The Operational Support Officer plays a crucial role in bridging Retail Mortgage Operations and Shawbrook Finance to ensure the timely release and application of funds for our customers. The successful candidate will manage completion and in-life customer service and support activities related to financial transactions, ensuring an exceptional customer experience. This role demands a strong focus on time sensitive tasks, facilitating the prompt release of completion funds and timely updates to customer mortgage accounts.
- Request daily mortgage funds from funder
- Prepare and send loan payment file to finance for release of funds to solicitors
- Process post completion servicing system checks
- Prepare and send procuration fee remittance advices
- Prepare payment file for proc fee payments, cash backs and retention releases
- Process returned funds from solicitors
- Prepare and send loan completion journals
- Monitor and manage Operational Finance mailbox enquiries
- Download and apply web portal payments to customer accounts (pre completion fees)
- Process BACS files (AUDDIS, ADDACS, DD Raise and ARUDD)
- Post redemption monies to customer accounts
- Post bank statement receipts to customer accounts
- Post debit card payments to customer accounts
- Validate and process invoice 3rd party invoices to customer accounts
- Validate and process 3rd party valuation invoice from panel supplier
- Strong experience within financial services environment
- Experience in a finance role, ideally including reconciliation activities, processing of payments, both customer and third parties and invoice settlement.
- Technology skills - Intermediate MS Office Skills, in particular Excel covering Pivot tables, Macros, VLookups and Excel Formula.
- Experience of working as part of a small team and making effective contributions
- Experience of working in high volume and fast paced environments with tight daily deadlines
Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace, a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service
Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.
- Minimum of 27 days holiday per year
- Option to buy or sell holiday days through our flexi-holiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving
Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
