Employer reference: REF1533R
The Opportunity
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
In this exciting, hands-on, Loan Support Officer (LSO) role, you will get the chance to make a mark in the team and report to the Loan Support Manager (LSM), and will have the opportunity:
- To raise your profile internally by supporting the Relationship Directors within the Development Finance team to on board new customers and assisting with aspects of in-life loans such as regular drawdown payments and instructions to lawyers re property sales/redemptions.
- To take on completion activity which is of paramount importance to this role and will include case management, liaising with internal and external parties, strong attention to detail and diary management.
- To process the ongoing drawdowns of in-life loans following the recommendation of the Portfolio Manager (PM).
- To instruct the Bank’s lawyers in respect of property sales following approval of PM and to monitor the subsequent receipt of funds and loan pay down.
- To produce loan and redemption statements at the request of borrowers and reviewed by PM prior to issuing
- To manage systems maintenance which will be essential to ensure that all reporting of data from the bank’s systems is up to date and accurate.
Key Responsibilities
- Get to know our policies and procedures; ensure a good understanding of all the company’s policies, procedures and compliance guidelines, installing the principles in your daily practice to protect the company from any associated risks.
- Get to know our Bank’s systems and applications.
- To carry out completion aspects for new loans such as KYC and data inputs for new loans which is a key part of this role and will need high attention to detail and organisation.
- Communicate and create a good rapport with a range of parties; liaise with the borrower and professionals:- (Valuer (Appraisers), Project Monitor and lawyers; to obtain fee quotes.
- Monitor receipt of fees and provide formal written instructions to professionals.
- Manage input to Bank systems in preparation for initial drawdown.
- Processing of interim drawdowns – issuing the relevant document to the client following PM review of the interim report.
- Instructing Bank’s lawyer for property sales and redemptions in conjunction with PMs.
- Managing and producing loan and redemption statements at the request of borrowers.
- Filing of correspondence to the electronic folders.
The Person
- Familiar using computer-based software.
- Good/confident communicator with internal and external parties - must have.
- Attention to detail/accuracy - must have.
- Good organization skills - a must have.
- Strong team player and independent worker and able to take ownerships of a set of tasks - a must have.
- Time management.
Reward
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
Banding
This role is a SB5 within the internal Shawbrook banding structure