Broker Support Coordinator

Overview

My client is a leading Commercial Finance Brokerage, they are currently looking for a highly organised and proactive Broker Support Coordinator.

This role is central to the successful delivery of funding solutions, supporting Brokers across the full deal lifecycle and ensuring a first-class experience for clients, lenders, and introducers. The successful candidate will act as a key operational support, allowing Brokers to focus on origination and relationship management.

This opportunity is well suited to someone with experience in administration who enjoys working in a fast-paced, deal-driven environment.

The applicant must have great numeracy skills, excellent attention to detail, a high level of accuracy and be able to communicate with individuals at all levels. They should also be able to juggle and prioritise a diverse task list.

Deal & Case Support;

• Support brokers throughout the full deal lifecycle, from initial enquiry through to completion.
• Assist with client onboarding, including KYC, AML, and compliance checks.
• Gather, review, and organise financial information (e.g. management accounts, bank statements, forecasts).
• Prepare lender submissions, credit papers, and deal summaries.
• Liaise with lenders to progress applications, track credit approvals, and manage conditions precedent.

Broker & Client Coordination;

• Act as a key point of contact for clients, lenders, solicitors, and introducers during live deals.
• Coordinate diaries, meetings, and calls for brokers.
• Ensure clear communication and timely follow-ups with all stakeholders.
• Maintain a high standard of client experience at all times.

Administration & Process Management;

• Maintain accurate and up-to-date CRM records for all cases.
• Track deal progress, pipeline activity, and key milestones.
• Prepare engagement letters, fee proposals, and completion documentation.
• Support invoicing and fee collection processes post-completion.
• Ensure internal processes and compliance requirements are consistently followed.

Business Support;

• Assist with reporting on pipeline, completions, and introducer activity.
• Support brokers with presentation materials and lender comparisons.
• Contribute to the continuous improvement of internal systems and processes.

• Opportunity to work at the heart of a growing commercial finance brokerage.
• Exposure to a wide range of funding solutions and deal types.
• Clear progression opportunities into broking, relationship management, or operations.
• Competitive salary and benefits package.
• Free on site parking
• Supportive, collaborative, and entrepreneurial working environment.

If this is you then please apply to this job advert or get in touch!