Growth‑Oriented Loan Administrator – Collaborative Team

Step One Finance Limited; Woking; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Employee benefits

Job summary

Step One Finance Limited in Woking is seeking a full-time Loan Administrator to join the Customer Service Department. You will assist customers with queries, provide statements, and manage loan data in our in-house system on-site near Woking town centre.

We value teamwork and growth, offering learning opportunities and a supportive, inclusive environment where your contributions are recognised and rewarded.

Qualifications

• Experience in the financial sector or banking is desirable.
• Customer service experience is advantageous.
• Proficient in MS Excel.

Responsibilities

• To provide Step One’s customers with assistance if they raise a query or require information.
• To provide relevant statements to customers in a timely manner in accordance with regulatory guidelines.
• To contact customers in respect of overdue balances, payments, fees and charges to ensure they remain informed.
• To read, understand and work in accordance with both the Company’s secured and unsecured policies and processes.
• To ensure the accuracy of customer and loan related data is captured during the loan administration process on our inhouse system.
• To establish and maintain an effective working relationship with key 3rd party business partners.
• To ensure that all mandatory training is undertaken in the time period set by the business.
• To conduct inbound and outbound calls with customers and 3rd party business partners in a friendly and professional way and behave in a manner that ensures Step One customers are treated fairly.
• To accurately correspond with customers via letter and/or email in order to answer their queries.
• To recognise and identify customers complaints and escalateto them accordingly.
• To recognise when a customer is ‘vulnerable’ and provide them with available forbearance options.
• To assist customers who are in arrears by providing information and options available to them.
• To escalateto management, accounts where all options to recover monies have been exhausted and legal action may be required.
• To work with the Director of Customer Services in relation to any other ad hoc queries.
• To report incidents that may have a customer impact to the Head of Compliance in a timely manner.
• To report Data Protection breaches within 24 hours to the Head of Compliance.
• To assist in the identification of Step One being used to facilitate financial crime and refer to the MLRO or Deputy MLRO in the event that you are suspicious.

Skills

Financial sector experience

Customer service experience

Tools

MS Excel

Job description

Step One Finance Limited in Woking is seeking a full-time Loan Administrator to join the Customer Service Department. You will assist customers with queries, provide statements, and manage loan data in our in-house system on-site near Woking town centre.

We value teamwork and growth, offering learning opportunities and a supportive, inclusive environment where your contributions are recognised and rewarded.