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Finance Operations Assistant

2 months ago

Reading, Reading, United Kingdom CBC Resourcing Solutions Full time

Finance Operations Assistant

**Role Overview**

We are seeking a highly detail-oriented and proactive Finance Operations Assistant to join our growing operations team. As a Graduate Trainee, you will play a key role in supporting the delivery of our lending products.

**Key Responsibilities**

* Verify and process incoming documentation to ensure accuracy and compliance
* Update our CRM system to reflect customer interactions and deal progress
* Calculate commissions and other income/rates for our clients
* Conduct verbal delivery checks to ensure customer satisfaction
* Liaise with introducers to resolve queries and issues with documentation
* Process deals to funders and chase payment
* Manage queries from 2nd checking

**Requirements**

* Excellent attention to detail and ability to work independently
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize tasks effectively

**What We Offer**

* Competitive salary and bonus structure
* Opportunities for professional growth and development
* Flexible working arrangements, including remote work options

**How to Apply**

If you are a motivated and detail-oriented individual looking to start your career in finance, please submit your CV in confidence.