Work For Us

Due to growth and high demand from the business community, we are seeking to employ a Finance Administrator to enhance our operational and financial performance, capacity, and capability.
First Enterprise – Enterprise Loans addresses economic regeneration by providing loans and business support to SMEs that are unable to raise finance from traditional mainstream sources.

Finance Administrator

Job Purpose

Supporting a busy team, you will be responsible for producing complex loan documents, you will be dealing with client enquiries via telephone and email and producing a variety of reports. You will primarily be supporting the Investment team although ad hoc work will be required for other departments across the business.

Duties & Responsibilities

Operational

· To produce all paperwork relating to the loan processing.

· To liaise with clients and stakeholders to produce the required documents and reports.

· To demonstrate the relevant levels of competence on FEELs systems and databases.

· To liaise closely with legal to produce the relevant security documentation.

· To complete and maintain all records linked to funded contracts, ensuring that evidence for outputs is completed to audit standard.

· To analyse data to support the requirements of the business.

· To work on contractual data returns.

· To support with internal and external audit requirements.

· To prioritise and manage your time in order to meet the requirements of the role and the needs of the organisation.

· To follow the procedures and processes laid down by the organisation.

· To file reports and other documentation in the line with the requirements of the organisation

· To provide appropriate cover for holidays and absences.

· To undertake any other duties as may be reasonably requested by your manager appropriate to the grade and responsibilities of this post.

· Such other administrative tasks as may be required from time to time

Compliance

· You will undertake all annual compliance training in a timely manner.

· You will need to adhere to the Standard Operating Policies for the organisation which set the standards and behaviours required from all staff for adherence to the legal and regulatory requirements of a Financial Services Organisation.

· To assist the wider team as and when required.

· To update your manager as applicable with any workload issues or concerns.

· To maintain successful working relationships with external stakeholders.

· To collaborate and liaise effectively with all other departmental functions.

· To ensure that personal knowledge and skills are regularly updated to ensure effectiveness in meeting work objectives.

· To keep up to date on latest developments and practices within the industry.

Statutory

· To operate within the relevant regulatory constraints including the Financial Conduct Authority, Data Protection Act, Anti Money Laundering and Proceeds of Crime Act

· Maintaining professional standards of conduct including client and commercial confidentiality, impartiality, and independence.

Job Types:

Full-time, Temporary contract, Fixed term contract

Please send your CV to ddavis@first-enterprise.co.uk.

Investment Manager

Job description

First Enterprise – Enterprise Loans (FE-EL) is a Not-for-Profit organisation that addresses economic regeneration by providing loans and business support to Small to Medium sized businesses that are unable to raise finance from traditional mainstream sources.

Our government-backed loans and related services help to strengthen enterprises, create employment, and contribute to the economic revitalisation of the communities we serve. Over the past 30 years, we’ve provided over £46m of loans to 3593 businesses, creating 3238 new jobs and helped 1556 entrepreneurs start up their own business.

As part of our ongoing growth strategy, an opportunity has arisen for a Relationship Manager based in our Nottingham office, with travel across the East and Southeast Midlands region.

Main Duties

  • Explain the loan application process in detail and coach applicants on what documents and information they will need to submit
  • Assist clients with developing thorough business plans, financial forecasts, and other supporting documents required as part of the application
  • Analyse applicants’ business proposals and plans to conduct due diligence as per company credit policy guidelines
  • Prepare written recommendations and reports on loan applicants for the Credit Assessor to evaluate
  • Follow up with applicants to request any missing documentation and information needed before submitting their full application
  • Developing relationships with prospective small business customers and sourcing new lending opportunities
  • Conducting meetings with potential borrowers to understand their financing needs and promote our lending solutions
  • Preparing and delivering sales presentations to small business owners
  • Overseeing the client onboarding process including loan applications and securing required documentation
  • Managing an ongoing portfolio of small business lending clients, maintaining frequent contact and maximising repeat lending opportunities
  • Finding and nurturing relationships with introducers such as loan brokers who can refer small business clients
  • Attending networking events to connect with the local small business community
  • Signpost customers to relevant external organisations
  • The role is targeted, and Investment Managers will be expected to achieve a minimum amount of loan approvals per month. A quarterly bonus is paid upon achieving approval targets.

Qualifications and Experience:

Essential

Proven business lending experience

Skills and Abilities:

Analysis of business proposals.

Exceptional organisational and communication skills

Capacity to learn quickly and execute accurately.

Ability to build relationships.

Knowledge of Microsoft Office packages including Microsoft Excel

Job Type: Full-time

Salary: £30,000 – £36,000 per year plus Bonus

Benefits:

Quarterly bonus

Company pension

Free parking

On-site parking

Work from home.

 

Schedule:

Monday to Friday

No weekends

 

Please send your CV to dcarrico@first-enterprise.co.uk.

Application deadline: 30/05/2024

Business Adviser

Key Responsibilities:

• Have phone conversations with potential start-up business customers who have enquired about our government-backed start-up loan scheme

• Explain the loan application process in detail and coach applicants on what documents and information they will need to submit

• Assist clients with developing thorough business plans, financial forecasts, and other supporting documents required as part of the application

• Analyse applicants’ business proposals and plans to conduct due diligence as per company credit policy guidelines

• Prepare written recommendations and reports on loan applicants for the Credit Assessor to evaluate

• Follow up with applicants to request any missing documentation and information needed before submitting their full application

• Attend networking and entrepreneur events to promote our Start-Up Loans and connect with the start-up community

• Develop relationships with local business support organisations who can refer start-up loan leads

• Continually expand product knowledge of the different government-backed business lending programmes

• Accurately input and update customer details using our CRM system, Atlas portal and Office 365 programmes

• Prepare weekly status reports on application pipeline and conversion rates

• Achieve monthly targets for new start-up business loan applications submitted

• Provide excellent customer service throughout the application process, answering all applicant queries in a clear, patient and prompt manner

• Signpost customers to relevant external organisations

Job Types:

Full-time, Temporary contract, Fixed term contract

Please send your CV to ddavis@first-enterprise.co.uk.