Job Description

A dynamic organization which can offer the right candidate an extraordinary career path within an environment of excellence and considerable potential.

The main responsibilities for the Operational Finance Officer includes:

• Preparation of the daily funds release for a growing mortgage book.

• Application of financial transactions to the mortgage platform.

• Daily reconciliation and cash sweep of cleared funds.

• Daily investigation of unidentified items.

• Payment of 3rd party invoices and Expense claims.

• Assist in the production of key management information and reporting.

• Strict adherence to department policies and procedures, challenging any gaps identified and providing recommendations for change.

• Proactive engagement with key stakeholders, both internal and external to the business.

• Actively contribute to achievement of departmental Key Performance Indicator’s (KPIs) and Service Levels (SLAs).

• Set high standards in relation to dealing with enquiries from other operational areas, demonstrating a desire and willingness to listen and take appropriate action when necessary.

• Take responsibility for maintaining own CPD (Continuous Professional Development) folder ensuring it is kept up to date.

• Actively participate in department meetings ensuring minutes, actions and key updates are accurately recorded.

Required Knowledge, Skills, and Abilities

A minimum of 3 years’ experience within financial services ideally exposed to the secured lending or residential mortgage market. Technology skills – Intermediate MS Office Skills, in particular Excel covering Pivot tables, Macros and advanced Excel Formula. Experience of working as part of a small team and make effective contributions. Experience of working in high volume and faced pace environments with tight daily deadlines. Proven work experience as a finance officer, banking assistant or similar role.