Total 797 Others level Finance / Banking / Insurance job vacancies in Across East Lancashire Sites, BB2 3HH

The Compass Academy is an Alternative Provision Academy which supports pupils from across the city of Hull/outer regions with varying needs. Many pupils have been permanently excluded/at risk of exclusion or have identified SEND needs which require additional support in school.

Due to expansion and increasing SEND needs, the academy are recruiting a number of Alternative Provision tutors, This role will work with teachers to provide teaching, learning and pastoral support by working with individuals or small groups of students under the direction of teaching staff and the Head of Pastoral care. On occasion, tutors may be responsible for some learning activities within the overall teaching plan.

Job Details

Hours of Work: 37 Hours per Week, Term Time Only

Position Type: Fixed Term (until August 2025)

Line Manager: Assistant Vice Principal

Travel Required: N/A

The salary is dependent on current qualifications and experience, please see the attached job description for more information.

Application Process


Please complete the online application form to apply for this role. All candidates are advised to refer to the job description and person specification before making an application. You should use the information supplied with in the Job Description & Person Specification to make the best of your application by identifying some specific pieces of work you may have undertaken in any of these areas. Your application may be viewed in regard to some or all of the skill specific areas over the course of the selection process. Applications via agencies will not be considered.


Interviews will take place as soon as possible after the closing date.

Hope Sentamu Learning Trust is committed to safeguarding and protecting our children and young people and expects all staff and volunteers to share this commitment. All posts are subject to a safer recruitment process which includes enhanced criminal records and barring checks, scrutiny of employment history, robust referencing and other vetting checks.


Our safeguarding system is underpinned by a range of policies and procedures which encourage and promote safe working practice across the Trust. On joining you will be required to undergo continuous professional development to maintain safe working practice and to safeguard our children and young people.

Routinely clean all internal glazing i.e. windows, partitions, door glazing and mirrors. Periodic changing of curtains. Daily emptying of clinical and domestic waste containers and litter bins using colour coded bags including removal to storage at approved locations Ensuring that premises are secure by locking all doors, activating intruder alarms and reporting any suspicious behaviour. Acquiring an understanding of departmental guidance notes and following procedures therein. Reporting faults to cleaning equipment and damage to furniture, fittings and dcor to the relevant level of seniority. Stock control i.e. regular ordering of cleaning materials and equipment, by completion of the relevant forms. Using only materials and equipment provided by Atlas BFW Management Ltd and ensuring they are securely locked away when not in use. Wearing, at all times, of protective clothing provided by Atlas and keeping in a clean and serviceable condition. Wearing at all times and being responsible for the Atlas Uniform and identify badge. Assisting at and/or providing cover at other premises at which Atlas provide a service as necessary, in agreement with the Domestic Coordinator. To act in accordance with BFW Management Ltd Constitution and other Codes of Conduct. To participate in staff development, appraisal and training as appropriate, including continuous professional development To comply with BFW Management Ltd agreed policies and procedures including but not limited to Health and Safety, and Equal Opportunities Policies, the Data Protection Act,Freedom of Information Act, Financial Management Regulations and other relevant NHS and Government Regulations, Directives and area wide priorities To undertake any other tasks, duties and responsibilities as directed and appropriate to the level of the role subject to any reasonable adjustments under the Disability Discrimination Act 1995 as incorporated into the Equality Act 2010 To participate in the wider development of the function and contribute to service improvement as required. Please ensure you have read the attached full Job Description & Person Specification, before applying for the role and for further information.

Job Advert: Bookkeeper
Location: Darwen, Blackburn
Salary: £29,000 per annum
Type: Full-time, Office-Based

We are looking for an experienced Bookkeeper with strong Sage knowledge to join a well-established company in Darwen, Blackburn. This is a full-time, office-based role ideal for someone with bookkeeping and admin experience.
Key Responsibilities:

* Maintain accurate financial records using Sage.
* Manage accounts payable and receivable.
* Perform monthly bank reconciliations.
* Process payroll and assist with financial reporting.
* Provide administrative support to the management team.
* Respond to client queries and handle general office duties.
* Ensure the smooth day-to-day running of the office.

Skills & Experience:

* Proven experience with Sage accounting software.
* Experience in bookkeeping and financial administration.
* Strong attention to detail and organisational skills.
* Good communication skills and the ability to work independently.

What's On Offer:

* Salary: £29,000 per annum.
* Full-time, office-based role (Monday to Friday).
* Opportunities for training and career development.
* Friendly and supportive work environment.

If you have Sage experience and are looking for a bookkeeping role with variety, we'd love to hear from you.

Time Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

East Lancashire Hospitals NHS Trust (ELHT) invites applications for a Specialty Doctor (ST3 level +) in Haematology based at Royal Blackburn Hospital and Burnley General hospital.

