Job Title: Broker Support Assistant – Commercial Lending & Asset Finance

Salary & Benefits: Competitive Salary + Performance Bonus + Benefits

Location: Predominantly Remote; occasional travel across Bristol & Bath

About the Role

Working closely with the Asset Finance Broker and leadership team, you will play a pivotal role in supporting all day-to-day sales activity across commercial lending and asset finance transactions. You will own the operational and administrative deal flow—ensuring smooth submission, approval, and payout across our panel of lending partners. This position is ideal for a detail-oriented professional with strong commercial awareness who thrives in a fast-paced brokerage environment. Although the role is advertised initially as a broker support assistant, this role offers excellent career development opportunities within the wider business to move into a management, relationship manager or sales role depending on your preference.

Key Responsibilities

• Onboarding & Compliance: Request, gather, and verify essential Know Your Customer (KYC), AML, banking, and accounting information from clients.
• Lender Liaison: Act as a key point of contact for funding partners, submitting full deal packages and tracking progress from credit review through to sanction.
• Sales Support: Manage the administrative workflow for the Asset Finance Broker, handling client enquiries and coordinating documentation from initial enquiry to payout.
• Data & System Management: Maintain accurate client files, transaction pipeline data, and CRM records using modern systems and technology.
• Stakeholder Coordination: Communicate effectively with clients, introducers, and internal colleagues to resolve queries and streamline payout timelines.
• Sales Support: Managing all sales support activity for the brokers BDMs
• Systems Administration: Co-ordinating all broker system activity to ensure compliance with sales and regulatory processes
• Invoicing: Work with the external accountants to ensure accurate invoices and finance administration.

Skills & Experience

• Proven experience in a sales support, commercial credit processing, or administrative role within commercial lending, asset finance, or banking.
• Solid understanding of financial documentation, including bank statements, management accounts, and standard KYC/AML requirements.
• Strong written communication skills with the ability to articulate credit proposals clearly.
• High attention to detail and strong organizational skills to manage multiple live deals simultaneously.
• Proficiency with modern CRM platforms, spreadsheet software, and digital onboarding tools.
• Self-motivated and collaborative team player comfortable working independently in a remote setting.

Benefits

• Competitive salary with annual performance bonus.
• Flexible hybrid/remote working model.
• Exposure to a broad panel of top-tier commercial and asset finance lending partners.
• Ongoing training, mentorship, and career progression opportunities into brokering or credit roles.
• Opportunity to make a significant impact within a rapidly growing brokerage.

ADAGE CREDIT

Adage Credit is a mission-driven consumer lender operating as a social enterprise dedicated to championing financial inclusion in the UK. We focus specifically on bridging the gap for individuals and communities who are significantly underserved by traditional banks and mainstream lending companies.

Our core purpose is to provide accessible and responsible financial solutions, particularly for those at the grassroots level and within minority ethnic groups who experience systemic exclusion from the financial system. We offer short-term personal loans (typically from £100 to £1,000) that serve as a fair alternative for immediate financial needs.

By combining ethical lending practices with a deep commitment to community support, Adage Credit empowers our customers to manage their finances effectively, access credit responsibly, and take steps toward long-term financial stability.

Strong, dynamic positive person with a can-do approach, and interest in the financial or risk industries with a long-lasting, successful career.

Enthusiastic individual to join our team as a Customer and Loan Account Assistant Manager to join our friendly and growing business.

Expected to be a strong communicator with good interpersonal skills, be proficient in using CRM software, and have a keen interest in the consumer credit industry.

The role involves underwriting, managing customers, loan applications, answering calls, and providing excellent customer service and utilizing tools such as Hubspot and Microsoft excel.

Responsible of loans and customers in the Birmingham.

Day-to-day managing consumer loans and repayment process, including conducting pre-analysis, checking consumer credibility and trustworthiness, data entry, customer point verification (CPV), and reviewing affordability in line with the customer credit policy and procedures.

