Junior Account Manager - Unsecured Loans

Curated Talent Group are partnering with a leading business in Tamworth who are looking for a Junior Account Manager in their unsecured lending team. Your role will be to support customers and brokers with fast, accurate and compliant loan processing. This role is ideal for someone early in their commercial finance career who is confident on the phone, comfortable handling multiple applications, and motivated to learn the full end to end unsecured lending process.

Purpose of the Role

To support the growth of the unsecured lending portfolio by managing inbound enquiries, qualifying customers, preparing loan applications, and assisting senior account managers with deal progression. The role focuses on customer service, sales support, accurate documentation and learning how to structure unsecured business loan deals.

Key Responsibilities

Customer & Broker Support

• Handle inbound enquiries from customers and brokers regarding unsecured business loans.
• Qualify customers by gathering financial information, business details, and loan requirements.
• Provide clear explanations of loan products, terms, rates, and eligibility criteria.
• Maintain regular communication with customers throughout the application process.

Loan Processing & Administration

• Prepare and submit loan applications in line with lending policies and compliance requirements.
• Review bank statements, credit reports, and supporting documents for completeness and accuracy.
• Update CRM systems with customer notes, application progress, and pipeline activity.
• Assist senior account managers with documentation, follow‑ups, and deal progression.

Sales Support & Pipeline Growth

• Identify opportunities to upsell or cross sell relevant lending products.
• Support outbound activity by contacting warm leads and re‑engaging previous applicants.
• Help maintain a healthy pipeline by ensuring applications move quickly and efficiently.

Compliance & Quality

• Ensure all applications meet internal and external compliance standards.
• Follow responsible lending guidelines and maintain accurate records.
• Escalate any concerns or unusual activity to senior team members.

Team Collaboration

• Work closely with senior account managers, underwriting and customer service teams.
• Attend team meetings, training sessions, and product workshops.
• Contribute to continuous improvement of processes and customer experience.

Skills & Experience

Essential

• Strong communication skills (phone, email, customer interaction).
• Confidence speaking with business owners and brokers.
• Good organisational skills and attention to detail.
• Ability to manage multiple applications at once.

What Success Looks Like

• Fast, accurate processing of unsecured loan applications.
• High customer satisfaction and repeat engagement.
• Strong support to senior account managers.
• Growing confidence in structuring and progressing deals.
• Consistent contribution to team targets and funded volume.

Starting salary £28,000 with guaranteed commission of £350 per month ( for 3 - 6 months ) with an opportunity earn up to £40,000 in your first year.

Lots of opportunity for progression with regular development opportunities.

Equal opportunities & application process

We are an equal opportunities consultancy and welcome applications from all backgrounds. All application are handled confidentially. If you haven't heard from us within 7 days, please feel free to connect with us a Curated Talent Group to stay up to date on future opportunities.

Pay: £28,000.00-£40,000.00 per year

Benefits:

• Free parking
• On-site parking

Work Location: In person