Loan Assessor

  • Location
    Leeds, West Yorkshire
  • Salary
  • Category
    Banking & Financial Services - Banking & Building societies
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

My client is a well-established financial institution based in Leeds with over 10 offices in and around West Yorkshire. They are looking for someone who can join their underwriting team. This is a great opportunity to work in the financial services sector and make a real difference. Good working knowledge of excel and word is ideal with a knowledge of the sector very useful.

Main Purpose of Job

Assess affordable loans in a timely and professional manner. Our aim is to offer exceptional customer service, support and guidance for our members.

Key Accountabilities

  • Working in a team environment to meet and exceed defined business objectives and service levels.

  • Detailed assessment of loan applications on an affordability basis

  • Advise members on procedures for loan applications

  • Check thoroughly information provided by members, once application received and resolve any queries before consideration

  • Request credit checks on members

  • Issuing of loan agreements and appropriate paperwork

  • Member care and maintenance demonstrating a high level of customer service, accuracy and attention to detail

  • Excellent telephone skills dealing with general loan enquiries

  • Ability to use automated systems

  • Update spread sheets to stated deadlines

  • Follow up pending loan applications

  • Deal with external and internal post

  • Through involvement in special projects make a real contribution to the success of the company

  • Knowledge of CCA regulation

  • Ability to design, develop technical procedures and implement new ideas

  • Ability to take ownership of personal workload and use initiative to maintain service levels.

Internal & External Relationships

  • Internal

  • Branches

  • Member Services Section

  • Money Advice Team

  • External

  • Members

  • Credit Reference Agencies

  • Partners

Qualifications, Skills & Experience

  • GCSE level standards of education

  • Well-developed financial skills

  • Well-developed IT skills including Excel and word

  • Knowledge of credit score cards

  • Good interpersonal skills

Please apply or If you have any question please contact Matt Lawson at Adecco Recruitment 0113 2186530

Many thanks


Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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Please apply with your CV to: Matthew Lawson