The clinical team currently comprises 5 consultant/specialist grade haematologists, 2 specialty doctors, a JCF, an ACP, four clinical nurse specialists and a cancer support worker.

The department is warm, friendly, open and supportive and has a professional and friendly working relationship with all teams involved in the care of haematology patients.

The job plan covers all aspects of a Specialty Doctor’s professional practice including clinical work, teaching, research, education and managerial responsibilities. It provides a clear schedule of commitments, both internal and external. Job plans are reviewed on an annual basis.

The post is available full time, part time working will be considered.

ELHT has Teaching Hospital status and has an active educational programme. The post holder has an opportunity to participate in the education of medical students/foundation year doctors.

The Department provides a clinical and laboratory service, managing a full range of haematological conditions to BCSH level 2a. Salvage therapy and high dose therapy cases are referred to Royal Victoria Hospital Blackpool and Central Manchester Haematology centres. Clinical haematology in-patient beds are ring fenced, with junior doctor cover provided by the medical team. The modern Blood Sciences laboratory is accredited to UKAS ISO15189.

ELHT holds a weekly independent haemato-oncology MDT, with diagnostic services provided by HMDS Leeds and Radiotherapy services provided by Royal Preston Hospital. The MDT is highly rated in the recent cancer peer review.




This advert closes on Friday 13 Dec 2024

We have a fabulous opportunity for a Specialist Pharmacist (Band 7) - Technical Services to join our aseptic team at Royal Blackburn Hospital.

This role will focus on ensuring the effective and efficient quality assurance of unlicensed aseptic products and to provide support for the specialised chemotherapy clinical service.

The Technical service operates under the section 10 exemption of the Medicine Act 1968 (as referenced in The Human Medicines Regulations 2012) and comply with the standards of the Quality Assurance of Aseptic Preparation services QAAPs.

We are seeking a motivated individual who demonstrates commitment, accountability and is a positive role model for our Aseptic Technical Team and Chemotherapy Clinical Team.

We need a team player with technical and clinical skills to help develop a complex part of our pharmacy service.

We want your enthusiasm and ideas in to providing a first-class pharmacy service in our busy Cancer Unit, tertiary Neonatal and Hepatobiliary (HBP) service.

The service is undergoing developments and you will help with the project and look at expanding the service towards a Specials Manufacturing Licence.

For further information or to arrange an informal visit, contact Alessandro Latella (Principal Pharmacist- Technical Services).

We have 2 positions available

Technical Services deliver a central intravenous additive service (CIVAS) providing an adult and neonatal parenteral intravenous service (TPN), complex no cancer monoclonal antibodies (MABs), chemotherapy, immunotherapy, complex clinical trials, antibiotics, and continuous infusions, for clinical areas across Blackburn and Burnley site.

You will have excellent capabilities to work as a team member, essential for creating, improving, and sustaining the safety, quality, and efficiency of our service and the Quality Management System to ensure we maintain compliance with Good Manufacturing Practice, regulatory and legislative requirements.

Integral to the role will be:
• Acting as "Authorising Pharmacist" under section 10 exemption
• Adherence with the overarching Pharmaceutical Quality Management System (PQS) for Technical Services
• Provision of leadership with regards to all operational quality aspects
• Provision of a Specialist Oncology Service.
• Supporting the Principal Pharmacist in building and maintaining a robust Quality Management System (QMS).





This is an exciting time for Aseptic Services with NHSE’s future plans for transformation and investment. This post holder will be instrumental in helping to inform and shape aseptic services for the Trust and across the ICS in the advent of future hub and spoke models, ensuring that quality assurance and patient safety will be at the heart of everything to we do.

We value the personal skills, experiences, and qualities that individuals bring to our department and the Trust; creating an inclusive working environment to attract talented people who feel motivated, involved, and able to influence the future direction of our services. The well being of staff is important to us; we have a dedicated Health and Well being team who provide support on a range of topics, run fitness classes, and organise mindfulness sessions. As an employer we have earned a reputation for focusing on the development of our staff and for being an organisation people are proud to work for.

