Loan Administrator

Gold Group; Lancashire; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Benefits

Job summary

Gold Group is seeking a Loan Administrator in Lancashire to support the administration of loan operations. The role requires precise Excel work, reporting, and accuracy in payments and calculations.

You will onboard loans to the LMS, generate interest calculations and statements, and help with billing notices and reconciliations. An early-career candidate with finance exposure and strong Excel skills would fit well.

Qualifications

• Strong Excel skills and reporting abilities.
• Good eye for detail and accuracy in financial data.
• Experience in finance or financial services is a plus.

Responsibilities

• Onboard new loans onto the loan management system (LMS).
• Create interest calculations and statements in Excel.
• Prepare payments from accounts and perform weekly account reconciliation.
• Produce billing notices and remittance reports; set rates and maintain the system.

Skills

Excel

Reporting

Attention to detail

Finance knowledge

Tools

Loan Management System (LMS)

Job description

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.