Manager of Financial Systems at Catholic Charities overseeing and enhancing financial information systems architecture. Administering key systems and providing leadership to fiscal team members.
About the role
- Finance Operations Officer providing administrative and operational assistance in collections and compliance. Enhancing workflows and client satisfaction in the financial services industry.
Responsibilities
- Assist brokers with their aged debtors list by making contact with the clients to arrange payment of their policy in full or take up a Premium Funding option.
- Contact customers who have not submitted a funding quote after the pre-determined number of days/weeks since creation to ascertain if they require the Premium Funding option or not.
- Contact customers who have visited the Online Loan Acceptance (OLA) landing page but did not complete the process to ascertain if they require the premium funding option or not.
- Processing morning receipts and bank reconciliation.
- Processing the collection of instalments that fall due.
- Processing the outgoing settlements for approved loans.
- Processing the Refunds that have been approved by Collections.
- Liaise with Brokers regarding unallocated receipts.
- Sending settlement reports to Brokers as they are required.
- Reduce the overall arrears and bad debtors of the Company.
- Contacting clients and brokers regarding overdue payments, negotiating repayment plans, and ensuring compliance with company policies.
- Communicating professionally with clients and brokers to resolve payment issues while maintaining positive relationships.
- Identifying potential financial risks and escalating cases when necessary.
- Ensuring collections processes align with industry regulations and company standards.
- Maintaining accurate records of payment agreements, overdue accounts and collection activities.
- Liaising with the Company’s nominated third-party collection agency for any bad debtors submitted.
- Listing defaults notices against bad debtors on the nominated Credit Reporting Bureaus.
- Processing and approving submitted funding contracts.
- Processing and approving submitted endorsements.
- Referring submitted applications to Credit for review when required.
- Referring submitted applications to Support for additional documentation when required.
- Creating and submitting (when applicable) funding quotes and endorsements as they are requested.
- Provide reports to Brokers and other functions of the Company as they are required.
- Preparing Relevant Intermediary Agreements (RIA) for new broker creations.
- Creating Creditor codes for intermediaries.
- Make contact with brokers to validate Premium Trust and Commission account details while adhering to The Company’s internal process for Bank Account updates.
- Handling enquiries, resolving issues and providing guidance on premium funding products.
- Managing and requesting essential documentation and maintaining accurate records.
- Assisting with payment processing, following up on overdue accounts and ensuring compliance with company policies.
- Supporting credit assessments by requesting necessary documents and ensuring adherence to regulatory requirements.
- Collaborating with different functions to streamline workflows and improve efficiency.
- Maintaining The Company’s Service Level Agreement (SLA) for all email response times, answering incoming calls and returning missed calls.
- Maintain a high degree of ethics and the confidentiality of all client details and business-related information outside the workplace.
- Promote and lead by example to achieve a supportive and harmonious work environment and culture in alignment with the values of Attvest Finance.
- Develop and/or maintain functional relationships and facilitate effective communication with management, team members and any other person or group necessary to conduct the role successfully.
- Report in a timely manner and proactively address breaches in service delivery; progress timely corrective action and/or escalate issues where breaches occur.
- Act always as a brand ambassador by maintaining a professional positive image at all times – e.g. personal presentation, communication, work area, documentation and punctuality.
- Perform work in accordance with relevant legislation and quality standards; fostering and promoting commitment to quality and continuous improvement.
- Adhere to Attvest Finance’s policies and procedures and actively lead/participate in team meetings to discuss and monitor workflows, deadlines and deliverables.
Requirements
- Degree or certificate qualification in business, finance, administration or related field is beneficial but not essential.
- Experience in financial services which may include risk management, risk analysis, lending, credit assessment, financial analysis, financial reporting and customer relations is beneficial.
- Understanding of premium funding models, loan structuring and financial regulations.
- Familiarity with regulatory compliance and financial industry standards.
- Strong analytical skills and problem-solving ability.
- Excellent communication and interpersonal skills including customer-focused mindset, negotiation and persuasive communications skills.
- Proficient with computer systems and programs with the ability to quickly learn and use business systems relevant to the role.
- Well-developed oral and written communication skills, including demonstrated ability to negotiate and resolve issues with employees and/or co-workers, clients and management with ability to explain complex financial concepts to stakeholders.
- Sound time management skills and excellent attention to detail supported by ability to manage varied and conflicting demands to agreed standards and timeliness.
- A demonstrated ability to accept responsibility; work effectively both autonomously and as part of a team; willingness to take direction; and accept constructive feedback.
- Self-motivated, resilient, empathetic, passionate, civil, proactive, positive attitude; reliable and punctual with a high level of integrity; and a sound understanding of appropriate behaviours in the workplace.
- Preparedness to learn and adopt new technology, work practices, systems and procedures; underpinned by sound technical competence.
- Demonstrate through daily actions and interactions, acceptance of The Company’s culture and values.
Benefits
- Weekends Off
- Hybrid Work Arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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