Data Analyst/Business Intelligence Analyst

Financial Services Business Processer | Wilmslow | £28,000 - £30,000

An opportunity has arisen to join an exciting, growing financial services business, working within a tightly knit team who are responsible for the smooth running of new business opportunities, ensuring the customer experience is as positive as possible.

Main duties will include;

• Support loan completion by coordinating between internal teams, clients, and third-party stakeholders (brokers, valuers, solicitors).
• Manage the full loan process from application to completion, ensuring all documentation and checklists are accurately completed.
• Maintain seamless client experience through clear, proactive communication and efficient handling of queries.
• Build strong relationships with brokers, clients, and partners to facilitate smooth transactions and repeat business.
• Ensure compliance and accuracy across all documentation, adhering to internal underwriting and quality standards.
• Educate and guide clients on the company’s processes to streamline future applications.
• Contribute to process improvement by identifying bottlenecks and suggesting practical enhancements.
• Work to tight deadlines without compromising quality or attention to detail.
• Represent the business professionally at broker presentations and corporate events.
• Support team development, acting as a mentor for new starters and sharing best practices.

Ideally suited to someone who has prior experience in a financial services business, ideally in a processing/case management role.

Benefits include;

• Flexible hours
• Career progression
• 25 days holiday
• Number of staff social events
• Annual bonus scheme