Operations Specialist - Customer Services| Asset Finance

at  United Trust Bank

SKILLS AND EXPERIENCE SOUGHT:

• A working knowledge of Asset Finance
• Strong attention to detail
• A knowledge of Word and Excel and the ability to manipulate information databases
• Ability to work with figures, manually calculate where necessary and translate information into reports
• Ability to communicate accurately, both written and verbal
• Time management skills with the ability to prioritise and work under pressure to tight timescales with attention to detail.
• Team player

ROLE PURPOSE:

• Administration support of live agreements and General administrative Customer Services and In-life Operations duties.
• To provide all customers with a welcome pack to UTB following the on boarding process.
• Ensure all AF contracts are scanned and available on Virtual Cabinet for review.
• Provide administrative support within the Customer Services team including calculating settlement figures, dealing with customer enquiries and updating customer details.
• To perform bank reconciliations and post receipts correctly to the appropriate agreement.
• To manage Stocking Loan activity.
• To ensure that all end of lease activity is performed accurately.

RESPONSIBILITIES:

• Ensure all Key controls are adhered to including working within the current signature list, clear desk policy, completing compliance training within deadlines. Logging customer complaints.
• Challenge relevance of established business practices and display a solutions focused attitude to all problems faced.
• Ensure all welcome packs are completed and mailed within 2 weeks hours of receipt of activation of agreement.
• General file maintenance and updating Banks accounting system and information databases to enable the production of good quality management information and reporting.
• Assisting the operations team with any administrative support as required.