Finance Operations Specialist

4 weeks ago


Altrincham, Trafford, United Kingdom Altum HR Full time
Job Title: Finance Case Manager

Altum HR is seeking a highly skilled Finance Case Manager to join our dynamic team. As a key facilitator between our client's lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in shaping positive customer experiences.

Main Responsibilities:
  • Support Underwriting Team: Collaborate closely with underwriting colleagues to manage and process pipeline applications, ensuring a seamless and efficient journey from application to funding.
  • Communication Management: Monitor and respond to inquiries from email inboxes and team inboxes, providing timely and accurate communication with brokers and direct borrowers.
  • Telephone Enquiries: Handle telephone inquiries for new applications from brokers and borrowers, providing clear and helpful information.
  • Application Processing: Accurately manage the submission process, ensuring all data entry is precise for a smooth transition to underwriting. Log all new inquiries on the CRM system.
  • Fraud Prevention Checks: Complete necessary fraud prevention checks and process applications from receipt to submission.
  • Case Assessment: Package new applications, perform initial case assessments, review borrowers' assets and liabilities, and request additional information as needed.
  • Consent Requests: Request consent for second charges from existing lenders.
  • Pipeline Management: Proactively manage a pipeline of 50 cases, ensuring information is requested promptly from customers and third parties to achieve completion targets.
  • Customer Updates: Provide regular updates to customers and stakeholders, ensuring all required information is requested within service levels.
  • Data Accuracy: Ensure all data entry and system notations are accurate and completed within agreed Service Level Agreement for all new transactions.
  • Relationship Building: Communicate clearly and consistently with brokers, introducers, customers, and colleagues to build and maintain positive working relationships.
  • Preparation of Instructions: Prepare valuation, asset manager/project monitoring surveyor, and legal instructions for the underwriter.
  • Drafting Offer Letters: Draft conditional offer letters and facility letters.
  • Networking and Development: Represent the business at PIN and other networking events to support your ongoing professional development.
  • Additional Activities: Engage in activities outside your day-to-day role as needed.
Person Specification:
  • Communication Skills: Exceptional communication skills with a strong commitment to minimizing customer effort and achieving business goals.
  • Administrative Experience: Previous experience in an administration role, preferably within the financial sector.
  • Property Knowledge: Understanding of property and a desire to develop a career in the specialist finance industry.
  • Customer Outcomes: Comprehension of what constitutes a good customer outcome.
  • Attention to Detail: High degree of accuracy and keen attention to detail.
  • Organisational Skills: Excellent planning and organisational skills to ensure cases are funded within the optimal timeframe.
  • Team Player: Collaborative and supportive team player with financial sector experience.

At Altum HR, we pride ourselves on delivering exceptional and attentive service to our customers. If you are a motivated and experienced professional looking to advance your career in the specialist finance industry, we encourage you to apply for this exciting opportunity.



  • Altrincham, Trafford, United Kingdom Belinda Roberts Ltd Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Belinda Roberts Ltd. As a key member of our finance function, you will be responsible for maintaining the accuracy and integrity of our financial transactions, ensuring compliance with all relevant regulations and laws.Key...


  • Altrincham, Trafford, United Kingdom SJC Partners Full time

    SJC Partners is seeking a highly skilled Corporate Finance Specialist to lead the execution of sell-side transactions. The firm has a strong deal flow, with a range of £20m to £500m across various sectors. The successful candidate will be involved in all stages of a deal, including building complex financial models, analyzing company performance, and...


  • Altrincham, Trafford, United Kingdom Hays PLC Full time

    Senior Finance Business PartnerOur client, a leading global service provider, is seeking a Senior Finance Business Partner to join their team. As a key member of the finance department, you will be responsible for ensuring efficient and effective financial control, reporting, budgeting, and forecasting for multiple business units in the North. You will work...


  • Altrincham, Trafford, United Kingdom Zachary Daniels Full time

    About the Role:This is an exciting opportunity to join a rapidly growing PE backed international business as a Financial Controller. The company is linked with one of the world's most iconic brands and has an enviable unique platform and access to a global market.The role is crucial in maintaining financial integrity, de-risking operations, and supporting...


  • Altrincham, Trafford, United Kingdom Michael Page Finance Full time

    This is an exciting opportunity to work for a well-established business within the professional services sector, as a Management Accountant.From the outset, there is clear career progression with this role, and if you're looking for a position that gives lots of variety, this could be the role for you.Our client has been operating across their sector for...


  • Altrincham, Trafford, United Kingdom Tribal Tech Limited Full time

    Job Title: Financial Reporting SpecialistLocation: UKSalary: £45,000 - £50,000 per annumJob Overview:A leading FMCG organisation based in the UK are seeking a highly skilled and commercially minded Financial Reporting Specialist to join their finance team.This is an exciting opportunity for a dynamic finance professional to take on a key role in driving...


