Commercial Executive
Core
Own the end-to-end journey of converting existing SME customers into funded business loans via outbound calls, email, and campaigns.
Role type
Senior commercial executive (SME lending)
Builds
Business loan products for established UK SMEs
Domain
Fintech / SME Lending
Deliverable
client delivery
Required skills
Outbound sales, discovery conversations, loan underwriting basics, CRM management (HubSpot), campaign execution, regulatory compliance, numerical ability
Preferred skills
SME lending knowledge, Open Banking familiarity, experience with brokers/introducers
Responsibilities
Make outbound calls to existing customers for discovery, collect bank statements and KYC documents, explain loan terms and fees, support customers through offer and legal setup, run outreach campaigns, maintain CRM accuracy, provide weekly pipeline reports
Seniority
Mid-level, hands-on IC