Loans Officer/member Service Advisor

1 month ago


Cardiff, United Kingdom St David Recruitment Services Ltd Full time

**Loans Officer/Member Service Advisor**

**Cardiff location primarily but may be required to travel to our Barry branch as required, this could be for one day coverage or for an extended period of time.**

**Salary - £21,800**

**Full time or Part Time opportunity**

**Permanent**

**PEM906**

Our client is looking for a Loans Officer/Member Service Advisor to join their team on a permanent. There is a full time or part time opportunity.

**Essential**
- The role is heavily customer service focused so excellent customer service skills is essential
- Confident, engaging telephone manner
- Relevant experience and knowledge within a customer service, credit union, banking or similar financial environment.
- A good level of education, including strong numeracy and written English skills.
- Excellent communication skills
- Highly organized
- Good IT skills

**Responsibilities**
- To be responsible for the implementation of our client’s policies and procedures, in compliance with relevant regulations and legislation.
- To implement a range of daily administration duties, data processing and bank tasks to ensure the effective performance of the organisation and to provide an approachable and proactive reception service. Dealing with members queries and accounts efficiently and in a timely manner as and when required.
- To ensure the provision of appropriate advice on income maximisation and benefit entitlement for members, assisting members to maximise their opportunities of accessing and successfully repaying affordable loans wherever possible.
- To develop and implement an effective range of pro-active decisions to ensure responsible and ethical lending practices and to inform the member of any decision made throughout the process.
- To work in partnership with other relevant bodies, key partners and colleagues to achieve organisational objectives, developing and maintaining effective referral systems with a range of advice and support agencies, to assist members and promote financial capability and inclusion and support the services provided by our client.
- To be responsible for data security and systems management.
- To promote a range of community and employer loan promotions, to effectively increase our loan portfolio.
- To develop and maintain systems for monitoring the effectiveness of services and the achievement of loans profiling, service standards and performance targets.
- To data process member accounts and financial records.
- To train and assist wider team members in loan and Member service processes and objectives.
- To carry out any other duties as directed by your Line Manager

If this role is of interest and you have the relevant essential skills, please send your CV to us today

INDPERM2

**Job Types**: Full-time, Part-time

**Salary**: £21,800.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday
- Weekend availability

Work Location: In person

Reference ID: PEM906



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