Data Analyst/Business Intelligence Analyst

Rescourcery Group; Wilmslow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing financial services company in Wilmslow seeks a Data Analyst/Business Intelligence Analyst to manage loan processes and ensure a positive customer experience. Responsibilities include coordinating with clients and stakeholders, maintaining compliance in documentation, and contributing to process improvements. The ideal candidate has prior experience in a financial services role, focusing on detail and communication. This role helps enhance operational efficiency.

Qualifications

• Experience in a financial services business, preferably in processing or case management.

Responsibilities

• Support loan completion by coordinating between internal teams and stakeholders.
• Manage the full loan process from application to completion.
• Maintain a seamless client experience through proactive communication.
• Build strong relationships with clients and brokers.
• Ensure compliance and accuracy across all documentation.
• Contribute to process improvements by identifying bottlenecks.

Skills

Coordination

Relationship building

Communication

Attention to detail

Process improvement

Job description

Data Analyst/Business Intelligence Analyst

Overview: An opportunity has arisen to join an exciting, growing financial services business, working within a tightly knit team who are responsible for the smooth running of new business opportunities, ensuring the customer experience is as positive as possible.

Responsibilities

• Support loan completion by coordinating between internal teams, clients, and third-party stakeholders (brokers, valuers, solicitors).
• Manage the full loan process from application to completion, ensuring all documentation and checklists are accurately completed.
• Maintain seamless client experience through clear, proactive communication and efficient handling of queries.
• Build strong relationships with brokers, clients, and partners to facilitate smooth transactions and repeat business.
• Ensure compliance and accuracy across all documentation, adhering to internal underwriting and quality standards.
• Educate and guide clients on the company’s processes to streamline future applications.
• Contribute to process improvement by identifying bottlenecks and suggesting practical enhancements.
• Work to tight deadlines without compromising quality or attention to detail.
• Represent the business professionally at broker presentations and corporate events.
• Support team development, acting as a mentor for new starters and sharing best practices.

Qualifications

Ideally suited to someone who has prior experience in a financial services business, ideally in a processing/case management role.