Loan & Finance Administrator – Grow with AAT Support

Confidential; Olney; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

AAT qualification support

System training on loan platforms

Career development in finance

Supportive finance team

Job summary

Confidential in Olney is seeking a Loan Administration & Finance Administrator to join a busy finance team, taking responsibility for administering customer loan agreements from initial setup through to settlement and closure.

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

Qualifications

• Previous administration experience in lending/financial services.
• Strong numerical ability and confidence with financial data.
• Excellent attention to detail and a methodical approach to work.
• Good communication and organisational skills.

Responsibilities

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

Skills

Numerical skills

Attention to detail

Organisational skills

Communication skills

MS Office (Excel/Word)

Education

AAT qualification (desirable)

Tools

Sage

Loan management systems

Job description

Confidential in Olney is seeking a Loan Administration & Finance Administrator to join a busy finance team, taking responsibility for administering customer loan agreements from initial setup through to settlement and closure.

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