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Mortgage Underwriter

Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Underwriter to join them in a full-time, permanent role with a hybrid work model based out of their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional underwriting service to customers and intermediaries, key responsibilities of the Mortgage Underwriter will include:

  • Processing mortgage Decision in Principle (DIP) requests from intermediaries within SLA.
  • Processing mortgage applications on the organisation’s software system and completing all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintaining accurate records and notes throughout all stages of the mortgage application.
  • Approving mortgage applications (direct and introduced) within specified limits in accordance with the Lending Policy.
  • Considering mortgage applications outside standard lending policy where a justifiable business reason exist.
  • Presenting out of criteria cases to the Credit Risk Committee with appropriate recommendations and rationale.
  • Maintaining professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • Maintaining knowledge and complying with all legal responsibilities and codes of conduct to which the business must comply with i.e. Vulnerable Customers, AML, MCOB, DPA, FCA etc.
  • Meeting all requirements of the Training & Competence scheme.
  • Dealing with customer dissatisfaction and complaints as required.
  • Identifying opportunities for continuous improvement of products, policy, processes and procedures

Our ideal candidate for the Mortgage Underwriter opportunity:

  • Must be CeMap qualified
  • Must hold 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Is experienced in the use of Microsoft packages and is a confident user of Word and Excel.
  • Is able to independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you’re interested in the Mortgage Underwriter opportunity and you have the skills, knowledge and qualifications we’re looking for, please apply with an updated CV today.

Mortgage Advisor

Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Advisor to join them in a full-time, permanent role in their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional mortgage advice service to customers, key responsibilities of the Mortgage Advisor role will include:

  • Provide accurate mortgage advice to prospective mortgage customers face-to-face and/or over the telephone.
  • To support the delivery of the Society’s mortgage retention strategy, through proactive contact of customers in advance of their current scheme ending.
  • Process mortgage applications on the Society software system and complete all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintain accurate records and notes throughout all stages of the mortgage application.
  • To approve mortgage applications within specified limits in accordance with Society Lending Policy.
  • To consider mortgage applications outside standard lending policy where a justifiable business reason exist.
  • To present out of criteria cases to Credit Risk Committee with appropriate recommendations and rationale.
  • To maintain professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • To take ownership for maintaining up to date knowledge of regulatory matters and sharing with colleagues across the Mortgage Department.

Our ideal candidate for the Mortgage Advisor opportunity:

  • Must be CeMAP qualified
  • Must hold a minimum of 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Has experience of Microsoft packages and is a confident user of Word & Excel.
  • Can independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you have the necessary skills, qualifications and experience and you live in or can commute to Lancashire, please apply with an updated CV today.

Root Cause Analyst

Kind Consultancy is working with a large Financial Services organisation which is currently seeking a Root Cause Analyst to join them in a permanent full time role paying up to £59,000 with a hybrid work model based in their London office.

Reporting to the Optimisation Manager, the Root Cause Analyst will identify areas of underperformance and risk, with key responsibilities including:

  • Identifying and understanding the underlying issues within operation and areas of underperformance against Operational SLAs, undertaking investigation and identifying remedial action to reduce or eliminate similar issues in the future.
  • Conducting Root Cause Analysis (RCA) on varying degrees of complex data sets and themes, using multi-level analysis to identify skill gaps or broken processes & procedures with recommendations for possible fixes.
  • Driving through improvements recommended as a result of RCA, ensuring appropriate actions are taken to reduce customer fail-points or cost, improve process efficiency, reduce risk and ultimately improve the Customer experience
  • Logging all issues, from a variety of sources into a central database with quantification of severity for prioritisation in Issue Management and Change meetings.
  • Leading meetings with appropriate colleagues to discuss issues and issues and themes identified across the organisation with a view to progression and resolution
  • Producing Management and Business Intelligence, both quantitative and qualitative, using various software platforms. Report and present findings, actions and resolutions to Senior Management, Partners and Stakeholders.

Our ideal candidate for the Root Cause Analyst opportunity:

  • Has 3 or more years experience of Root Cause Analysis work within Financial Services
  • Can evidence improvements implemented as a result of past analysis work
  • Has experience of work involving Complaints and Appeals
  • Has substantial experience of PowerBI and SQL and is proficient in Excel
  • Has experience of collating information, data and delivering insight to create actionable plans to deliver change, improvements, efficiencies and benefits.
  • Has strong presentation and verbal and written communication skills
  • Is an analytical thinker with a problem-solving approach

If you’re interested in the Root Cause Analyst opportunity and you have the necessary skills, knowledge and experience, please apply with an updated CV today.

Quality Monitoring and Risk Officer

Kind Consultancy is working with a growing Challenger Bank which is currently seeking a Quality Monitoring and Risk Officer to join them in a full-time, permanent position with a hybrid work model based out of their West Midlands offices, paying up to £29,000.

