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- Tasks: Assist customers with queries and manage loan administration processes.
- Company: Step One Finance, a growing company in Woking with a supportive culture.
- Benefits: Competitive salary, employee benefits, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in customer service.
- Qualifications: Experience in finance or customer service is a plus; strong computer skills required.
- Other info: Inclusive workplace focused on continuous learning and development.
The predicted salary is between 28800 - 43200 £ per year.
We are seeking a talented and motivated full-time Loan Administrator to join our Customer Service team at an exciting time of business growth and transformation. Located just a two-minute walk away from the Woking town centre, Step One Finance provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative teamwork environment and exposure to a wide variety of work. Imagine and shape your future at Step One Finance Limited where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution. Step One Finance is proud to be an equal opportunity employer, and we take affirmative action to create a more inclusive and equitable world of work.
Your role:
- To provide Step One’s customers with assistance if they raise a query or require information.
- To provide relevant statements to customers in a timely manner in accordance with regulatory guidelines.
- To contact customers in respect of overdue balances, payments, fees and charges to ensure they remain informed.
- To read, understand and work in accordance with both the Company’s secured and unsecured policies and processes.
- To ensure the accuracy of customer and loan related data is captured during the loan administration process on our inhouse system.
- To establish and maintain an effective working relationship with key 3rd party business partners.
- To ensure that all mandatory training is undertaken in the time period set by the business.
- To conduct inbound and outbound calls with customers and 3rd party business partners in a friendly and professional way and behave in a manner that ensures Step One customers are treated fairly.
- To accurately correspond with customers via letter and/or email in order to answer their queries.
- To recognise and identify customers complaints and escalate them accordingly.
- To recognise when a customer is ‘vulnerable’ and provide them with available forbearance options.
- To assist customers who are in arrears by providing information and options available to them.
- To escalate to management, accounts where all options to recover monies have been exhausted and legal action may be required.
- To work with the Director of Customer Services in relation to any other ad hoc queries.
- To report incidents that may have a customer impact to the Head of Compliance in a timely manner.
- To report Data Protection breaches within 24 hours to the Head of Compliance.
- To assist in the identification of Step One being used to facilitate financial crime and refer to the MLRO or Deputy MLRO in the event that you are suspicious.
Key skills:
- Previous financial sector/Banking experience would be an added advantage.
- Previous customer service experience would be an added advantage.
- Proficient computer skills - MS Excel.
Person Requirements:
- A strong team player with a friendly, professional approach.
- Proactive and self-motivated with a “can-do” attitude.
- Pragmatic, flexible, and solutions-focused.
- Committed and conscientious, with a drive to deliver results.
- Honest, reliable, and operates with integrity.
Why Join Us?
- Competitive salary.
- The chance to be a key part of a growing company.
- A dynamic and supportive team culture where your contributions are truly valued.
- Comprehensive range of employee benefits - subject to scheme rules.
Loan Administrator in Woking employer: Step One Finance Limited
Contact Detail:
Step One Finance Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loan Administrator in Woking
✨Tip Number 1
Network like a pro! Reach out to people in the finance sector, especially those who work at Step One Finance. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching common questions for Loan Administrators. We recommend practising your answers with a friend or in front of the mirror to boost your confidence and ensure you shine during the real deal.
✨Tip Number 3
Show off your customer service skills! During interviews, share specific examples of how you've helped customers in the past. This will demonstrate your proactive approach and commitment to delivering results, which is exactly what Step One is looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our dynamic team at Step One Finance.
We think you need these skills to ace Loan Administrator in Woking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Loan Administrator role. Highlight any relevant experience in customer service or the financial sector, and don’t forget to showcase your computer skills, especially with MS Excel!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining Step One Finance and how your proactive, solutions-focused attitude makes you a perfect fit for our team.
Showcase Your Team Spirit: We love team players! In your application, mention any experiences where you’ve worked collaboratively with others. This will show us that you can thrive in our dynamic and supportive culture.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re keen on joining our exciting journey at Step One Finance.
How to prepare for a job interview at Step One Finance Limited
✨Know Your Stuff
Before the interview, make sure you understand the role of a Loan Administrator inside out. Familiarise yourself with common loan processes, customer service best practices, and any relevant regulations. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Customer Service Skills
Since this role involves a lot of customer interaction, be prepared to share examples of how you've handled customer queries or complaints in the past. Highlight your ability to remain calm and professional, especially when dealing with difficult situations. This will demonstrate that you can maintain Step One Finance's commitment to treating customers fairly.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions during your interview. Think about how you would handle situations like overdue payments or assisting vulnerable customers. Practising these scenarios beforehand will help you articulate your thought process and problem-solving skills effectively.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, training opportunities, or how success is measured in the role. This shows your enthusiasm for the position and helps you determine if Step One Finance is the right fit for you.
