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- Tasks: Manage customer accounts and perform financial calculations in a dynamic environment.
- Company: Join Together, a leading mortgage provider with over 50 years of experience.
- Benefits: Enjoy 26 days holiday, health plans, and bonuses, plus more perks!
- Why this job: Make a real impact by supporting customers and enhancing financial processes.
- Qualifications: Strong Excel skills and a knack for numbers are essential.
- Other info: Diverse and inclusive workplace with great career growth opportunities.
The predicted salary is between 30000 - 50000 £ per year.
As a Customer and Risk Account Specialist you will be responsible for ensuring accurate financial calculations, reporting and account amendments within a controlled framework. The role involves maintaining and testing financial models, processing customer account changes and supporting internal teams with precise calculations and reporting.
Responsibilities
- Develop and maintain Excel-based reports and financial models.
- Perform manual calculations and integrate them into semi-automated Excel models.
- Analyse customer accounts, including interest-based calculations and account closure processes.
- Process amendments to customer accounts, including credit file adjustments and data corrections.
- Respond to ad-hoc queries and provide calculation support to internal customers.
- Review and process daily BAU requests efficiently.
- Create and run exception reports as part of the Customer Strategy Control Framework.
- Assist in testing and reporting on customer account management tools and features.
- Periodically test and maintain existing and new financial calculators/models.
Qualifications
Essential:
- Advanced Microsoft Excel
- Strong mathematical competency and analytical thinking
- Excellent accuracy and attention to detail
- Team Orientated with strong collaboration skills
- Effective communication skills
Desirable:
- Experience with VBA skills for financial modelling and automation
- Experience with BI tools and database management
- Background in risk management, customer account operations or financial analysis
- Familiarity with data validation, reporting and control frameworks
We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans. We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 750 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.
Benefits
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
- Free access to company holiday homes
- Buy & sell holidays
- Discretionary annual bonus plus an additional Shared Reward Bonus
- Matched pension contribution
- Health cash plan plus Private medical insurance
- Life assurance and Critical illness cover
- Travel season ticket loans and Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.
If you feel you’d benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
Customer Risk and Account Management Specialist in Cheadle employer: Together - loans, mortgages & finance
Contact Detail:
Together - loans, mortgages & finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Risk and Account Management Specialist in Cheadle
✨Tip Number 1
Network like a pro! Reach out to current employees at the company through LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing the Customer Risk and Account Management Specialist role.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills and financial calculations. We recommend practising common scenarios you might face in the role, so you can showcase your analytical thinking and attention to detail.
✨Tip Number 3
Don’t forget to highlight your teamwork and communication skills during interviews. This role is all about collaboration, so share examples of how you've worked effectively with others in the past.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for the role and the company. Let’s get you that job!
We think you need these skills to ace Customer Risk and Account Management Specialist in Cheadle
Some tips for your application 🫡
Show Off Your Excel Skills: Since this role is all about financial calculations and reporting, make sure to highlight your advanced Microsoft Excel skills in your application. We want to see how you've used Excel in past roles, so don’t hold back on the details!
Be Precise and Accurate: Attention to detail is key for us at StudySmarter. When you're writing your application, double-check for any typos or errors. A well-structured and accurate application reflects your ability to maintain precision in your work.
Tailor Your Application: Make your application stand out by tailoring it to the job description. Use keywords from the listing, especially around financial models and customer account management. This shows us you understand what we’re looking for!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Together - loans, mortgages & finance
✨Master Your Excel Skills
Since the role heavily relies on advanced Microsoft Excel, make sure you brush up on your skills. Practice creating and manipulating financial models, and be ready to demonstrate your proficiency during the interview.
✨Show Off Your Analytical Thinking
Prepare to discuss how you've used your mathematical competency in previous roles. Think of specific examples where your analytical skills made a difference, especially in customer account management or financial analysis.
✨Communicate Clearly
Effective communication is key in this role. Practice explaining complex calculations or processes in simple terms. This will show that you can support internal teams and respond to queries efficiently.
✨Be Team-Oriented
This position requires collaboration with various teams. Be ready to share examples of how you've worked well in a team setting, highlighting your ability to support others and contribute to shared goals.
