Operational Support Officer

The Operational Support Officer plays a crucial role in bridging TML Operations and Shawbrook Finance to ensure the timely release and application of funds for TML 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

Qualifications :

• 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 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

Additional Information :

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 - Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre 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 - Were 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

Remote Work :

No

Employment Type :

Full-time