Financial Services Coordinator
2 weeks ago
Join Together Financial Services Limited as a Processing Executive and play a vital role in our Corporate Lending team.
About the RoleWe are seeking a highly organized and detail-oriented individual to coordinate inputs and enquires into our Corporate Lending team. As a Processing Executive, you will be responsible for managing all administrative and operational aspects of lead generation required to provide for a 1st stage approval.
Key Responsibilities- Review and process corporate loan applications, ensuring all required information and documentation are complete and accurate
- Verify client information, and process application details on the required loan operating system, to ensure compliance with internal requirements
- Work closely with Corporate Sales Managers to gather any additional documentation or clarify details needed for loan processing and approval
- Deliver best-in-class service to our corporate clients, prioritizing their needs and satisfaction
- Handle all data entry for new cases before submission to ensure that all relevant information is included with a high level of accuracy
- Prepare case files for Case Managers to enable timely and appropriate underwriting decisions
- Some experience in loan processing, loan administration, or a related role in corporate lending or banking
- Familiarity with corporate loan products, documentation, and regulatory requirements (e.g., KYC, AML)
- Understanding of loan management software and systems
We offer a range of benefits, including:
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
- Buy & sell holidays
- Discretionary annual bonus
- Matched pension contribution
- Life assurance
- Critical illness cover
- Health cash plan
- Private medical insurance
- Free access to company holiday homes
- Travel season ticket loans
- Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
Together Financial Services Limited is a leading provider of property finance solutions. We pride ourselves on our common-sense approach to lending and our commitment to building a team that represents a variety of backgrounds, perspectives, and skills.
We are an equal opportunity workplace and welcome applications from diverse candidates. If you need us to make any reasonable adjustments to make your experience easier, please let us know and we'll do all we can.
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
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