Job Description

- Underwriter/Credit Placement

The Company

Moorgate Finance Ltd specialises in providing finance to support business growth, in a wide range of industry sectors including Motorsport, Construction, Logistics, and Agriculture.

We are a dynamic company with a team of Account Managers and appointed representatives. Our offices are just outside of Towcester with an on-site gym membership, cafe, lake, and woodland.

We pride ourselves on being service-driven, are passionate about our reputation, and are seeking talented, motivated, and bright people to help us grow and to continue challenging the perceptions of finance professionals.

Role Objective

The Credit Placement Executive manages and places business with our 70+ lending partners, ensuring sales submissions are matched to the most suitable lenders. The role involves relationship management, accurate assessment of proposals, and supporting the development of financial products.

This role primarily focuses on unsecured lending and asset finance. Knowledge of reading accounts, management information, business forecasts, and bank statements is desirable. Full training will be provided to help experienced underwriters adapt to our products and processes.

Key Responsibilities

Assessing financial proposals submitted by the sales team

Amending proposals and sending them promptly to the appropriate lender to improve acceptances and returns

Communicating with lenders via telephone and in person

Negotiating with lending partners to secure the best terms for customers

Maintaining accurate records of proposals in our CRM system

Helping meet company targets and increase revenue

Controlling where the volume of business is placed in the funding market

Developing relationships with partners to grow business

Supporting the development of financial products and communicating these with the sales team

Skills, Knowledge & Experience

Competence with Microsoft Windows, Office 365, and internet-based systems

Experience with data entry and maintaining accurate records

Strong Excel skills, including creating, sorting, and analysing spreadsheets

Clear verbal and written communication skills

Excellent numeracy and attention to detail

Analytical approach to problem-solving

Ability to work independently and make sound, reasoned decisions under pressure

Ability to prioritise tasks effectively and manage time efficiently

Ability to work both collaboratively and independently

Self-motivated, resilient, and adaptable

No formal educational requirements; GCSEs in English Language and Maths (Grade C or above) preferred

Benefits include:

Life/Critical Illness Insurance

BUPA Private Medical Cover

Birthday- if your birth falls on a workday, you can have it off

On-site gym membership

Pension scheme

Employee referral scheme

Free car parking

Free fruit

Financial planning seminars

Job Types: Full-time, Permanent

Pay: 27,500.00-32,500.00 per year

Benefits:

Company events Company pension Employee discount Gym membership Life insurance On-site parking Private medical insurance Referral programme
Work Location: In person