Job Description

Customer Fulfilment Officer

The Company:

Momenta Finance is a dynamic and rapidly expanding alternative finance provider in the non-bank lending sector, embarking on an exciting growth journey. Our founding ambition is to offer SMEs and property developers the funding they need to prosper. By combining technology with some good common sense, we take a personalised approach to small business lending. Our lending decisions are often bespoke and it's this personal touch that makes us different. Since we launched in 2013, we've helped countless small businesses to grow, and we intend to do so for many more. We are a small, ambitious team with diverse backgrounds working in a fast-moving environment. We support each other, learn from each other, and have a lot of fun along the way.

The Role

As a Customer Fulfilment Officer, you will manage the process from loan submission through to completion, ensuring all legal, compliance, and operational requirements are met so that funds can be released efficiently and accurately. The Customer Fulfilment Officer acts as the key liaison between brokers, solicitors, and internal teams to deliver a smooth and timely completion experience.

Reporting To:

Head of Operations

Responsibilities will include (but not limited to):

Gaining an in-depth knowledge of our processes and requirements. Manage and monitor applications from initial submission through to funding. Screen new deals for completeness, eligibility, and compliance with internal criteria. Manually input deals received via email into the broker portal. Evaluation of funding applications received by Momenta Finance, including pulling credit reports to review, and other financial information. Act as the main point of contact for brokers and borrowers post-credit approval. Compilation of legal agreements involving direct communication with Momenta Finance's legal team. Review approval conditions and prepare completion checklists. Liaise with valuers, solicitors, and internal stakeholders to obtain outstanding documents. Ensure all KYC/AML, compliance, and documentation requirements are satisfied prior to completion. Coordinate with the Accounts team to arrange drawdown once all conditions are met. Maintain accurate records on internal systems and CRM. Provide proactive updates to brokers and borrowers to maintain excellent service standards. Identify and suggest process improvements to enhance efficiency and customer experience. Any other ad-hoc duties as required

Skills and Qualifications:

Experience in loan administration, completions, or lending operations (commercial finance preferred). Excellent attention to detail and organisational skills. Strong communication and relationship management skills. Knowledge of conveyancing processes and legal documentation. Ability to work under pressure and meet tight completion deadlines. Proficient in MS Office and CRM/loan management systems. (preferable not required)

How to Apply

Please send your CV to hr@momentafinance.co.uk with the subject 'Customer Fulfilment Officer' We're committed to building a diverse and inclusive workplace. We welcome applications from people of all backgrounds, experiences, and identities. If you require any reasonable adjustments to support you through the application or interview process, please let us know - we'll do our best to accommodate your needs.

Details and benefits

Duration: Permanent Employment Type: Full Time Salary: Market related depending on experience Leave: 25 days annual leave Hours: 9-6pm Location: 5 Days a week, Office based role - Finchley Road, NW London. Convenient location with easy access to public transportation (Metropolitan, Jubilee, Thameslink and Overground) Start Date: ASAP
Job Type: Full-time

Benefits:

Company pension Cycle to work scheme Employee discount Life insurance Private medical insurance
Application question(s):

Do you have the right to work in the UK? Do you have any experience in loan administration or similar?
Work Location: In person