Bordereaux Management Technician - 12M FTC

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Bordereaux Management Technician - 12M FTC

  • Location:

    United Kingdom

  • Contact:

    Piere Forbes

  • Contact email:

    piere.forbes@equitycity.co.uk

  • Contact phone:

  • Job ref:

    434

  • Published:

    4 days ago

  • Expiry date:

    2024-08-08

Title: Bordereaux Management Technician - 12M FTC 
Location: London/ Hybrid 
Salary: £40k+ 

Role Purpose
To support the Bordereaux Management Coordinator with chasing of Bordereaux for Delegated Authority arrangements, uploading to and reporting from relevant Bordereaux Management systems.

Responsibilities:
  • Support the Bordereaux Management Coordinator in delivering company-wide operational initiatives, process improvements and reporting. 
  • Ensure timely bordereaux uploads to Delegated Data Manager system and amend data discrepancies accordingly
  • Contact Coverholders for overdue or incomplete Bordereaux.
  • Contact Stakeholders within company for sign-off of contracts and Bordereaux in Binder management system.
  • Support BMC with reporting for Binder and Lineslip Review meetings
  • Assist Credit Control team with Bordereaux Status reporting
  • Assist Underwriting Performance and Controls (UPAC) team with operational requests and spot checks 
  • Be a point of contact for all key stakeholders and ensure appropriate processes, procedures and reporting are updated on agreed basis
  • Attend internal groups and committees and address operational concerns and assist with initiatives.
  • Assist with ad-hoc operational matters for internal and external stakeholders.  
  • Assist in reviewing and analysing Management Information (MI) for Bordereaux Management.
  • Attendance at relevant internal, and external, groups and committees. 
  • Immediately report any suspicion of financial crime to the Money Laundering Reporting Officer.
  • Manage any potential conflicts of interest to avoid disrepute to the company’s integrity.
  • Immediately advise Compliance of any complaints.
  • Operate within the Company’s standards for Conduct Risk Framework.  
  • This is a perfect role for someone with 1-2 years’ Delegated Authority/Coverholder experience.