Grow with UTB

A new job opportunity with United Trust Bank.

Operations Specialist – Customer Services | Asset Finance

A new opportunity to work in our Asset Finance team where you will provide administration support of live agreements and general administrative Customer Services and In-life Operations duties.

Job Reference: AF049-24
Department: Asset Finance
Reporting to: Customer Services Operations Manager
Location: London 
Work pattern: Hybrid

Job description

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This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home. 

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.

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

About UTB

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UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

Employee benefits

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Remuneration and Benefits 

  • Competitive Salary and Bonus package
  • 26 Days Holiday
  • 2 Wellbeing Days
  • Contributory Pension
  • Life Insurance / Income Protection / Critical Illness Cover
  • Private Medical Insurance
  • Season Ticket Loans
  • Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

Apply Now

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Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

Click here to apply

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