This role will include but is not limited to the following tasks:
Management of incoming and outgoing post across the company ensuring all items are logged, assessed and assigned across all mandates
Management of incoming cheques, ensuring all reviewed and applied in a timely manner across all mandates.
Mailbox management across a variety of mailboxes, both internal and external.
Progress customer lettering requirement aligned to inbound/outbound post and email requests.
General loan administration such as issuing mortgage statements, redemption statements and updating profiles
Executing Settlements and Account Closures inline with instruction from case management
Performing QA on colleagues’ outputs to align with the four-eye process for manual lettering where other team members perform this role.
Work within agreed metrics, for all operational and customer requirements, including meeting agreed targets and service level agreements
Consistently records incidents immediately on detection of errors and engages with Risk Partner / Risk Owner to resolve where required.
Displays awareness of the MCFID risk and control environment, engaging proactively with colleagues and management to identify and mitigate risk.
Ensure all company processes and procedures are carried out within appropriate timeframes.
Qualifications
Previous loan servicing or banking experience preferable
Relevant APA qualification welcome
Excellent communication skills, both written and verbal
Attention to detail and accuracy
Maintaining good interpersonal relationships
Positive engagement with change initiatives
Consistently demonstrates that “the customer is at the heart of everything we do” by ensuring that customer impact is considered in the course of all BAU activity
Ability to react and deal with change in a fast-moving environment
Proven abilities working with word, excel, power point tools to support outputs for approval/review
Working as part of a team to achieve common goal. Supporting colleagues and providing advice and/or contribute to problem solving sessions as required