Description du poste
About Allica Bank
Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Role Description
Our new product is a business loan for established UK SMEs, with fixed monthly repayments over 3 to 6 years. Most of the businesses we will be speaking to already know us, so the job is to reach the right people, understand what they need and take good applications from first conversation through to a funded loan.
You will be the person who owns that journey day to day: calling and emailing existing customers, running outreach campaigns, collecting the information we need to underwrite, and keeping the pipeline accurate so the team can see what is working. You will work closely with Risk, Legal and Data, and report progress to senior leadership each week.
Principal Accountabilities
Make outbound calls to existing and previous customers, hold clear discovery conversations about what they need the funding for, and record every outcome in HubSpot
Maintain a consistent follow up routine
Collect bank statements or Open Banking connections and any other documents needed, and pass complete applications to Underwriting with the context they