The post holder will:
• Assist the Lead Oncology Pharmacist, Lead Aseptic Pharmacist and Lead Clinical Trials Pharmacist on all aspects of the service, on matters relating to aseptic dispensing, the aseptic preparation of parenteral drugs, investigational medicinal products (IMPs) and the regulatory aspects of pharmacist supervision in unlicensed and licensed premises.
• Work with the Lead Aseptic Pharmacist and Principal Pharmacist for technical services to maintain and improve the pharmaceutical quality system and participate actively at quality management system meetings.
• Work closely with the wider aseptic team to ensure the smooth running of the aseptic units.
• Maintain a high quality, cost effective and efficient patient-centred pharmacy service in the provision of aseptic services.
• Assist the senior pharmacy technical services team to ensure that clinical trials are set up and conducted in accordance with Good Clinical Practice (GCP), and aseptic products are prepared in accordance with Good Manufacturing Practice (GMP) and all relevant medicines regulations and ethical requirements, to ensure the product is fit for its intended use.
• Contribute and support the Principal Pharmacist for technical services in maintaining the document control system, reviewing as per schedule any relevant procedures and worksheets.
• Assess the stability of new and existing products, investigate deviations, and determine root causes, and contribute to the development of corrective and preventative actions.
• Complete internal audit and quarterly unit inspections, identify gaps with standards and agree action plans with the Senior Aseptic team.
• Assist with the Planned Preventative Maintenance and Validations programme for the Technical Services Unit.
• Contribute to the development of other staff and provide professional leadership and supervision to the haemato-oncology/aseptic service.
• Be responsible for the day-to-day delivery of haemato-oncology clinical pharmacy service, under the overall direction of the Lead Oncology Pharmacist
• Provide a consistently high level of pharmaceutical service in line with corporate objectives and government initiatives.
• Identify risk management issues and assist in developing safe systems of practice with the aseptic/chemotherapy service.
• Audit, monitor and develop medicines optimisation in line with Pharmacy Directorate strategy and objectives.


This advert closes on Friday 13 Dec 2024

Your new company
Become a part of a vibrant and well-respected organisation in Blackpool, where excellence and innovation drive our success. This is a fantastic opportunity to join a team that prioritises professional growth and development.
Your new role
As a bookkeeper, you will be responsible for maintaining accurate financial records for the company. Your duties will include recording daily financial transactions, reconciling bank statements, and preparing financial reports. You will also manage accounts payable and receivable, ensuring all financial data is accurate and up-to-date. Additionally, you will prepare management accounts up to trial balance, providing essential financial insights to support business decisions.
What you'll need to succeed
To be successful in this role, you will need to have previous experience in bookkeeping and a solid understanding of accounting principles. Proficiency in accounting software and Excel is essential. Strong attention to detail, excellent organisational skills, and the ability to work independently are also important. Good communication skills and the ability to handle confidential information with integrity are crucial.
What you'll get in return
In return, you will receive a competitive salary and benefits package, along with the opportunity to work in a supportive and collaborative environment. You will have access to ongoing professional development and the chance to advance your career within a reputable organisation.
If you are a motivated and experienced bookkeeper looking for a new challenge, we would love to hear from you. Apply now to take the next step in your career!What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Excellent opportunity for a Credit Controller to join a well-established company in Fulwood

Salary: £25,000 - £28,000 per annum
Location: Fulwood, Preston PR2
Job Type: Full Time / Permanent
Benefits: Company pension, on-site parking, ongoing training and growth opportunities

About The Company

They are an SME in hire, transportation and logistics. The company is fast paced and collaborative over multiple sites. Their goal is to grow the business efficiently and effectively by modernising practises in a customer focus environment.

Job Summary:

The company is seeking a meticulous Credit Controller to join their team. The ideal candidate will be responsible for managing the debts of the company and ensuring timely payments from customers.

Duties will include but not limited to;

• Contact clients to remind them of outstanding debts via phone or email
• Analyse accounts payable data to identify discrepancies and resolve billing issues
• Collaborate with the accounts office team to streamline debt collection processes
• Utilise accounting software to track financial transactions and update records
• Support wider customer service team in customer account activity accuracy.
• Instigate collections process in line with company procedure
• Perform accurate data entry to maintain up-to-date customer information

Qualifications:

• Proven experience in credit control or a similar role
• Excellent phone etiquette and communication skills
• Proficient in analysing financial data and accounts payable processes
• Familiarity with accounting software for efficient record keeping
• Strong attention to detail and organisational skills
• Knowledge of Xero accounting software

Join the company as a Credit Controller and contribute to maintaining the financial health of the organisation through effective debt management.

You will need access to your own transport as you will need to cover other sites in case of sickness/annual leave throughout the year. Your main base will be in Fulwood Preston.

If you have the relevant skills/attributes to fulfil this role then please apply now for immediate consideration.




The company is an Equal Opportunity Employer that does not discriminate based on race, religion, sexual orientation, age or disability. The employer welcomes applications from all candidates who match their requirements and their decision for employment will be based purely on your skills/qualifications.

This post is to cover an unfilled HEE training post and whilst the locum post is not recognised for training by the Postgraduate Dean, it does offer an opportunity to work in an established maxillofacial department with an expanding portfolio of maxillofacial services.

Duties include both clinic and theatre sessions along with involvement in teaching and mentoring more junior staff.

Interviews will be held week commencing 21st October 2024

The successful applicant will be exposed to elective and emergency oral and maxillofacial surgery patients and will gain experience in how to approach clinical situations starting from the initial consultation, making the diagnosis, to clerking and preparing the patients for theatre, post operative management and short, medium and long term follow-up in outpatient clinics.