Daily, weekly and monthly analysis and reporting on senior manager on all loan completions and new loans.

Promote the business to friends and family using word-of-mouth, and encouraging customers to bring prospect clients.

• Review and respond to new loan applications promptly.
• Follow procedure to determine whether to make a loan to a customer.
• Approved loan applications in line with the underwriting Manager.
• Interview loan applicants, understand their needs, collect and review information, and define eligibility for loan application decision.
• Assist digital shy’s clients in completing open banking and access portal procedures.
• Respond to customer queries and provide guidance throughout the loan application process, and resolve any loan-related issues.

• Establish customer loan payment plans based on individual circumstances.
• Advice customer on next steps
• Rejected loan applications and explain deficiencies to applicants.
• Support and guide rejected customers on; building credit profile, use of benefit calculator, and money advice.

• Interact with customers on a daily basis to address inquiries and provide assistance.
• Follow up with customers who have incomplete applications or late payments.
• Document key traits of declined customers for future reference.
• Utilize HubSpot or other CRM to deliver personalized customer emails with advice and latest offers.
• Manage client accounts, loan accounts, and payment accounts efficiently.

• Use CRM for effective customer relationship management and communication.
• Collaborate with the team to integrate marketing efforts with the CRM system.

• Work closely with team members to share updates and information regarding loan applications.
• Contribute ideas and perspectives to enhance the loan process and customer experience.

• Meet set goals and targets related to loan applications and customer satisfaction.
• Contribute to the overall success of loans issued by the company.

• Proficiency in loan software and CRM systems.
• Previous experience in loan management or a related field.
• Ability to set up or plan to do list
• Strong time management, organizational, and negotiation skills.
• Excellent social and communication skills, both verbal and written.
• Ability to adapt to various financial software and tools.
• Fluent in writing English, Microsoft Excel for data reporting and analysis.
• Knowledge and understanding of HubSpot CRM preferred.
• Interest or experience in the loan industry is beneficial.
• Excellent team collaboration and good motivational skills.
• Prospecting and segmenting customers, direct and internal Marketing skills

• Proactive and detail-oriented approach to work.
• Self-motivated with a strong focus on achieving goals.
• Excellent organizational and time management skills.
• Ability to work effectively in a close-knit team environment.

OVERVIEW

STAR Asset Finance Group is on a mission to change asset finance for good, by offering industry leading service, support and engagement to our customers, employees and peers, and we have an exciting opportunity for a Business Development Manager to join our Credo Asset Finance business.

STAR Asset Finance is a financial services Group currently made up of four established asset finance companies across the UK. Under the stewardship of our CEO, STAR have exciting plans for rapid expansion, which will see an increase of market share in existing regions, and significant growth in the vendor sales and finance space.

STAR Asset Finance promotes equality of opportunity and is committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

JOB PURPOSE

This role is a great opportunity to join an ambitious team, looking to grow the business with the support of the STAR Asset Finance Group. The role will be responsible for driving new business origination as well as relationship managing existing customers. The ideal candidate would be someone with a proven track record of driving new business in the SME lending space and a willingness to utilise all available forms of lead generation from centrally led marketing campaigns to local prospect cold calling. They should be able to operate effectively as part of a team and have the personality and positive attitude to motivate and encourage their team members and contribute to a great team spirit.

JOB RESPONSIBILITIES

• Present the STAR/Credo product offering to prospective new clients to obtain business from them
• Develop a personal customer pipeline, and consistently deliver against a personal sales target
• Develop long-term relationships with prospective customers to be their funder of choice
• Present quality finance applications to in-house underwriters, or to funders, in a coherent, honest and complete manner, consistently to get deals approved
• Follow up on regular marketing activity and take appropriate action in order to continually increase new business, improve quality of submissions and deliver the appropriate service levels

