Financial analysis occupations Work, Jobs in Lisvane, Crf (with Salaries)

Part time - Loans Assessor
Smart Money Cymru Community Bank —Caerphilly
- £13,879.32 a year
- Part-time
- Microsoft Word
- Customer service
- Computer literacy
Quick apply
13d
Commercial Finance Analyst
Eversheds Sutherland —Cardiff
- Analysis skills
- Organisational skills
- Accounting
Commercial Finance Analyst
PHSGroup —Caerphilly
- Data analysis skills
- Analysis skills
- Free parking
- Employee discount
Financial Planning and Analysis Senior Manager
Julian Hodge Bank —Cardiff
- Up to £90,000 a year
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Accounting
14d
MBA Future Leaders Programme - International Pricing Manager
Admiral —Cardiff
- Hybrid work
- Spanish
- Data analysis skills
- Master's degree
- Annual leave
Pricing Analyst
Admiral —Cardiff
- Hybrid work
- Analysis skills
- Analytics
14d
Financial Business Partner - Technology
International Baccalaureate —Cardiff
- £49,815 - £114,049 a year
- Full-time
- Hybrid work
- Analysis skills
Finance Analyst
PCI Pharma Services —Bridgend
- 8 hour shift
- Analysis skills
- Bachelor's degree
- Travel
- Annual leave
- Employee assistance programme
Development Accountant
Pobl Group —Cardiff
- £57,048 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Sick pay
6d
Financial Analyst - Senior
Cummins Inc. —Cwmbran
- Budgeting
- Accounting
Underwriter (Motor Finance)
Tandem Bank —Cardiff
- Up to £28,000 a year
- Overtime
- Hybrid work
- Customer service
- Computer literacy
- Organisational skills
- Annual leave
- Employee discount
Quick apply
8h
Risk Manager
M Group —Newport
- Master's degree
- Bachelor's degree
- Leadership
- Annual leave
Enhanced Annuity Underwriter
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Continuous improvement
- Employee discount
Quick apply
13d
Pricing Manager - Travel
Admiral —Cardiff
- Hybrid work
- Analysis skills
- Team management
- Business
- Annual leave
Enhanced Annuity Underwriter
Legal & General Investment Management —Cardiff
- Data analysis skills
- Analysis skills
- Continuous improvement
- Employee discount
13d
Pricing Lead
Somerset Bridge Group —Bristol
- £80,000 - £95,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Head of New Business Reporting
Legal & General Investment Management —Cardiff
- Hybrid work
- Leadership
- Employee discount
- Life insurance
Head of New Business Reporting
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Leadership
- Employee discount
- Life insurance
Quick apply
Senior Risk Pricing Analyst
Somerset Bridge Group —Bristol
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Communication skills
- Annual leave
- Referral programme
Quick apply
Commercial Finance Business Partner
Vivobarefoot —Bristol
- Hybrid work
- Analysis skills
- AI
- Communication skills

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Part time - Loans Assessor

Smart Money Cymru Community Bank -
Caerphilly

Quick apply

Job details

Part-time
£13,879.32 a year
13 days ago

Qualifications

Microsoft Word
Underwriting or credit analysis experience
Underwriting
Customer service
Computer literacy
Administrative support experience
Microsoft Office Suite
Analysis skills
Continuous improvement
Organisational skills
Financial services
Communication skills

Full job description

Loan Assessor (Part - Time)

Join Smart Money Cymru Community Bank as a Part -Time Loan Assessor and help us deliver fair, responsible lending that supports members and communities across Wales.

Location: Caerphilly, with travel to our branches in Blackwood, Newport and Tredegar as required

Hours: Part Time, 18.5 hours per week, with occasional out-of-hours work as required

About the role
As a Loan Assessor, you will review loan applications from members and make balanced, well-informed decisions in line with our lending policies, regulatory requirements and commitment to ethical lending. This is an opportunity to play an important role in supporting financial wellbeing, delivering excellent member service and helping us maintain a high-quality, efficient lending process.

Key duties and responsibilities

Assess personal loan applications, reviewing affordability, creditworthiness and supporting information to make fair and responsible lending decisions.
Verify applicant details, including income, expenditure, employment and credit history, ensuring all information is accurate and complete.
Apply internal lending policies and relevant regulatory requirements consistently and confidently.
Communicate lending decisions clearly, professionally and empathetically, offering alternative options where appropriate.
Maintain accurate records and documentation in line with audit, compliance and data handling standards.
Support service delivery across the wider customer adviser team when needed to help ensure daily operational priorities are met.
Contribute to continuous improvement, public awareness of our products and services, and the overall member experience.
Carry out any other duties reasonably required within the scope of the role.

Skills, experience and personal qualities

Essential
Experience in loan assessment, underwriting, financial services, customer service or an administrative role involving careful decision-making and attention to detail.
Good understanding of affordability, creditworthiness and the importance of responsible lending.
Strong analytical skills and the ability to make sound decisions based on evidence and policy.
Excellent attention to detail, accuracy and record-keeping.
Strong communication and interpersonal skills, with the ability to speak to members in a clear, professional and empathetic way.
Good organisational skills, with the ability to prioritise work, meet deadlines and manage a busy workload.
Ability to work independently and as part of a team.
Good literacy, numeracy and IT skills, including Microsoft Office, particularly Word and Excel.
A professional, flexible and confidential approach.
Commitment to the values and purpose of Smart Money Cymru Community Bank and the wider credit union movement.
Willingness to take part in training and ongoing development.

Desirable

Previous experience in loan assessment or underwriting.
Knowledge of lending regulations and compliance requirements within financial services.
Experience using loan management systems or other financial software.
Experience working in a member-focused, community-based or values-led organisation.
Understanding of financial inclusion and the role of ethical lending in supporting communities.

Values & Culture

At Smart Money Cymru Community Bank, we are committed to fair and affordable financial services, ethical lending and strengthening local communities across Wales. We are looking for someone who shares our member-first approach and will help us deliver a trusted, supportive and high-quality service. Smart Money Cymru Community Bank describes its mission as saving and lending ethically and responsibly to support financial wellbeing and community impact across Wales.

Pay: £13,879.32 per year

Work Location: In person

Quick apply

Refine Your Search

financial analysis occupations jobs in lisvane, crf

Part time - Loans Assessor

Commercial Finance Analyst

Commercial Finance Analyst

Financial Planning and Analysis Senior Manager

MBA Future Leaders Programme - International Pricing Manager

Pricing Analyst

Financial Business Partner - Technology

Finance Analyst

Development Accountant

Financial Analyst - Senior

Underwriter (Motor Finance)

Risk Manager

Enhanced Annuity Underwriter

Pricing Manager - Travel

Enhanced Annuity Underwriter

Pricing Lead

Head of New Business Reporting

Head of New Business Reporting

Senior Risk Pricing Analyst

Commercial Finance Business Partner

I want to receive the latest job alerts for financial analysis occupations in lisvane, crf

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