support / Birmingham / Permanent / Hybrid

Lending Support Officer / Lending / Support / Birmingham / Permanent / Hybrid

Leading international Bank based in the city seek a Loan/Credit Documentation Specialist on a 10 month contract, to play a vital part in ensuring the accurate preparation, verification, and safekeeping of credit documentation in line with internal policies, regulatory requirements, and performance standards.

Key Responsibilities

• Manage day-to-day tasks and routine operations, ensuring timely fulfilment of business and regulatory requirements.
• Record all transactions and updates in the Workflow system.
• Coordinate the preparation of credit documentation, including:
• Facility Offer Letters, Syndicated Agreements, Security Documentation
• Internal and external legal opinions and condition precedent documents
• Review and verify the proper execution of all documentation, including checking signatures and verifying authorities
• Maintain credit facility files, scan documents, and ensure secure storage in the vault.
• Encode lodgements and update collateral data in the bank’s systems.
• Liaise with Head Office, Product Specialists, Coverage, and Credit teams to ensure smooth processing of documentation and limit release.
• Monitor and follow up on incomplete documentation, deferrals, or waivers, ensuring relevant approvals are obtained.
• Conduct periodic reviews to ensure all documents are physically held and up to date.
• Support the clean-up and release of obsolete or fully settled securities and ensure correct cancellation in systems

Essential Experience

• Experience in Credit Limit Control, reporting and MIS, credit operations, or Loan documentation handling.
• Strong understanding of Loan/facility documentation
• Proven knowledge of Loan Agreements, Facility Offer Letters, Security related documents and condition precedent documents
• Experience working for a Bank in the UK with full working rights and cant start at short notice

Leading international Bank based in the city seek a Loan/Credit Documentation Specialist on a 10 month contract, to play a vital part in ensuring the accurate preparation, verification, and safekeeping of credit documentation in line with internal policies, regulatory requirements, and performance standards.

Key Responsibilities

• Manage day-to-day tasks and routine operations, ensuring timely fulfilment of business and regulatory requirements.
• Record all transactions and updates in the Workflow system.
• Coordinate the preparation of credit documentation, including:
• Facility Offer Letters, Syndicated Agreements, Security Documentation
• Internal and external legal opinions and condition precedent documents
• Review and verify the proper execution of all documentation, including checking signatures and verifying authorities
• Maintain credit facility files, scan documents, and ensure secure storage in the vault.
• Encode lodgements and update collateral data in the bank’s systems.
• Liaise with Head Office, Product Specialists, Coverage, and Credit teams to ensure smooth processing of documentation and limit release.
• Monitor and follow up on incomplete documentation, deferrals, or waivers, ensuring relevant approvals are obtained.
• Conduct periodic reviews to ensure all documents are physically held and up to date.
• Support the clean-up and release of obsolete or fully settled securities and ensure correct cancellation in systems

Essential Experience

• Experience in Credit Limit Control, reporting and MIS, credit operations, or Loan documentation handling.
• Strong understanding of Loan/facility documentation
• Proven knowledge of Loan Agreements, Facility Offer Letters, Security related documents and condition precedent documents
• Experience working for a Bank in the UK with full working rights and cant start at short notice

Job Opportunity: Temporary Loan Transaction Officer

Department: Loan Administration

Grade: Senior Officer

Location: London City Based

Contract Type: 12 Months £300 per day all in rate – Hybrid Working

Candidate Requirement

You must be an experienced loan administration professional. Happy to work on a Temporary basis as a Loan Transaction Officer to support the day-to-day operations of the Loan Administration department, working across UK and international corporate lending portfolios.

About the Role

• As a key member of the Loan Administration team, you’ll be involved in the full spectrum of loan processing activities including Agency, syndicated and bilateral facilities

Key Responsibilities

• Process all aspects of loan administration, including drawdowns, rollovers, rate fixings, and repayments.
• Support daily operations for lending, deposits, FX deals, and current accounts.
• Prepare system inputs, calculate and reconcile interest and fees, and liaise with internal teams on funding needs.
• Manage customer communications, including confirmations, statements, and certificates.
• Undertake quality checks on team outputs and provide support to junior colleagues.
• Assist with internal reporting, reconciliations, and pending item updates for management and head office.
• Liaise with external banks and internal departments on syndicated loan instructions.
• Maintain high standards of operational risk awareness and compliance.

Essential Skills & Experience

• Minimum 7 years’ experience in Loan Administration or Loan Agency (essential).
• Strong knowledge of syndicated and bilateral loan processing.
• Confident in interpreting legal loan documentation
• Experience mentoring junior team members is a plus.
• Advanced Excel or Access skills and familiarity with LoanIQ

Location: London,EC3V3LA

Salary: Competitive

Contract: Permanent

WorkingPattern: Hybrid-8dayspermonthinoffice

WhyThisRoleWillAccelerateYourCareer

Joinaprestigiousinternationalbankingenvironmentwhereyourloanadministrationexpertisewillbevaluedandrewarded.Thisisyouropportunitytoworkwithhigh-profileUKandoverseascorporateclientswhileadvancingyourcareerinasupportive,development-focusedteam.

WhatMakesThisRoleSpeci.

WHJS1_UKTJ

Reports to: Funding Services Manager 

Location: Horsham 

Summary of Position 

The Funding Services Executive is a key role responsible for the administration of all aspects of lease agreements and other internal products within Managed Print Services and IT Solutions, following the deal process through from proposal to pay-out.  

The role requires exceptional attention to detail with a pro-active, problem-solving attitude with good communication skills to maintain effective working relationships with all internal and external stakeholders. There is a particular focus on providing daily support to internal Account Managers. 

