Overview

Private Client Lending Operations (PCLO) is responsible for all post credit operational activities associated with lending to High-net-worth individuals. This includes organising valuations of the security, drafting loan offer letters, engaging with external solicitors, pay away of funds and managing all other post completion lifecycle events. As a Workflow Lead within Private Client Lending Operations (PCLO), sitting in either ''Loan Originations'' or ''Sales Ops and Servicing'', you will be responsible for the day-to-day management of teams \"Business as Usual\" activities.Responsibilities

Enable the team to deliver a high quality of service to clients while ensuring the risk to the business is not compromised. You will do this by:Ensuring workflow is appropriately allocated and managed amongst the team to meet business and client expectations.Managing team annual leave and absences.Running the team huddles and meetings.Escalating to the Team Manager when issues arise with service levels and performance so they can effectively manage stakeholder communication and prioritise change accordingly.Being the go-to point for the team and bankers when they need to escalate queries, helping them reach a suitable resolution for both the client and the bank.Acting as an authoriser— approving the teams work where required (e.g., large payments).Supporting the team with ongoing training and development, including ensuring mandatory training is completed, developing training plans for new team members and coaching existing team members to become experts in their field.Applying a continuous improvement mindset to all team activities and processes and escalating where opportunities are identified.Representing Lending Operations at meetings with internal and external stakeholders, including pipeline management meetings with the wider lending business.Experience in managing workflow and approving others\'' work.Experience in coaching individuals towards business and personal goals, as well as improving performance and quality across a team.Excellent knowledge of operational processes and regulatory obligations processes involved in mortgage and personal lending.Proven ability to balance client experience against business and operational risk.Comfortable engaging with stakeholders at all levels and representing the department at internal and external meetings. Excellent communication skills with the ability to influence stakeholders and manage expectations.Good organisation (effective time management).Strong attention to detail.Analytical mindset— ability to problem solve and take ownership of creating positive outcomes.Passionate about providing extraordinary service to clients and improving operational processes.Energetic and enthusiastic, a self-starter who is keen to work hard and can motivate others.Enjoys working as part of a wider team and interacting with a variety of stakeholders at all levels.Any other attributes that would be helpful, but not essential for the role. CeMap qualification and knowledge of the MCOB and CCA regulations would be advantageous.Benefits

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It\''s a responsibility we all share and is integral to our purpose and values as an organisation.Pension Private Medical Cover Virtual GP Gym Discounts Psychologist Service Annual Leave Life Assurance

#J-18808-Ljbffr