Start-up Loan Pipeline Manager

Job title:

Start-up Loan Pipeline Manager

Company

The Growth Company

Job description

The Growth Company Business Finance Team (GCBF) are looking for a dynamic, engaging individual to act as first point of contact for all Start-up Loan (SUL) applicants. The right candidate must be confident and able to communicate effectively to a wide range of entrepreneurs, as well as being empathetic and understanding of the barriers that start-ups face.GC Business Finance is a not-for-profit lender that specialises in simple, hassle-free loans to help business start, grow and thrive, providing a fresh, ethical approach to supporting SMEs. Through its alternative finance products, GC Business Finance has supported over 30,000 growing business, unable to obtain funding through a mainstream lender such as a high street bank, to achieve their goals.The role of Pipeline Manager will oversee and effectively manage customer calls, emails, and face to face engagements for clients enquiring for a Start-up Loan. You will be the forefront of the service and crucial to the customer journey and flow through of applications.All SUL customers contacting the team will receive a full business diagnostic, to identify their eligibility and business support/funding requirements. After training this role can be conducted remotely, though travel to Salford Keys (office) will be required 1 day per week.Key Responsibilities:

• Handling client enquiries via; phone (inbound and outbound campaigns), email and face to face (events/networking).
• Ownership of the enquiry inbound line, as well as ownership of a dedicated inbox.
• Liaising with the Start-up Loan Company’s Digital team to establish oneself as GCBF’s CRM champion.
• Managing a robust pipeline of enquiries through the Atlas CRM system, ensuring maximum deal flow to a team of underwriters.
• Working alongside the Business Support Manager in delivery of workshops and 1-to-1 support.
• Completion of SUL diagnostic with all customers to assess the eligibility and needs of each applicant.
• Throughout the client engagement process, using appropriate questions, tools, processes, and systems where required and establishing/maintaining effective relationships and key client contacts.
• Guide and support the client through a set of broad issues affecting their business, providing information or access to internal/external resources or solutions to support their business.
• Ensure all potential clients comply with the project eligibility criteria by ensuring that initial eligibility checks, prior to formal assessment and action planning are carried out and recorded.
• Following the initial conversation, clients will be referred and introduced to appropriate internal/external services identified as appropriate and this will be recorded on the CRM system.
• Undertake outbound campaigns as required/instructed, this will include warm and cold calls to potential customers across the region to promote and introduce GCBF services and to make qualified referrals internally and externally.
• Recording daily, weekly, and monthly performance on team performance trackers to feed into 121 KIT’s, training needs analysis and ongoing team training and development.

About you:

• Client relationship management skill, able to liaise at all levels within a business.
• Sales and Account management skills.
• Outbound client acquisition experience.
• Excellent planning, organisational, administrative and project management.
• Well-developed IT skills, including an understanding of computerised management information systems, spreadsheets, diary management, e-mail, and CRM databases.

Requirements:

• Degree level business education (not essential), or degree level qualification with a management body or the relevant business experience to match those.
• Business experience in the private sector, including liaising with senior management or Director level.
• Understanding and experience of using project management techniques.
• Has technical knowledge in the key areas of starting up a business.
• Knowledge and understanding of the key national, sub-regional and local organisations and their role in supporting economic development and specifically business growth.

LocationSalfordBusiness Area Logobfs.jpgCompany LogoBusiness Finance SolutionsCompanyBusiness Support Business Finance (BSBF)Contract typePermanent/ Full- timeSalaryUp to £27,000 perannumAdvert Brandbfs.jpgClosing Date26/01/2025Ref No4459Documents(Word, 40.48kb)We are committed to increasing the diversity of our workforce, we provide a guaranteed interview to applicants who meet the essential requirements for a role. This commitment applies to candidates who have a disability or are from a diverse ethnic community.As part of our application process, you can ask to be considered under this scheme if you are from an ethnic community or have a physical or mental impairment that has a substantial and long-term negative effect on your ability to do normal daily activities. Providing that you meet the essential criteria for the role, you will then be invited for an interview. Your guaranteed interview application will only be shared with the Hiring Manager and our Internal Recruitment Team.We are a member of the national campaign Ban the Box; this campaign aims to open opportunities for people with convictions to compete for jobs. We’re supporting the campaign by removing conviction questions at the applications stage.GC aims to promote a culture of flexibility and agile working. Going forward we will be transitioning to a culture where full agile working will be a feature of many of our roles. We also recognise that there may be a need for more permanent flexibility in your working arrangements and in such cases, we encourage you to have these discussions at the interview stage, to enable your flexible working request to be considered as early as possible.If you require support with the recruitment process, please contact or Internal Recruitment Team at or call us on 0161 237 4447.All GC colleagues will work inline with the Health & Safety at work act and the GC Health & Safety Policy.

Expected salary

£27000 per year

Location

Salford

Job date

Sat, 11 Jan 2025 06:06:43 GMT

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