Loan & Finance Administrator — AAT Training & Growth

Pro Staff Recruitment Ltd; Olney; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Training on specialist loan management

Support towards an AAT qualification

Career development in finance

Established finance function

Job summary

Pro Staff Recruitment Ltd in Olney is seeking a Loan Administration & Finance Administrator to join a busy finance team. You will administer customer loan agreements from initial setup through to settlement and closure, ensuring accuracy of agreements and records at every stage.

This varied role offers the chance to develop knowledge of lending and financial services, work with specialist systems, and pursue an AAT qualification with business support.

Qualifications

• Previous administration experience in lending, financial services or similar.
• Good numerical skills and confidence handling financial information.
• Excellent attention to detail and a methodical approach.
• Strong organisational skills and ability to manage competing priorities.
• Good communication skills and professional query handling.

Responsibilities

• Set up and process new loan agreements, check details, figures, repayment schedules and supporting docs.
• Prepare and issue customer agreements, statements, payment schedules and other financial correspondence.
• Maintain accurate customer and agreement records throughout the loan lifecycle.
• Process amendments, calculate settlement figures and respond to queries.
• Manage administration of end-of-term settlements and closures.
• Check payments, balances and charges for accuracy.
• Support finance with reporting, reconciliations and audit information.
• Identify discrepancies and help improve processes.

Skills

Administration experience

Numerical skills

Attention to detail

Organisational skills

Communication skills

Excel

Word

Confidential data handling

Education

AAT qualification (support towards)

Tools

Sage

Loan management systems

Job description

Pro Staff Recruitment Ltd in Olney is seeking a Loan Administration & Finance Administrator to join a busy finance team. You will administer customer loan agreements from initial setup through to settlement and closure, ensuring accuracy of agreements and records at every stage.

This varied role offers the chance to develop knowledge of lending and financial services, work with specialist systems, and pursue an AAT qualification with business support.