• Achieve and exceed all KPI’s relating to case numbers, CCF % business, business volumes and income levels for the business. KPI’s and targets as advised by Head of Credo Sales
• Attend networking events as and when identified and required
• Follow the businesses’ Rules of Engagement with regards to other team members prospects & customers
• Report and update the Head of Credo Sales on activity, pipeline and results
• Endeavour to ensure customer expectations are met and exceeded
• Attend as required meetings within the business (Sales, Operations, Personal Review)
• Update database with all quotes (input onto Leasepath) and monitor pending list with notes weekly
• Take ownership of customer queries, ensuring customer expectations are met and exceeded “going above and beyond” for customers internal and external
• Comply with company policy and FCA rules/guidelines including compliancy tests & SAF tests
• Assist with any other duties as reasonably requested by the Head of Credo Sales to support across the business

COMPLIANCE, TRAINING & DEVELOPMENT REQUIREMENTS

• Keep up to date with compliance regulation updates including any changes within your role
• Attend and/or complete any mandatory training courses stipulated by the Company
• Lead by example and embed the conduct rules in every aspect of your work
• Identify and approve relevant training opportunities

EXPERIENCE/PERSON SPECIFICATION

• Strong sales focus and highly motivated to achieve targets
• Good business sense and an understanding of market principles
• Proven track record of driving new business sales, ideally operating in the SME finance sector
• Strong interpersonal and organisational skills
• A positive attitude and able to work on own initiative
• Ability to thrive in a fast-paced, target-driven environment
• Solid knowledge of structuring and presenting deals to credit underwriters
• Strong people skills
• Self-motivated with a strong work ethic

OVERVIEW

STAR Asset Finance Group is on a mission to change asset finance for good, by offering industry leading service, support and engagement to our customers, employees and peers, and we have an exciting opportunity for a Business Development Manager to join our Credo Asset Finance business.

STAR Asset Finance is a financial services Group currently made up of four established asset finance companies across the UK. Under the stewardship of our CEO, STAR have exciting plans for rapid expansion, which will see an increase of market share in existing regions, and significant growth in the vendor sales and finance space.

STAR Asset Finance promotes equality of opportunity and is committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

JOB PURPOSE

This role is a great opportunity to join an ambitious team, looking to grow the business with the support of the STAR Asset Finance Group. The role will be responsible for driving new business origination as well as relationship managing existing customers. The ideal candidate would be someone with a proven track record of driving new business in the SME lending space and a willingness to utilise all available forms of lead generation from centrally led marketing campaigns to local prospect cold calling. They should be able to operate effectively as part of a team and have the personality and positive attitude to motivate and encourage their team members and contribute to a great team spirit.

JOB RESPONSIBILITIES

• Present the STAR/Credo product offering to prospective new clients to obtain business from them
• Develop a personal customer pipeline, and consistently deliver against a personal sales target
• Develop long-term relationships with prospective customers to be their funder of choice
• Present quality finance applications to in-house underwriters, or to funders, in a coherent, honest and complete manner, consistently to get deals approved
• Follow up on regular marketing activity and take appropriate action in order to continually increase new business, improve quality of submissions and deliver the appropriate service levels

• Achieve and exceed all KPI’s relating to case numbers, CCF % business, business volumes and income levels for the business. KPI’s and targets as advised by Head of Credo Sales
• Attend networking events as and when identified and required
• Follow the businesses’ Rules of Engagement with regards to other team members prospects & customers
• Report and update the Head of Credo Sales on activity, pipeline and results
• Endeavour to ensure customer expectations are met and exceeded
• Attend as required meetings within the business (Sales, Operations, Personal Review)
• Update database with all quotes (input onto Leasepath) and monitor pending list with notes weekly
• Take ownership of customer queries, ensuring customer expectations are met and exceeded “going above and beyond” for customers internal and external
• Comply with company policy and FCA rules/guidelines including compliancy tests & SAF tests
• Assist with any other duties as reasonably requested by the Head of Credo Sales to support across the business

