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Entry LevelFull-time
Salary Range
$19,125 - $25,875 /year
This salary is estimated based on similar roles. The actual salary may vary.
Responsible for the effective and efficient processing of customer deals in accordance with established procedures and quality standards. Accountable for ensuring that all customer queries and administrative tasks, both simple and complex, are completed accurately and within agreed service level agreements. Continuously review and refine processes to drive improvements that enhance the overall customer journey.
Key Responsibilities
• Receive and review finance documentation to ensure accuracy, completeness, and readiness for processing in line with operational requirements.
• Resolve documentation issues promptly and confirm that all approval and underwriting conditions are satisfied prior to release.
• Accurately input and verify agreement details within internal systems, completing required quality checks and activation procedures in a timely manner.
• Manage in-life customer, partner, and internal queries via telephone and email, ensuring efficient and professional resolution.
• Prepare and issue accurate settlement quotations and supporting correspondence.
• Process contract amendments and restructures in accordance with business policies and procedures.
• Place customer focus at the centre of all activities, embedding fair treatment and consumer protection principles into daily operations.
• Demonstrate proactive risk ownership by identifying, escalating, and managing potential risks in line with organisational standards.
• Contribute to continuous improvement by identifying process enhancements and supporting the implementation of positive change.
• Maintain compliance with all regulatory, policy, and procedural requirements, including adherence to internal controls.
• Provide support to other business areas or teams as required to achieve departmental objectives.
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About Shawbrook
Shawbrook is a leading UK-based bank specializing in providing financial solutions tailored to small and medium-sized enterprises (SMEs). Established in 2014, the company operates as a digital-first bank, leveraging technology to offer accessible and efficient banking services. Headquartered in London, Shawbrook has quickly grown to become a trusted partner for businesses seeking flexible and innovative financial support. The bank's focus on the SME sector reflects its commitment to supporting the growth and success of local businesses across the United Kingdom. Shawbrook offers a comprehensive range of products and services designed to meet the unique needs of SMEs, including business current accounts, loans, overdrafts, and savings accounts. Key features of their offerings include user-friendly online and mobile banking platforms, personalized customer support, and competitive interest rates. The bank targets entrepreneurs, startups, and established small businesses, providing them with the financial tools and advice necessary to manage cash flow, expand operations, and achieve long-term stability. Shawbrook's digital-first approach ensures that businesses can access their accounts and services anytime, anywhere, with ease and security. Notable achievements for Shawbrook include rapid expansion across the UK, with a significant presence in key business hubs, and recognition for its innovative digital banking solutions. The bank has positioned itself as a leader in the SME banking sector by combining traditional banking expertise with modern technology. Shawbrook's unique value proposition lies in its deep understanding of the SME landscape, offering tailored financial solutions that address the specific challenges and opportunities faced by small businesses. This customer-centric approach has earned the bank a strong reputation for reliability, flexibility, and support.
