Job Description

About the Role

Are you looking to kick-start your career in financial services? We're on the lookout for a highly motivated, detail-driven individual to join our growing team as a Loan Assessment Officer.
No experience in underwriting or fraud? No problem. If you're analytical, quick to learn, and enjoy working in a fast-paced, supportive environment - this could be the perfect opportunity for you.

What You'll Be Doing

• Review Loan Applications: Assess applications for accuracy and completeness, ensuring they align with policy requirements.
• Verify Financial Documents: Review submitted documents, bank statements, and open banking data to calculate income, identify spending patterns, and assess affordability.
• Speak with Customers: Contact applicants by phone to request additional details or clarify application data - strong communication skills are essential.
• Collaborate with Customer Support: Spend your first few weeks in the Contact Centre to gain insight into the full customer journey and build internal knowledge.

What We're Looking For
Experience & Background:

• Experience in roles that required accuracy and careful review of information (e.g., admin, operations, finance, compliance)
• No underwriting or financial background required - full training will be provided
• Quick learner with a proactive attitude

Skills & Attributes:

• Strong attention to detail and problem-solving skills
• Clear and professional communication, both verbal and written
• Ability to manage multiple tasks in a dynamic environment
• Excellent time management and organisational skills
• Honest, reliable, and eager to grow

What We Offer

• Full training and onboarding support
• Career development opportunities
• Supportive and collaborative team culture
• 25 days holiday + bank holidays
• Hybrid working available (after training period)
• Ongoing learning and development

Preferred Background or Experience:

• Some experience in roles where reviewing documents or data was required (e.g. admin, compliance, customer service, insurance, or audit roles).
• Experience working in regulated environments is a bonus but not essential.

Key Skills:

• Strong attention to detail - you're someone who spots the small things that others miss.
• Analytical thinking - you enjoy problem-solving and making sense of data.
• Effective communication skills, especially over the phone.
• Excellent time management and organisational skills - you're able to prioritise tasks in a fast-paced environment.
• Comfortable with learning new systems, tools, and processes.

Personal Attributes:

• Honest, reliable, and able to exercise good judgement.
• Curious, proactive, and eager to learn.
• Team-oriented with a positive attitude.
• Adaptable and calm under pressure.

Location: Southampton
Working hours: Monday-Friday, 37.5 hours per week. (1 Saturday per month)
Salary: £25000-£28000

Why Join Us?

• Full Training Provided: We offer a comprehensive onboarding and training programme to help you hit the ground running.
• Career Progression: We love to promote from within and will support your growth through ongoing coaching and development.
• Supportive Team Environment: You'll work alongside experienced professionals who are happy to share their knowledge and support your development.
• Inclusive Culture: We're proud of our friendly, respectful, and collaborative working culture.

Ready to Apply?

If you're looking for a fresh start or want to build a meaningful career in financial services, we'd love to hear from regardless of your previous experience. Bring your curiosity, your commitment, and your willingness to learn, and we'll provide the rest.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.