Broker Operations Executive
Location: Manchester (Office Based)
Company: Greenwood Capital
Employment Type: Full Time
About Greenwood Capital
Greenwood Capital is one of the UK's fastest-growing commercial finance brokerages, helping businesses secure funding across a wide range of lending products including unsecured loans, secured lending, asset finance, invoice finance, property finance and more.
Our mission is simple: deliver exceptional service, move quickly, and use technology to make commercial finance faster and easier for UK businesses.
We're looking for a highly organised Broker Operations Executive to join our growing Operations team. This role sits at the heart of the business, ensuring applications progress efficiently from submission through to completion while delivering an outstanding experience for both clients and lending partners.
The Role
The Broker Operations Executive will support our Commercial Finance Brokers throughout the funding journey by managing applications, maintaining accurate records, liaising with lenders and clients, and ensuring every deal progresses smoothly.
This is a fast-paced role that requires exceptional organisation, attention to detail and the ability to manage multiple applications simultaneously.
Key Responsibilities:
Application Management
- Prepare and submit commercial finance applications to lenders.
- Package applications accurately, ensuring all supporting documents are included.
- Review documentation before submission to minimise delays.
- Monitor applications from submission through to completion.
- Chase outstanding information from clients where required.
Broker Support
- Work closely with Brokers to progress active cases.
- Provide regular updates on application status.
- Prioritise urgent cases and manage lender expectations.
- Assist with lender requirements and conditions prior to drawdown.
Lender Relationship Management
- Liaise daily with a wide panel of lenders.
- Build strong relationships with underwriting and broker support teams.
- Negotiate documentation requirements where appropriate.
- Ensure applications are placed with the most suitable lenders.
Client Communication
- Act as a point of contact for clients during the application process.
- Keep clients informed throughout the funding journey.
- Request additional information promptly and professionally.
- Deliver a high level of customer service at every stage.
CRM & Administration
- Maintain accurate and up-to-date records within the Greenwood Capital CRM.
- Upload documentation and record all communications.
- Ensure notes and case histories are complete and accurate.
- Manage lender portals and application tracking systems.
- Produce documentation for offers and completions.
- Support reporting and general operational administration.
Process Improvement
- Identify opportunities to improve operational efficiency.
- Support the implementation of new technology and AI tools.
- Help maintain internal processes and operational documentation.
- Contribute ideas to improve client experience and turnaround times.
About You
You'll be someone who thrives in a busy environment and enjoys bringing structure and organisation to complex processes.
Essential
- Excellent organisational skills with strong attention to detail.
- Ability to manage multiple cases simultaneously.
- Strong written and verbal communication skills.
- Comfortable working with CRMs and multiple software systems.
- Proficient in Microsoft Office, particularly Outlook and Excel.
- Strong problem-solving ability.
- Professional, proactive and highly organised.
Desirable
- Experience within commercial finance, banking, asset finance or business lending.
- Experience working with lender portals.
- Knowledge of commercial lending products.
- Experience supporting brokers or relationship managers.
- Understanding of AML/KYC and financial documentation.
- Experience using bespoke CRM systems.
What Success Looks Like
- Applications submitted accurately and promptly.
- Excellent communication with brokers, lenders and clients.
- Cases progress efficiently with minimal delays.
- CRM records maintained to a consistently high standard.
- High levels of client and lender satisfaction.
- Operational processes continually improved.
What We Offer
- Competitive salary.
- Performance-based bonus.
- Clear progression opportunities within a rapidly growing business.
- Modern Manchester office.
- Ongoing training and development.
- Exposure to one of the UK's fastest-growing commercial finance brokerages.
- Opportunity to work alongside an ambitious, supportive and collaborative team.
Why Join Greenwood Capital?
At Greenwood Capital, we're building more than a brokerage—we're building a technology-enabled commercial finance platform focused on delivering exceptional service and industry-leading turnaround times.
You'll join a business that values ownership, continuous improvement, and collaboration, where your work has a direct impact on our clients' success and the continued growth of the business.
Pay: £25,000.00-£28,000.00 per year
Benefits:
- Casual dress
- Company pension
- On-site parking
- Private medical insurance
Work Location: In person
