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Client Services Administrator

2 months ago

London, UK, United Kingdom Allica Bank Full time

About Allica bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.


Department Description

In August 2024, Allica Bank entered the bridging finance market with the acquisition of Tuscan Capital where its highly experienced team has been retained to help build a specialist division with the ambition to become a market leader in the bridging finance sector, leveraging our proven success in commercial mortgages and asset finance.


To support this growth, we are expanding our team to meet the increasing demands of the intermediary market.


Role Description

The purpose of this role is to is to provide general and financial administrative support to the team and business where required.


The Client Services team cover a range of processes and are responsible from enquiry stage - structuring Indicative Terms to evaluating and determining the feasibility of loan applications whist preparing a file for submission to Credit.


Working closely alongside the Credit Team and BDM’s the job involves liaising with various Third Parties including surveyors & solicitors as part of the process to ensure a smooth journey to completion.


Principal Accountabilities

  • Play a vital role in being the heart of the business, supporting all areas including sales, risk, finance and marketing.
  • Using a range of software, including email, spreadsheets, and databases
  • Maintaining client data on our office CRM system
  • Managing online and paper filing systems/ scanning/printing of documents
  • Ensuring the efficient running of the office including answering calls, assisting with meetings, handling facilities, office orders including stationery, sundries & lunches.
  • As appropriate to train and act as a First Aider and/or Fire Warden for the office
  • Attend internal meetings when required to take action points/ minutes
  • Ensure compliance with all mandatory policies and adherence to credit procedures to maintain internal credit controls.
  • Fully understand and comply with operational procedures, requirements and SLA’s.
  • Help develop appropriate MI and KPI indicators and reporting, maintaining suitable MI to enable a detailed understanding of Mortgage processing pipeline
  • Establish and actively manage a personal development plan.
  • Actively search for areas of improvement for the Bank and take ownership for delivery of these, setting a good example by displaying appropriate values and behaviour


Personal Attributes & Experience

  • Preferably previous experience working within a similar role and experience within the Bridging/ Mortgage sector is a bonus but not required.
  • Strong numeracy, analytical, verbal and written communication skill with a high attention to detail and accuracy.
  • Able to handle confidential and sensitive information in a discreet manner.
  • Have a good telephone manner, and confidence to liaise with internal stakeholders such as the distribution team, operations team and senior management, plus 3rd party suppliers such as Intermediaries, Valuers and Solicitors.
  • Able to work on your own initiative and adaptable to work across a variety of departments where needed
  • Self-starting with the ability to approach and resolve challenges
  • Ability to learn new skills quickly including adopting new processes and technology
  • Excellent time management, organisation and prioritisation of workload and able to produce quality work whilst in a fast-paced environment
  • Able to understand and comply with all regulatory requirements, plus internal policies / procedures, guidelines, risks and controls and service levels.
  • Good understanding of TCF, AML, KYC and Conduct risk.
  • Technology skills – CRM systems, Outlook, MS Excel and Word


Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you


Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.


Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.


Additional Information


Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

  • Full onboarding support and continued development opportunities
  • Options for flexible working
  • Regular social activities
  • 25 days holiday – with the option to Buy/Sell
  • Pension contributions
  • Discretionary bonus scheme
  • Private health cover (with the option to add family members)
  • Life assurance
  • Income Protection
  • Family friendly policies including enhanced Maternity & Paternity leave
  • Season ticket loans