Description
Join a collaborative finance team where you’ll ensure commission payments are accurate, reconciled and delivered on time.
This is an entry level role with opportunities to progress - once you've passed your probation period and are proficient in your role, if you're keen to study towards a relevant account qualification, we'll support you!
Role Overview:
This is role focused on supporting the accurate processing and reconciliation of mortgage commission payments, acting as a key link between lenders and Simplybiz Mortgages members while ensuring payments are complete, timely and well-controlled within a high-volume finance environment.
Internally, we call this role Procuration Analyst.
What you'll do
* Process commission payments from start to finish, making sure everything is accurate before payments are made
* Check and match incoming payment data against system records and bank receipts to ensure everything balances
* Review and clean data received from lenders to make sure it’s complete and correct
* Help calculate and prepare payments to members in line with agreed terms
* Investigate and resolve any differences, missing payments or incorrect amounts
* Act as a point of contact for queries from lenders and members, providing clear updates and support
* Support weekly and month-end checks to ensure all payments are fully accounted for
* Keep clear records and documentation to support audit and control processes
* Work closely with wider teams (finance, operations, sales) to resolve issues and improve processes
* Assist with supplier invoices, payments and reconciliations as part of the wider finance teams
What you'll need to succeed:
Essential requirements:
* Strong attention to detail with the ability to process high volumes of financial data accurately
* Comfortable working with large datasets and repetitive workflows
* Solid reconciliation skills with a methodical and investigative approach
* Clear communication skills when dealing with internal stakeholders, lenders and SimplyBiz members
* Ability to manage multiple deadlines in a fast-paced environment
* Strong Excel capability
Desirable requirements:
* Experience in a finance operations, payments or reconciliation role is desirable
* Experience working with commission-based income or within financial services (ideally mortgages) would be advantageous
* Experience with finance systems such as Sage Intacct, Dynamics or similar is beneficial
Your approach:
* Highly organised and process-driven
* Strong sense of ownership and accountability
* Positive, team-oriented attitude with willingness to support wider finance activities
* Proactive and solutions-focused mindset
* Comfortable working with high volume tasks while maintaining attention to detail
Important to know:
Location:
This is a hybrid role, where you'll be working in our Huddersfield office 3 times each week, usually on Tuesdays, Wednesdays and Thursday. The other 2 days you'll work from home.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.