Personal banking advisor Work, Jobs in Wallasey, Msy (with Salaries)

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- Full-time
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- Free parking
- Health & wellbeing programme
Quick apply
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Loan Analyst

Solutus Advisors
Chorley

Quick apply

Job details

Permanent | Full-time

Benefits

Free parking
Health & wellbeing programme
Company events
Sick pay
On-site parking

Qualifications

Microsoft Word
Driving Licence
Stakeholder liaison
Financial reconciliation support
Internal department liaison
Analysis skills
Continuous improvement
Organisational skills
LMS
Communication skills
Time management
Analytics
Account reconciliation

Full job description

Solutus Advisors are are seeking a detail-oriented Loan Analyst to join the team on full time, permanent basis. The successful candidate will be responsible for the provision of day-to-day administration/servicing of Corporate and Commercial real estate loans ensuring all calculations, payments and borrower and lender communications are accurate whilst adhering to current processes. The position is suitable for candidates with a positive and diligent attitude and attention to detail.

This is an office based role and the location of our office is in Chorley.

Applications closing date: 30th September 2026

Key Tasks and Responsibilities

Boarding new loans onto the loan management system (LMS) as per loan Facility Agreements.
Create Loan interest calculation templates in Microsoft Excel for loans too complex to operate within the LMS.
Create periodic interest calculations from the LMS/Excel template and produce associated interest statements on each Interest Payment Date (IPD).
Preparation of payments from both borrower bank accounts and Solutus accounts, including upkeep of the payment tracker. These include both manual and online payments.
Daily monitoring of the Solutus bank accounts and weekly reconciliation of the GBP & EUR tracker accounts.
General loan administration duties including preparation of billing notices/remittance reports, rate setting and maintenance of LMS.
Calculation of Agency Fees and liaison with the Finance Dept. to arrange for associated invoices to be raised.
Maintenance of Loan IPD/Fee Diaries.
Maintenance of the Portfolio Database/Bank Account spreadsheets/Distribution Lists.
Preparation of periodic client reports using both LMS and Excel.
Calculation of Agency Fees and liaison with the Finance Dept. to arrange for associated invoices to be raised.
Liaising with Loan Managers, lenders, clients and relevant third parties with regards to loan accrual queries/administration/audits.
Working with the Management Team to provide ongoing improvement of the daily functions including any appropriate enhancement of the LMS.
Carry out a range of project related tasks.
Contribute towards the continual improvement of the various systems and processes within the Loan Operations Team.
Respond to both internal and external queries in a timely manner.
Support day-to-day activities of team to ensure accurate/timely delivery of services.
Other functions relating to the operation of the business as needed.

Essential Skills and Experience

Strong analytical skills.
High level of accuracy and attention to detail.
Positive and diligent attitude and commitment to complete tasks on time.
Proficiency in the use of MS Excel, Word and Outlook.
Good written and oral communication skills.
Effective time management and organisational skills.
Ability to work in a fast-paced environment, running multiple tasks under tight deadlines.

Desirable Skills & Experience

Loan administration/servicing in the financial services industry.
Knowledge of loan interest accruals.
Knowledge of electronic banking systems.
Strong interpersonal skills and an ability to create and manage effective relationships with colleagues and stakeholders.
Motivated to learn new skills and continue personal development.
Team Player and the ability to work independently.

This position offers an engaging environment for individuals eager to expand their knowledge while contributing to a reputable organisation. If your career aspirations align with this role then click 'Apply' and send us your up to date CV.

Job Types: Full-time, Permanent

Benefits:

Company events
Free parking
Health & wellbeing programme
On-site parking
Sick pay

Application question(s):

Do you have experience within a similar Loan Analyst role?
Are you happy commuting to our offices in Chorley, Lancashire?
Have you previously worked in finance?

Experience:

Loan Administration: 2 years (preferred)

Licence/Certification:

Driving Licence (required)

Work Location: In person

Quick apply

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