COMPLIANCE, TRAINING & DEVELOPMENT REQUIREMENTS

• Keep up to date with compliance regulation updates including any changes within your role
• Attend and/or complete any mandatory training courses stipulated by the Company
• Lead by example and embed the conduct rules in every aspect of your work
• Identify and approve relevant training opportunities

EXPERIENCE/PERSON SPECIFICATION

• Strong sales focus and highly motivated to achieve targets
• Good business sense and an understanding of market principles
• Proven track record of driving new business sales, ideally operating in the SME finance sector
• Strong interpersonal and organisational skills
• A positive attitude and able to work on own initiative
• Ability to thrive in a fast-paced, target-driven environment
• Solid knowledge of structuring and presenting deals to credit underwriters
• Strong people skills
• Self-motivated with a strong work ethic

OVERVIEW

STAR Asset Finance Group is on a mission to change asset finance for good, by offering industry leading service, support and engagement to our customers, employees and peers, and we have an exciting opportunity for a Business Development Manager to join our Credo Asset Finance business.

STAR Asset Finance is a financial services Group currently made up of four established asset finance companies across the UK. Under the stewardship of our CEO, STAR have exciting plans for rapid expansion, which will see an increase of market share in existing regions, and significant growth in the vendor sales and finance space.

STAR Asset Finance promotes equality of opportunity and is committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

JOB PURPOSE

This role is a great opportunity to join an ambitious team, looking to grow the business with the support of the STAR Asset Finance Group. The role will be responsible for driving new business origination as well as relationship managing existing customers. The ideal candidate would be someone with a proven track record of driving new business in the SME lending space and a willingness to utilise all available forms of lead generation from centrally led marketing campaigns to local prospect cold calling. They should be able to operate effectively as part of a team and have the personality and positive attitude to motivate and encourage their team members and contribute to a great team spirit.

JOB RESPONSIBILITIES

• Present the STAR/Credo product offering to prospective new clients to obtain business from them
• Develop a personal customer pipeline, and consistently deliver against a personal sales target
• Develop long-term relationships with prospective customers to be their funder of choice
• Present quality finance applications to in-house underwriters, or to funders, in a coherent, honest and complete manner, consistently to get deals approved
• Follow up on regular marketing activity and take appropriate action in order to continually increase new business, improve quality of submissions and deliver the appropriate service levels

• Achieve and exceed all KPI’s relating to case numbers, CCF % business, business volumes and income levels for the business. KPI’s and targets as advised by Head of Credo Sales
• Attend networking events as and when identified and required
• Follow the businesses’ Rules of Engagement with regards to other team members prospects & customers
• Report and update the Head of Credo Sales on activity, pipeline and results
• Endeavour to ensure customer expectations are met and exceeded
• Attend as required meetings within the business (Sales, Operations, Personal Review)
• Update database with all quotes (input onto Leasepath) and monitor pending list with notes weekly
• Take ownership of customer queries, ensuring customer expectations are met and exceeded “going above and beyond” for customers internal and external
• Comply with company policy and FCA rules/guidelines including compliancy tests & SAF tests
• Assist with any other duties as reasonably requested by the Head of Credo Sales to support across the business

COMPLIANCE, TRAINING & DEVELOPMENT REQUIREMENTS

• Keep up to date with compliance regulation updates including any changes within your role
• Attend and/or complete any mandatory training courses stipulated by the Company
• Lead by example and embed the conduct rules in every aspect of your work
• Identify and approve relevant training opportunities

EXPERIENCE/PERSON SPECIFICATION

• Strong sales focus and highly motivated to achieve targets
• Good business sense and an understanding of market principles
• Proven track record of driving new business sales, ideally operating in the SME finance sector
• Strong interpersonal and organisational skills
• A positive attitude and able to work on own initiative
• Ability to thrive in a fast-paced, target-driven environment
• Solid knowledge of structuring and presenting deals to credit underwriters
• Strong people skills
• Self-motivated with a strong work ethic