Channel Selection Analyst

PEXA Group; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in Leeds is seeking a candidate for a key operational role focused on daily reconciliation, customer support, and compliance management. The successful applicant will manage exceptions, resolve issues related to settlement processes, and provide exceptional support to both internal and external stakeholders. Candidates should possess strong analytical skills, customer-facing experience, and proficiency in tools like Salesforce and Excel. This role demands excellent attention to detail and the ability to work under pressure.

Qualifications

• Ability to interrogate complex data and interpret information.
• Experience in customer facing operational support role.
• Ability to manage multiple competing priorities under pressure.

Responsibilities

• Perform daily reconciliation of safeguarded accounts.
• Monitor and track exceptions from settlement processes.
• Resolve customer enquiries via Salesforce.

Skills

Exceptional analyst skills

Excellent numeracy

Customer focused

Problem-solving ability

Attention to detail

Relationship building

Tools

Salesforce

Microsoft Excel

Job description

Overview

smooth running of our safeguarded settlement accounts and supporting customer operations. The successful candidate will be responsible for managing exceptions, daily reconciliations, and providing high-quality support to internal and external stakeholders. With a competent analytical approach, you will own and work to resolve a variety of settlement and source account issues. You will instil confidence and take pride in managing all interactions to satisfactory resolutions within tight timescales and be accountable for maintaining remarkable levels of efficiency and productivity, to delight and amaze our customer's experience.You will build and maintain strong networks internally and externally to support you in this hands‑on role.

Developing exceptional SME knowledge of the PEXA Platform, with a specialist focus on Settlements, Source Account and the Disbursement Account process and deal with all associated exception scenarios, along with policy, process and procedures. When things go wrong, the effectiveness and speed at which we resolve an issue is critical to our objective of providing a 'first-class service'.You will be responsible for real‑time monitoring, analysis and administration to identify and propose continuous improvement of our settlement processes, training, knowledge and product development ensuring we are an innovative team who are 'better together'.

Key Accountabilities

• Reconciliation – Perform daily reconciliation of safeguarded Source and Disbursement accounts; Identify, investigate and resolve any reconciliation discrepancies; Escalate unresolved exceptions promptly in line with internal policies.
• Exception Management – Continually monitor and track exceptions from settlement processes; Work closely with Finance and Operations to resolve issues; Maintain accurate records of exceptions and resolutions for audit purposes; Carry out root cause analysis of exceptions to identify, document and propose continuous improvements.
• Creation and Management of all 'settlement' process and procedures – Engage with PEXA UK customers and integrated partners to resolve issues and achieve the best outcome by providing direction, problem solving and training in a timely and professional manner; Be the 'go-to' internal expert in relation to PEXA settlement issues, understanding and sharing knowledge on cause and affect.
• Operational Support – Act as part of the Operational Team, handling customer enquiries via Salesforce; Provide timely professional and friendly responses to both internal and external stakeholders; Collaborate with cross‑functional teams to resolve customer issues.
• Compliance & Controls – Adhere to all internal policies, procedures and any regulatory requirement for safeguarded accounts; Support internal and external audits with relevant reconciliation and settlement exception data.

Essential Skills & Experience Required

• Exceptional analyst skills with the ability to interrogate complex data and interpret information and trends.
• Excellent numeracy and reconciliation processing experience.
• Experience of working in a customer facing operational support role.
• Customer focused with problem‑solving ability, exceptional attention to detail and organisational skills.
• Ability to remain composed under pressure and manage multiple competing priorities.
• Articulate and confident at relationship building, with excellent written and verbal communication skills at all levels.

Desirable

• Experience of working in a payments, finance or accounting role.
• Experience of mortgage processing or conveyancing.
• Experience of using a service support system i.e. Salesforce or similar.
• Advanced Microsoft skills, with excellent analytical database and Excel skills.

How to Apply

Sounds like you? Apply today to join PEXA’s operations team.