Loan Administrator

Gold Group; Chorley; Presencial; GBP 27 000 - 33 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits

Resumo da oferta

Gold Group is seeking a Loan Administrator for a Lancashire-based financial team to support loan administration and client reporting. The role focuses on accurate calculations, payments, and communications, with strong Excel skills and familiarity with reporting.

You will onboard new loans onto the loan management system, prepare payments, reconcile accounts weekly, and produce client reports using LMS and Excel.

Qualificações

• Experience in finance administration and reporting.
• Strong attention to detail and data accuracy.
• Proficient use of Excel for calculations and statements.

Responsabilidades

• Assist with loan administration, calculations, payments and communications.
• Onboard new loans onto the loan management system (LMS).
• Create interest calculations and statements in Excel.
• Prepare payments, monitor accounts and weekly reconciliations.
• Produce billing notices/remittance reports and maintain system data.
• Calculate agency fees and liaise with Finance to raise invoices.
• Maintain loan IPD/Fee diaries and portfolio databases.

Conhecimentos

Excel skills

Reporting

Attention to detail

Finance experience

Ferramentas

LMS

Descrição da oferta de emprego

Loan Adminstrator, Lancashire

30,000 + Benefits

We are working with a financial team located in Lancashire who are looking to attract to the business someone who will help with the administration of loans.

The role involves ensuring calculations, payments and communications are accurate. The role is very much an administrative role and would suit someone who is perhaps early in to their career within the financial services sector, and is confident using Excel and strong on reporting.

You will be onboarding new loans onto the loan management system creating interest calculation (in Excel), creating interest calculations and producing interest statements.

Preparing payments from accounts, monitoring accounts and weekly reconciliation of the accounts.

Preparing billing notices/remittance reports, rate setting and maintenance of the system.

Calculation of Agency Fees.

Maintenance of Loan IPD/Fee Diaries.

Maintenance of the Portfolio Database/Bank Account spreadsheets/Distribution Lists.

Preparation of periodic client reports using both LMS and Excel.

Calculation of Agency Fees and liaison with the Finance Dept. to arrange for associated invoices to be raised.

Who are we looking for?

Someone local to the area who has a good eye for detail, who has Excel skills, and has worked in finance and may have transferable skills to carry out the role with support and training on areas needed.