Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.
We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.
The business model we have created is unique and difficult to replicate, with our 'best of both' approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you're willing to roll up your sleeves, contribute new ideas and believe anything is possible, you're our kind of person.
Work with us because you:
Want to be part of a bank built for the dynamics of the modern world
Relish a challenge and enjoy a fast-paced, innovative and hardworking culture
Enjoy finding new and better ways to solve complexity and make things happen
Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups
Care about society and the environment and want to be part of a business that cares too
Want to continue to grow professionally and be the best version of yourself
The Role & Responsibilities
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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
The Person
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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
Reward
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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
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