Commercial Executive
Core
Own the end-to-end journey of converting existing UK SME customers into funded business loan applicants via outbound calls, email, and campaigns.
Role type
Senior IC 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, campaign execution, regulatory compliance, numerical ability, pipeline management
Preferred skills
SME lending knowledge, Open Banking familiarity, broker experience
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 across multiple channels, maintain CRM accuracy, provide weekly performance reports
Seniority
Junior to Mid-level, hands-on IC