Operations Analyst – Case Management

Join us as Operations Analyst – Case Management, where you will be responsible for proactively managing a portfolio of Larger Business lending cases from submission to drawdown including  complex facilities like bespoke, File Gateway, BACS, AFTS, etc. Provide ‘best in class’ post sanction fulfilment processing support primarily to Credit Managers and Relationship Directors/Relationship Managers (RDs/MDs)  ranging from B6/B7 level with client base being predominately Mid corporate names with complex group structures underpinning lending & PSF requirements.

You may be assessed on key critical skills relevant for success in role such as,

• A detailed understanding of the end to end lending process and its component functions e.g. Client, Relationship point, Credit, Post sanction fulfilment .

• Comprehensive knowledge of Operational & Rigour procedures, tools & practices.

• Proven ability to apply detailed & comprehensive technical understanding in a coherent & logical manner.

• previous experience in Corporate Case Management/Fulfilment related roles with proven knowledge on Siebel, IBM BPM, Customer System (Full serve) and ZEUS.

• Strong Lending Experience backed with demonstrated understanding of key operations levers around Risk, BCM, Change etc.

Purpose of the role

To support Wholesale Lending with day-to-day processing, reviewing, reporting, trading and issue resolution. 

Accountabilities

• Support with day-to-day Wholesale Lending initiatives including processing, reviewing, reporting, trading and issue resolution through lending technical expertise.
• Monitoring the bank’s lending operations to ensure that they are conducted in an efficient and effective manner and comply with relevant regulatory requirements.
• Collaboration with teams across the bank to align and integrate Wholesale Lending processes.
• Identification of areas for improvement and providing recommendations for change in Wholesale Lending processes.
• Development and implementation of Wholesale Lending procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Wholesale Lending performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Wholesale Lending Services.
• Participation in projects and initiatives to improve Wholesale Lending efficiency and effectiveness.

Analyst Expectations

• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.