About Level
Level is the UK’s leading specialist lender for family law and probate proceedings. We provide fair, transparent finance that helps people navigate some of life’s most challenging moments with more certainty and peace of mind.
We are building a human, high‑performing organisation where people feel trusted, valued, and supported to do their best work. Our culture is grounded in clarity, feedback, and impact, and in everyday behaviours that reflect our values:
1. TEAM FIRST 🫂 We’re stronger together. We move faster and go further when we’re in sync, have each other’s backs, and celebrate wins as a team.
2. CARE DEEPLY 💖 We all step up and own it. Our work, our decisions, our setbacks, and our outcomes – everyone is accountable.
3. ALIGN & ACCELERATE ⏩ We move fast, but we get it right. When we’re aligned and focused, we’re unstoppable.
4. EMBRACE GROWTH 🌱 We don’t do comfort zones. We stay curious, seek feedback, and learn relentlessly because growth never stops. This drives our evolution and performance – as people and as a company.
Our benefits (at a glance)
Our benefits package is designed to support sustainable high performance and wellbeing. At a glance, this includes:
- Competitive salary
- Pension contributions
- Private medical cover
- 25 days of annual leave plus your birthday off
- Financial support to set up your home office
About the role
We’re looking for someone to take ownership of how our loan book performs – not just how it is managed.
This role sits above Case Management and Recoveries, and is responsible for ensuring:
- Risks are identified early
- Complex cases are actively managed
- Decisions are made with a clear view of cost, timing, and outcome
You will own both the performance of the live loan book and the quality of the information that underpins credit and funder reporting.
What you’ll be responsible for
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Owning the loan book day-to-day – ensuring all material cases are actively managed, risks are identified early, and there are no “unknown unknowns”
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Driving case-level inputs into credit and funder reporting – ensuring portfolio reporting reflects the true risk position, not outdated assumptions
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Applying a risk-weighted view across the portfolio – prioritising time and resource based on exposure, risk, and likely outcomes
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Owning strategy for complex or high-risk cases – defining approach, making decisions (e.g. pursue vs settle), and ensuring execution aligns to desired outcomes
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Improving recoveries decisions and cost control – including risk/cost analysis of enforcement actions and oversight of legal spend
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Leading the Case Management and Recoveries functions – providing functional leadership to the Case Management Lead and Recoveries Lead, setting direction, driving accountability, and managing performance across both teams
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Building a more scalable Loan Operations function – improving processes, workflows, and system usage (Salesforce + other tools), reducing reliance on individuals
What we’re looking for
- Experience in a case-based, analytical or operational role (e.g. credit, lending, consulting, restructuring, operations)
- A track record of owning outcomes and improving them – spotting what could work better, making decisions, and following through to delivery
- A clear example of bringing structure or efficiency to a process, workflow, or case portfolio – what they changed, why, and what it delivered
- Strong judgement, with the ability to make consequential decisions using incomplete or evolving information
- Ability to identify and assess risk proactively – staying ahead of how situations develop and acting before issues escalate
- Clear and structured communication, with the ability to distil complex, multi-variable situations into simple, actionable conclusions
- Comfortable challenging assumptions across teams and functions where it improves the outcome
- Has used AI to summarise, structure, or interrogate complex information (e.g. legal documents, case histories, data sets) and turn it into a clear recommendation
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Comfortable working alongside AI tools in day-to-day tasks, with the critical judgement to know when outputs need to be challenged, verified, or escalated
Why this role is different
- You will be responsible for real decisions on live cases with financial consequences, not just analysis or process
- You will sit at the intersection of credit, operations, and recoveries, with direct exposure to senior stakeholders
- You will play a key role in building a scalable Loan Operations function, with a clear path to Loan Ops Director
Nice to have
- Experience in lending, financial services, or legal environments
- Exposure to recoveries, restructuring, or enforcement processes
- Experience working with loan management systems or operational workflows (e.g. Salesforce-based lending platforms, Phoebus, Mambu, nCino, Aryza, or similar)
- Background in consulting or fast-scaling businesses
- Experience using AI tools within a lending, legal, or financial services context
- Has applied AI tools to improve a reporting or operational workflow – not just used them, but embedded them into how work gets done
- Has experimented with AI-assisted decision support (e.g. risk flagging, scenario modelling, document analysis)
Inclusion & Equal Opportunity statement
Level is an equal opportunities employer. We value different backgrounds, experiences, and perspectives, and we are committed to building a team that reflects the diversity of the communities we serve. If you are excited about this role but do not meet every single requirement, we encourage you to apply and tell us where you can bring something special.