The Quality Monitoring and Risk Officer will focus on conducting regular Quality and Compliance assessments for staff within the bank’s Motor Finance division, with other key responsibilities including:

  • Maintaining appropriate records of Motor Finance staff competency
  • Efficiently compiling and recording audit results and analysis to facilitate the production of monthly management information
  • Delivering constructive feedback on quality monitoring to promote a standard of excellence in all aspects of Motor Finance activity
  • Highlighting any risks identified while carrying out reviews immediately to line manager
  • Identifying and sharing best practice across Motor Finance to assist with the development of processes and procedures
  • Assisting the Motor Finance management team during Compliance Monitoring and Internal Audit reviews
  • Assisting with the development and delivery of robust quality monitoring processes where the customer journey is at the heart of everything we do
  • Preparation of Motor Finance monthly submissions to relevant committees, Annual Product Reviews, and other relevant reports and assessments for presentation both internally and externally
  • Supporting Motor Finance Operational Risk management, maintaining relationships with the Operational Risk team.
  • Maintaining of Motor Finance Business Continuity Plan
  • Acting as a point of liaison with the Bank’s data Protection Office for GDPR issues

Our ideal candidate for the Quality Monitoring and Risk Officer opportunity:

  • Has previous experience of Quality Assurance work within Motor Finance
  • Has excellent written and verbal communication skills
  • Has the confidence and credibility to challenge business policies, processes and procedures in a constructive manner
  • Has a track record in delivering outstanding customer service
  • Is capable of organising and prioritising workloads, ensuring deadlines are always met
  • Has a proactive approach and is self-motivated

If you’re interested in the Quality Monitoring and Risk Officer role, you have relevant skills, knowledge and experience, and you live in or can commute to the West Midlands.

Conduct Assurance Manager

Kind Consultancy is working with a successful Challenger Bank which is currently seeking a Conduct Assurance Manager to join them in a full-time, permanent role with a hybrid work model based in their West Midlands office, paying up to £51,000.

The Conduct Assurance Manager is a key role within the Operational Management team, with key responsibilities including:

  • Acting as a key business partner to support and challenge Operational Business Managers’ management of conduct risk across their areas.
  • Managing and supporting team leaders to promote a “customer first” culture and deliver our outcomes testing strategy.
  • Developing KPIs, SLAs, and metrics dashboards for use in assessing customer service and experience.
  • Using detailed MI to drive and develop internal control of regulatory and conduct risk, providing insight and support in addressing operational/conduct incidents and breaches.
  • Supporting key governance committees, support business change projects and lead working groups as required.

Our ideal candidate for the Conduct Assurance Manager opportunity:

  • The candidate should have experience in operational management and customer oversight strategies
  • Have a good working knowledge of FCA regulations in financial services and expertise in identifying and managing conduct risk
  • Ability to create MI and manipulate data for senior stakeholders
  • Be self-confident and highly organized with strong interpersonal and leadership skills
  • Proven track record in pragmatic solutions delivery and relationship management and able to apply professional judgment to identify, diagnose, and resolve regulatory and conduct-focused changes

If you’re interested in the Conduct Assurance Manager position, you have the necessary skills, knowledge and experience and you live in or can commute to the West Midlands, please apply with an up-to-date CV today.

Compliance Monitoring Manager

Kind Consultancy is working with a well-established, successful Automotive Finance business which is currently seeking a Compliance Monitoring Manager to join them in a full-time, permanent role paying up to £55,000, with a hybrid work model requiring 3 in-office days per week in Leicestershire.

The Compliance Monitoring Manager will:

  • Manage a small team monitoring regulated activity in our business
  • Maintain a continual focus on Consumer Duty and positive customer outcomes
  • Maintain appropriate systems and controls to ensure compliance with the requirements and standards under all applicable FCA regulations.
  • Complete FCA regulatory returns
  • Support staff development and deliver regular training opportunities to the wider team
  • Communicate Compliance issues to key stakeholders

Our ideal candidate for the Compliance Monitoring Manager opportunity:

  • Has extensive experience of Compliance-related work in FCA regulated environments
  • Has good knowledge of Consumer Credit and the relevant FCA rules and guidance including CONC, Consumer Duty, ICOBS and Vulnerable Customers
  • Has past experience of completing FCA regulatory returns and conducting root cause analysis
  • Has experience manging, leading and coaching staff
  • Is an excellent communicator in both writing and speech, with the ability to translate complex Compliance issues for a variety of audiences
  • Demonstrates strong problem solving skills with the ability to translate problems and find resolutions
  • Is highly organised with good IT and software skills – must be a confident Excel use

If you’re interested in the Compliance Monitoring Manager opportunity, you have the skills, knowledge and experience we’re looking for and you live in or can commute to Leicestershire, please apply with an updated CV today.

Business Analyst

Kind Consultancy is working with a long-standing UK financial services organisation which is currently seeking a Business Analyst to join them on a full-time, permanent basis. Paying £35,000 – £40,000 dependent on experience, with a hybrid work model requiring 2 days per week in their Leicestershire offices after a fully office-based training period.

