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Proposal Processing Officer

1 month ago

Reading, Reading, United Kingdom Investec Full time
Job Description:

The Proposal Processing Officer role at Investec is responsible for supporting the credit team and external clients in providing exceptional service and ensuring seamless proposal processing. This position requires a highly organized and detail-oriented individual who can effectively manage multiple tasks and meet tight deadlines.

About Investec:

As a specialist bank serving clients primarily in the UK and South Africa, Investec values innovative thinking, collaboration, and professional growth. We offer a dynamic work environment with opportunities for development and advancement.

Key Responsibilities:
  • Support the credit team in preparing and packaging applications for underwriting.
  • Process proposals efficiently, ensuring accuracy and quality.
  • Maintain regular contact with key brokers, fostering strong relationships.

Requirements:
  • Demonstrate understanding of lease and asset finance concepts.
  • Ensure compliance with AML/KYC requirements.
  • Show analytical skills, attention to detail, and excellent communication abilities.
  • Possess client-focused approach and knowledge of Investec's products and services.
  • Meet deadlines and prioritize tasks effectively.
  • Show self-motivation and good time management skills.

What We Offer:
  • A competitive salary: £32,000 - £42,000 per annum.
  • A range of wellbeing benefits, including wellbeing subsidy, corporate gym membership, virtual GP, and more.
  • Non-contributory pension and discretionary bonus.
  • Life and income protection, including life assurance, critical illness, and income protection.
  • Season ticket loan and electric vehicle scheme.