Broker Support

Allica Bank

Allica Bank

Customer Service
Milton Keynes, UK
Posted on Saturday, June 29, 2024

About Allica bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Department Description

Allica exists for the half a million or so established SMEs with typically 5 to 100 employees. These SMEs are a crucial pillar of the UK’s prosperity - representing more than a quarter of all turnover and jobs - yet are increasingly neglected by traditional high street banks.

Allica has had a great start building our presence through brokers, winning an unprecedented three awards from the National Association of Commercial Finance Brokers (NACFB) in our first year of lending.

Operations is the heart of Allica Bank. It’s a very fast-moving environment where no two days are the same and where roles evolve and grow week by week.

Role Description

The purpose of the Broker Support Role within Asset Finance (AF) is to ensure the best possible customer experience for Allica’s Asset Finance product from the Banks panel of brokers.

Working closely with our Business Development Managers and Commercial Finance Brokers, our Sales Support, and Underwriting teams you will be responsible for a portfolio of AF cases, managing all relevant activity to progress the case efficiently and effectively through from proposal to document handover.

Principal Accountabilities

  • Submitting Asset Finance applications, in line with Allica’s credit policies, ensuring sufficient information is provided to the Underwriters to enable them to make sound lending decisions.
  • Deliver pre- and post-sanction administration to ensure timely release of communications, acceptance conditions and document processing to support the bank’s ethos of fast, high-quality service.
  • You are able to manage your workload and working day to ensure adherence to the team’s service level agreements and quality expectations, driving efficiency through right first time.
  • Maintain good working relationships with all panel brokers to ensure smooth and timely exchange of correspondence and communication.
  • Able to build and maintain relationships with core internal stakeholders also, Underwriting and Business Development Managers being key.
  • Maintain true and accurate records for each case including clear sanction audit trail.
  • Ensure compliance with Bank’s policies, procedures and guidelines together with all appropriate regulatory and statutory requirements, implementing actions to protect the Bank’s business at all times.
  • Adhere to the Bank’s brand and culture values, ensuring that all accountabilities are undertaken in accordance with the Banks policies and procedures, and good client outcomes form the basis of decisions made.
  • Communicate relevant information to team members, senior management and other interested parties ensuring essential features of the situation are understood, enabling informed decisions to be taken where appropriate.
  • Communicate with Introducers and Business Development Managers to gather any necessary documentation required to assess loan applications.
  • Maintain clear and accurate internal records for MI and monitoring.
  • Maintain and update customer records, including data entry into Ascent, the Core Banking system.
  • Assist Operations team and other departments as and when directed.

Personal Attributes & Experience

  • Excellent interpersonal and communication, with well-developed numeracy and written skills.
  • Proven track record in providing excellent customer service.
  • Capable of working in a fast-paced environment, managing complex, competing, and alternating priorities with a constant focus on delivery.
  • Have resilience and energy for collaborating with others, working flexibly, and driving developments rapidly.
  • Have confidence, creditability, and highly developed interpersonal skills with a ‘can-do’ attitude.
  • A ‘doer’ - happy to roll sleeves up as needed and do whatever is needed to move the business along.
  • Organizational and time-management skills.
  • Strong technical skills, especially MS Excel, PowerPoint, SharePoint, Outlook, etc.

Additional Information

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

  • Full onboarding support and continued development opportunities
  • Options for flexible working
  • Regular social activities
  • 25 days holiday – with the option to Buy/Sell
  • Pension contributions
  • Discretionary bonus scheme
  • Private health cover (with the option to add family members)
  • Life assurance
  • Income Protection
  • Family friendly policies including enhanced Maternity & Paternity leave
  • Season ticket loans

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.


We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.