Loan Administrator – Excel & Reports (Lancashire)

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

Benefits offered by this job

Benefits

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Excel skills

Reporting

Attention to detail

Finance experience

Tools

LMS

Job description

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.