  • Altrincham, Trafford, United Kingdom Tribal Tech Limited Full time

    Job Title: Financial Reporting SpecialistLocation: UKSalary: £45,000 - £50,000 per annumJob Overview:A leading FMCG organisation based in the UK is seeking a highly skilled and commercially minded Financial Reporting Specialist to join their finance team. This is an exciting opportunity for a dynamic finance professional to take on a key role in driving...


  • Altrincham, Trafford, United Kingdom SJC Partners Full time

    Deal Origination and ExecutionSJC Partners is seeking a highly skilled Mergers and Acquisitions Specialist to join their team. As a key member of the deal origination team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and executing transactions from start to finish.Key responsibilities...


  • Altrincham, Trafford, United Kingdom Zachary Daniels Full time

    Financial Controller OpportunityThis is a unique chance to lead the finance operations of a rapidly growing, PE-backed international business. Our client is seeking a high-calibre Financial Controller to drive the business forward and ensure a robust risk management framework.About the RoleThe Financial Controller will oversee the company's finance function,...


  • Altrincham, Trafford, United Kingdom SJC Partners Full time

    SJC Partners is seeking a highly skilled Mergers and Acquisitions Specialist to join their team. As a key member of the firm, you will be responsible for executing sell-side transactions with a focus on deal execution and advisory services.Key Responsibilities:* Develop and maintain complex financial models to support deal execution* Conduct in-depth...


  • Altrincham, Trafford, United Kingdom Freight Personnel Full time

    Job DescriptionAt Freight Personnel, we are seeking a highly skilled Logistics Operations Coordinator to join our team. This role will be responsible for monitoring and managing orders globally from arrival at the port/airport through customs clearance to delivery at the nominated address.Key Responsibilities:Monitor and manage orders globally, ensuring...


  • Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full time

    About the RoleWe are seeking a highly motivated and experienced Sales and Account Manager to join our team at Nationwide Specialist Services. As a Sales and Account Manager, you will be responsible for delivering new business revenue and profit within a specified geographical territory and/or target sector.Key ResponsibilitiesSelf-generate appropriate levels...


  • Altrincham, Trafford, United Kingdom Aldermore Bank PLC Full time

    About the RoleWe are seeking a highly skilled Technical Product Specialist to join our Workplace Services team within our Technology function. As a key member of our team, you will play a critical role in building on-site collaboration workspaces and a modern learning environment within each of our office locations, improving the digital literacy of our...


  • Altrincham, Trafford, United Kingdom Supremesearchspecialists Full time

    Supremesearchspecialists is seeking a detail-oriented and experienced Senior Account Specialist to join their dynamic finance team. The ideal candidate will possess a strong background in accounts payable and have proficiency in various accounting software, including Xero, QuickBooks, and Sage.Key Responsibilities:Manage and oversee accounts payable...


  • Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full time

    Job DescriptionClean, well-maintained, and fully functioning buildings are vital to our customers' success. Nationwide Specialist Services works with businesses to create positive, lasting impressions, prioritizing their reputations. Our mission is to grow and provide meaningful employment to 1000 people.Role OverviewWe are seeking a Regional Sales Manager...


  • Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full time

    About the Role:The Sales Support Administrator plays a pivotal role in the smooth functioning of the sales department at Nationwide Specialist Services, contributing to the overall success of the business. This role is responsible for handling a high volume of general sales support requests from the sales department and other stakeholders, ensuring timely...


  • Altrincham, Trafford, United Kingdom Association of International Certified Professional Accountants Full time

    Company OverviewYour new company is a dynamic and growing Real Estate business based in the North West. They're looking to strengthen their finance function with an experienced Finance Manager.Your New RoleIn your new role as Finance Manager, you will oversee a team of three Management Accountants who manage over 12 entities. You will be responsible for...


  • Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full time

    Job Title: Regional Sales ManagerClean, well-maintained and fully functioning buildings are vital to keeping our customers moving. Businesses need to create positive, lasting impressions and we work with their reputations in mind. That's why we act fast, solving most problems on the first visit, and why we invest in training and support to keep our teams at...


  • Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full time

    Job DescriptionClean, well-maintained and fully functioning buildings are vital to keeping our customers moving. Businesses need to create positive, lasting impressions and we work with their reputations in mind. That's why we act fast, solving most problems on the first visit, and why we invest in training and support to keep our teams at the forefront of...


  • Altrincham, Trafford, United Kingdom Warner House & The Pure Edit Full time

    As a key member of the Warner House team, you will play a pivotal role in driving the company's financial success. Your expertise in finance will be instrumental in shaping the future of our exclusive interiors business.ResponsibilitiesKey responsibilities of this role include:Providing accurate and timely monthly management accountsEnsuring financial...