Loan Operations Executive

Job Description

• Process internal physical post including cheque payments.
• 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
• Performing QA on colleagues’ outputs to align with the four-eye process for manual lettering  and system amendments 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

Additional Information

D&I statement