New Accounts Assessor

7 days ago


Leeds, United Kingdom Carlsberg Britvic Full time

Join to apply for the New Accounts Assessor role at Carlsberg Britvic Job Length: Permanent – Full Time Competitive Salary with extensive benefits: Monthly product allowance – alcoholic & non-alcoholic options available Private medical options Life assurance Company bonus scheme Access to 24/7 GP services Enhanced pension contribution Generous holiday (inc. bank holidays) Access to a range of high street discounts Location: Leeds, LS25 About the role As New Accounts Assessor, you will verify applicant information and assess key financial indicators such as credit history and payment behaviour, ensuring compliance with account-opening policies. Working closely with our Sales Teams, you’ll help deliver great customer experiences while minimising risk and driving business growth. Role Responsibilities Ensure all documentation is complete and signed, enabling accurate searches and smooth processing. Carry out thorough risk assessments on new account applications, including financial analysis, compliance checks, and basic underwriting. Gather and interpret key information from multiple sources to support informed decisions. Prepare clear, structured referrals for management, presenting essential details concisely. Upload all new account documentation within 48 hours of authorization to maintain accurate records. Build strong relationships with business partners and deliver exceptional service to internal and external customers. Uphold compliance with third‑party screening and GDPR policies. Make independent decisions where appropriate and proactively elevate issues with solutions. Experience and Key Attributes Previous experience in a similar credit role assessing financial information. Ability to work effectively in a fast‑paced environment. Working knowledge of ERP (SAP), Excel. Ability to establish rapport with customers and understand their needs. A strong eye for detail, with the ability to organise effectively and confidence to challenge. Strong analytical, investigatory and problem‑solving skills. Apply innovative and forward‑thinking solutions to improve processes and outcomes. Ability to negotiate effectively and influence key stakeholders to achieve the best risk outcome. Our commitment to diversity, equity & inclusion We welcome applications from people of all backgrounds, identities, and experiences – including those of different races, ethnicities, genders, sexual orientations, ages, abilities, religions, and socioeconomic statuses. We actively seek to create a safe and inclusive environment for all of our colleagues, where diverse perspectives are welcomed, and inclusive practices are embedded in everything we do. We are happy to support accessibility needs to ensure a fair and equitable experience for all candidates; please let us know if you require any adjustments during the recruitment process. Application Process We read applications continuously, and vacancies may be filled anytime, so please apply as early as possible. We look forward to receiving your application. #J-18808-Ljbffr



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