Reporting to the Business Transformation Manager, the Business Analyst will support the delivery of business transformation and change initiatives across the firm, with key responsibilities including:

  • Assisting with the creation of key change framework documents
  • Ensuring that all transformation and change projects adhere to the defined change framework including templates and reporting processes.
  • Acting as a bridge between technical teams and stakeholders to ensure clear understanding and alignment of project and goal deliverables.
  • Championing business transformation, providing support and coaching on the principles and methodology relating to securing and structuring a new project.
  • Identifying, defining, and documenting project requirements.
  • Translating requirements into suitable documentation, tailored for business and technical use, including user stories / use cases and customer journeys.
  • Examining existing business models and flows of data, documenting and summarising findings and then assisting in the design and delivery of improved solutions.
  • Identifying options for potential solutions and assessing them for business, financial and technical feasibility.
  • Establishing and building effective, long-lasting relationships with stakeholders, SME’s and third parties
  • Organising and facilitating project workshops and meetings as appropriate.
  • Assisting in the creation of testing schedules associated with project deliverables, and assist in User Acceptance Testing where required.

Our ideal candidate for the Business Analyst opportunity:

  • Has experience of delivery using Agile change methodology and of working within a regulated Financial Services environment
  • Has knowledge of other change management frameworks and documentation.
  • Is able to hit the ground running, utilising solid past experience in performing a Business Analyst role across a range of projects
  • Demonstrates excellent analytical skills with a focus on attention to detail to ensure completion of tasks to a high standard.
  • Has a proactive approach to change delivery, with the ability to prioritise effectively
  • Is a logical and creative problem-solver with the ability to identify critical issues.
  • Has exceptional organisational, time management & communication skills and the ability to learn quickly.
  • Has strong presentation, written and spoken communication skills.
  • Has the initiative to identify and research own ideas and those suggested by colleagues.
  • Holding or being willing to work towards professionally recognised accreditation would be desirable, as would an advanced working knowledge of Microsoft Office, Visio and Project and a track record of effectively challenging existing approaches/practices/systems

If you’re interested in the Business Analyst role, are based in or can commute to Leicestershire and have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Senior Project Manager

Kind Consultancy is working with a major UK Retail Bank which is currently seeking a Senior Project Manager to join them on a remote, 6 month contract paying £589 per day via umbrella.

The Senior Project Manager will be part of the Change & Transformation division, leading Project and Programme teams and managing all aspects of the project management life-cycle to ensure successful delivery of projects for our Sponsors, Stakeholders and Customers, with key responsibilities including:

  • Mobilising and managing projects and change initiatives using formal methodologies and lifecycles.
  • Developing and managing a stakeholder engagement plan ensuring continuous and clear communications with sponsors, business owners and impacted suppliers.
  • Working with project sponsors to develop scope and business cases including financials and project plans.
  • Developing and maintaining a disciplined change control process to make sure changes are formally agreed.
  • Managing the project visibly against the project plan including schedule and budget, making changes where necessary.
  • Ensuring the project adheres to the Change Book of Standard Procedures and governance framework.
  • Working with internal / external stakeholders and suppliers to design innovative solutions and establish requirements and priorities.
  • Establishing resourcing requirements for the project and work with Portfolio/Programme leads to optimise the mix of internal/external resource and develop solutions to resource shortfalls.
  • Ensuring the project delivers on time and within budget whilst remaining aligned to the strategy.
  • Taking accountability, assessing situations and making critical decisions when faced with complex demands and issues that can, and will, arise throughout the project life-cycle.
  • Leading and coordinating teams of diverse technical and non-technical resources across multiple geographic sites and engaging effectively with external 3rd party service providers.

Our ideal candidate for the Senior Project Manager contract:

  • Has substantial experience of project management, delivering quality projects on budget and on time
  • Has a good understanding of the financial sector – having Fraud expertise and working with PSR regulation would be highly desirable
  • Demonstrates sound business acumen and judgment; the ability to see and communicate technology challenges in business terms; and the ability to understand and deliver business value
  • Has experience of working on change delivery with suppliers / third party partners
  • Possesses in-depth knowledge of payment schemes & systems
  • Has experience of Financial and Risk Regulatory Reporting environments
  • Has experience of managing change in decision systems and regulated model environments
  • Has past exposure to all types of releases such as rapid deployment and the more traditional release methods
  • Is highly articulate with exceptional communications and inter-personal skills and proven leadership, influencing and decision making abilities.
  • Has experience of regulated environments and of Financial and Risk data driven landscapes
  • Has experience of digital delivery in both Waterfall and Agile methodologies
  • Demonstrates a sound understanding of project management methodologies
  • Has a track record of managing successful relationships with partners and 3rd parties
  • Having past experience of Complex Regulatory project delivery environment, Industry & Regulatory responses / interactions and of managing change in Payment Scheme environments would be desirable

If you’re interested in the Senior Project Manager contract and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

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