Customer Services Loan Administrator Apprentice

Summary

Step One Finance is delighted to announce that a position has become available for a full-time apprentice Customer Services Loan Administrator based in Woking Surrey. Located just a two-minute walk away from the Woking town centre, we are excited for new talent to come and join our fast-growing diverse and dynamic office.

Annual wage

£17,888 a year

Minimum wage rates (opens in new tab)

Salary range is £8.60 - £11.44 per hour

Training course

Financial services administrator (level 3)

Hours

Monday to Friday, 9.00am to 5.30pm.

40 hours a week

Possible start date

Monday 6 January

Duration

1 year

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Aid Step One's customers for queries and information requests.
Ensure accurate capture of customer and loan-related data during the loan administration process on the in-house system.
Provide relevant statements to customers promptly in accordance with regulatory guidelines.
Adhere to the Company's policies and processes.
Contact customers regarding overdue balances, payments, fees, and charges to ensure informed customer interactions.
Conduct inbound and outbound calls professionally and empathetically, ensuring fair treatment of Step One customers.
Assist customers in arrears by presenting information and available options.
Recognise and identify customer complaints, escalating them appropriately.
Identify 'vulnerable' customers and provide available forbearance options.
Escalate accounts to management when all options to recover monies have been exhausted, and legal action may be required.
Collaborate with the Director of Customer Services on ad-hoc queries.
Report incidents with potential customer impact to the Head of Compliance promptly.

Where you’ll work

PREMIER HOUSE

15-19 CHURCH STREET WEST

WOKING

SURREY

GU21 6DJ

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SIMPLY ACADEMY LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.

Key Learning Outcomes:

A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation

Professional Qualifications:

CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)

Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training schedule has yet to be agreed. Details will be made available at a later date.

Requirements

Essential qualifications

GCSE in:

English, Maths and 3 other subjects (grade 4/C or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Analytical skills
Team working
Initiative
Motivated
Honesty & Integrity

About this company

Step One was established in 2010 and our mission is to operate an industry leading specialist consumer finance platform built on traditional lending values. Founded from a small office in London, we are now based in Woking, Surrey where our team of qualified professionals offer lending solutions with a personal touch.

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

The role will develop into a permanent post.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000289946.

Apply now

Closes in 15 days (Friday 20 December at 11:59pm)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

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