Outcomes 

- Adherence to service and SLA standards & agreements. 

- Provide insight and opinion to aid the departmental decision-making process. 

- Demonstrate a commitment to personal development. 

Attitude  

- Adhere to the company's core values. 

- Work effectively in a team environment, actively contributing to business discussions. 

- Understand the company procedures and their impact on all areas of the business. 

- High attention to detail and organisational skills. 

- A pro-active, positive and accountable attitude. 

- Strong communication skills to engage with key stakeholders. 

Responsibilities 

- Process all requests from Account Managers. 

- Carry out full audit of lease and other deal documentation and follow internal processes through to deal completion. 

- Maintain and reconcile Finance House prepay systems, settlements and commissions. 

- Resolve pay-out and new deal queries with a commercial mind-set, actively pursuing outstanding deals. 

- Understand Finance House audit guidelines. 

- Conduct assessments of the financial credibility of customers to enable informed credit clearance and investigation of any credit rejections from the Finance House. 

- Liaising with the Finance House Account Managers on a regular basis. 

- Regularly review existing processes to ensure they are still relevant and risk is mitigated.  

- Willingness to train new staff and Finance Houses in each procedure. 

Skills Requirements 

- Ability to establish strong interpersonal relationships with Key Stakeholders. 

- Excellent prioritisation and organisational skills, with the ability to handle multiple workloads while maintaining attention to detail. 

- Numerate and comfortable with complex calculations. 

- Understanding of IT systems and the use of new tools and programmes. 

- Be able to work independently and take initiative whilst being energetic and self-motivated. 

- Respond positively and proactively to change and feedback. 

- Inquisitiveness in respect of process and risk management. 

The details contained in this Job Description reflect the content of the job at the date it was prepared. It should be remembered, however, that it is inevitable that over time, the nature of individual jobs will change, existing duties may no longer be required, and other duties may be gained without changing the general nature of the duties or the level of responsibility entailed. Consequently, Principal I Ltd will expect to revise this Job Description from time to time and will consult with the post holder at the appropriate time. 

This Financial Services Trainer job in Scotland is ideal for individuals experienced in training IFAs, Paraplanners and Administrators

As a Financial Services Trainer, you will be joining their Performance & Excellence team, playing a key role in helping our client achieve its business objectives, ensuring advice and service standards are maintained at a high standard and supporting continuous development across the team members

The key responsibilities of your duties are:

• Create a culture of high performance and excellence with their Financial Advisers, Paraplanners and support staff
• Encourage the team to educate, inform and influence clients positively
• Develop a supportive network between the advice hubs and share best practice across the national business
• Use data to identify opportunities for improvement and mitigate risks
• Deliver learning and development through face-to-face events, webinars and e-learning
• Support pre-CAS / inexperienced joiners and experienced team members in identifying growth areas
• Provide technical training on individual improvement plans as appropriate

Financial Services Trainer

• You must have technical financial planning product and advice knowledge
• You must be comfortable training individuals and groups including Financial Advisers and Paraplanners
• Seeking individuals from a learning and development background within Financial Services
• You must be willing to travel as part of your role
• Ideally you should hold your full Level 4 Diploma in financial planning or equivalent

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Financial Services Trainer Benefits

• Salary of circa 50,000 plus car allowance
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working with attendance at a local office 2 days per week (such as Glasgow or Falkirk), plus occasional travel for monthly planner meetings and quarterly in-person meetings
• 37.5 hours per week
• Excellent working culture with good staff retention
• Great time to join a rapidly growing business

Locations

Scotland

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Job Title: Financial Services Administrator
Location: Devon
Salary: £30,000 to £32,000
Hours of Work: Monday to Friday, 9 am–5 pm
Type: Permanent, Full-time

We are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You’ll join a professional team where attention to detail and client service are valued above all else.

Key Responsibilities:

· Provide administrative support to advisers and the wider team
· Maintain accurate client and investment records
· Liaise with providers to obtain information and process transactions
· Prepare and manage documentation for client meetings
· Respond to client queries promptly and professionally

Experience & Skills:

· At least one year of experience in financial services administration
· Excellent written and verbal communication skills
· Strong organisational skills and attention to detail

Desirable:

· Familiarity with investment or pension products
· Experience handling confidential client information
· Ability to work to deadlines in a regulated environment

What’s on Offer:

· Competitive salary plus pension
· Generous annual leave increasing with service
· City centre parking permit provided

About the Client:

Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They offer a supportive, professional working environment with opportunities for long-term career development.

Next Steps:

Please apply for this Administrator – Financial Services position through this advert or contact Chloe in our Commercial team on (phone number removed).

If you do not hear back within 7 days, your application may not have been successful, but we will keep your details for suitable future roles.

About Regional Recruitment Services – Leicester

This vacancy is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We recruit across Commercial, Construction, Industrial and Engineering sectors. Visit (url removed) for more roles nationwide.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. 

• Hybrid or remote working available. 
li>Salary of £28,000 li>27 days annual leave PLUS Bank Holidays
• Private Medical
• Life Assurance
• Discretionary Annual Bonus
• Pension Scheme
• Employee Assistance Programme
• Preferential rates for financial services
• Other perks and benefits

Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

li>Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 
li>Supporting with diary management and coordinating appointments
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Assist with compliance tasks
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with a minimum of 2 years  existing experience within an IFA/ financial services,  who are confident managing their own workload with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude and ability to use intiative.

If you're interested in this fantastic opportunity, please ensure your CV is up-to-date and apply online as soon as possible. You will be provided more information on the opporutnity if you are shortlisted through meeting the initial requirements, and will be contacted to discuss the opporutnity further.

Please note, due to the volume of applicants we are unable to provide specific feedback to every applicant.

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