Loan Support Officer

The Opportunity

Shawbrook is a new type of specialist financial services company, combining the relentless focus on customer service and innovation you would expect from a fintech with the expertise and certainty of a bank. Shawbrook is driven by a purpose to solve complex problems that unlock opportunity for its rapidly growing customer base of over 300,000 UK consumers and businesses.

Our success would not have been possible without our Team. Our people differentiate us from the competition through their deep sector knowledge, they are the life force of our business.

Join Shawbrook because you:

- Want to help us deepen our industry sector knowledge, combining technology alongside the best banking brains
- Want to build a bank for the future and be part of our digital transformation journey that will enable customers & businesses to thrive
- Want to continue to grow professionally. We encourage you to grow and be the best version of yourself
- Care about sustainability? We want to be better for our people, environment, and society
- Bring passion and enjoyment to your work. You’ll work hard but you’ll have fun too

The Role & Responsibilities

To support the Portfolio Managers and Relationship Directors within the Development Finance team to on board new customers and assisting with aspects of in-life loans such as regular drawdown payments and instructions to lawyers re property sales/redemptions.

To support the Portfolio Managers on the Completion aspects of new loans from Credit Approval to Completion.

To process the ongoing drawdowns of in-life loans following the recommendation of the Portfolio Manager (PM).

To instruct the Bank’s lawyers in respect of property sales following approval of PM and to monitor the subsequent receipt of funds and loan pay down.

Producing loan and redemption statements at the request of borrowers and [reviewed by PM prior to issuing]

Systems maintenance will be essential to ensure that all reporting of data from the bank’s systems is up to date and accurate.
- Ensure a good understanding of all the company’s policies, procedures and compliance guidelines, installing the principles in your daily practice to protect the company from any associated risks
- To carry out completion aspects for new loans such as KYC and data inputs for new loans
- Liaise with the borrower and professionals: - (Valuer (Appraisers), Project Monitor and lawyers; to obtain fee quotes
- Monitor receipt of fees and provide formal written instructions to professionals
- Manage input to Bank systems in preparation for initial drawdown
- Processing of interim drawdowns - issuing the relevant document to the client following PM review of the interim report.
- Instructing Bank’s lawyer for property sales and redemptions in conjunction with PMs
- Managing and producing loan and redemption statements at the request of borrowers
- Filing of correspondence to the electronic folders

The Person
- Familiar using computer-based software
- Good/confident communicator with internal and external parties
- Attention to detail/accuracy
- Time management
- Good organisation skills
- Strong team player

Reward

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

- Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace, a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service

Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.
- Minimum of 25 days holiday per year
- Option to buy or sell holiday days through our flexi-holiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving

Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done