The Operational Support Officer plays a crucial role in bridging TML Operations and Shawbrook Finance to ensure the timely release and application of funds for TML customers. The successful candidate will manage completion and in-life customer service and support activities related to financial transactions ensuring an exceptional customer experience. This role demands a strong focus on time sensitive tasks facilitating the prompt release of completion funds and timely updates to customer mortgage accounts.
Responsibilities
* Request daily mortgage funds from funder
* Prepare and send loan payment file to finance for release of funds to solicitors
* Process post completion servicing system checks
* Prepare and send procuration fee remittance advices
* Prepare payment file for proc fee payments cash backs and retention releases
* Process returned funds from solicitors
* Prepare and send loan completion journals
* Monitor and manage Operational Finance mailbox enquiries
* Download and apply web portal payments to customer accounts (pre completion fees)
* Process BACS files (AUDDIS ADDACS DD Raise and ARUDD)
* Post redemption monies to customer accounts
* Post bank statement receipts to customer accounts
* Post debit card payments to customer accounts
* Validate and process invoice 3rd party invoices to customer accounts
* Validate and process 3rd party valuation invoice from panel supplier
Qualifications
* Strong experience within financial services environment
* Experience in a finance role ideally including reconciliation activities processing of payments both customer and third parties and invoice settlement.
* Technology skills - Intermediate MS Office Skills in particular Excel covering Pivot tables Macros and Excel Formula.
* Experience of working as part of a small team and making effective contributions
* Experience of working in high volume and fast paced environments with tight daily deadlines
Additional Information
Your Wellbeing
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
* EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
* Cycle to work scheme
* Discounts on gym membership
* Contributory pension scheme & death in service
Your Lifestyle
Your Lifestyle - Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.
* Minimum of 27 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
Your Contribution - Were 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
Remote Work
No
Employment Type
Full-time
Key Skills
Anti Money Laundering,Gas Turbine,Animation,Investigation,ITI,Blogging
Experience
years
Vacancy
1
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