There is excellent opportunity to gain experience in the diagnosis and treatment of the injured patient and to gain experience on consultant led ward rounds and in consultant led theatre lists. There is a weekly departmental teaching session along with monthly clinical governance meetings in which the post holder is expected to actively participate.



Duties will also include general ward care, upkeep of medical records and involvement in clinical audit. The duties will be varied depending upon the exigencies of the service. Opportunities for research are available and successful candidates will be encouraged to participate.

Rated GOOD overall with outstanding care by the CQC. A specialist NHS hospital providing life-changing reconstructive surgery, burns care and rehabilitation services across the South of England and beyond.

A centre of excellence, with an international reputation for pioneering advanced techniques and treatments. Everything we do is informed by our passion for providing the highest quality care and the best clinical outcomes.

At QVH we are proud of our achievements and our specialist services continue to record excellent clinical outcomes for patients. We regularly receive excellent results from patient satisfaction surveys and on average 98% of inpatients say they would recommend the hospital to their family or friends.

Our success is underpinned by the skills and enthusiasm of our staff and a strong culture of partnership. We are fully committed to training and development of the workforce with support for continuing education and learning.

The successful applicant will be exposed to elective and emergency oral and maxillofacial surgery patients and will gain experience in how to approach clinical situations starting from the initial consultation, making the diagnosis, to clerking and preparing the patients for theatre, post operative management and short, medium and long term follow-up in outpatient clinics.



There is excellent opportunity to gain experience in the diagnosis and treatment of the injured patient and to gain experience on consultant led ward rounds and in consultant led theatre lists. There is a weekly departmental teaching session along with monthly clinical governance meetings in which the post holder is expected to actively participate.



Duties will also include general ward care, upkeep of medical records and involvement in clinical audit. The duties will be varied depending upon the exigencies of the service. Opportunities for research are available and successful candidates will be encouraged to participate.



The current rota commitment is 1:6 on a non-resident on call shift pattern for weekday which includes for prospective cover for colleagues study/annual leave and is part of a tiered rota pattern. There is a 1 in 9 weekend on call rota also. Rota patterns can be subject to change according to the exigencies of the service and should they do so we will consult with you.




This advert closes on Sunday 22 Dec 2024

Please note that this role is advertised on behalf of Atlas BFW Management Ltd (Atlas), a wholly-owned subsidiary of Blackpool Teaching Hospitals NHS Foundation Trust and as such, successful applicant(s) will be on Atlas Terms and Conditions. For further information about Atlas, please visit: www.bfwml.co.uk

The overview:

The post holder will be required to carry out general cleaning duties to the recognised standards across the Atlas portfolio, to suit the needs of the business, covering for holidays, sickness and other periods as and when required on an ad-hoc basis.

The role will be working in community Health Centres, cleaning both clinical and non-clinical areas.

It is essential to hold a current driving license and have access to a vehicle, as you will be required to travel between sites with the Atlas footprint to deliver the role.

Please be aware that with this role you may require a Disclosure and Barring Service (DBS), further information will be provided if you are successful for interview.

We are looking for someone who has a Grade C or equivalent in Maths and English at GCSE level. It would be advantageous is you have previous experience cleaning, especially in a health care setting as well as holding relevant qualifications or training such as an NVQ in Cleaning or Basic Training in Health & Safety, Control of Substance Hazardous to Health (COSHH) - however, this is not essential.

The duties and responsibilities are
• Regular vacuuming and occasional shampooing of carpeted areas using carpet cleaning
machinery.
• Regular maintenance of hard floors using a buffing machine i.e. spray cleaning, stripping,
scrubbing and buffing.
• Regular high and low damp dusting including all worktops, ledges, skirting, picture frames, notice boards, radiators, desks and shelving and general fixtures and fittings.
• Daily dusting of all non-clinical electrical equipment, furniture and periodic application of spray
polish.
• Daily cleaning of all washbasins, toilets, sluice sinks and sanitary fittings including replenishment of soap and hand towel dispensers and toilet tissue, as necessary.

As experts in healthcare facilities and property management, we deliver fully-managed healthcare facilities services and property management solutions to clients throughout Blackpool, Fylde, Wyre and North Lancashire.

Our teams ensure our clients’ properties and amenities provide the best environment for their customers, patients, staff and visitors.

As a wholly owned subsidiary of Blackpool Teaching Hospitals NHS Foundation Trust, we support the Trust’s frontline clinical services and assist with the delivery of patient care, through our service provision.

Our profits are used to help grow our business, whilst providing additional employment, training and development opportunities for local people.

Visit: bfwml.co.uk for further information.
• Routinely clean all internal glazing i.e. windows, partitions, door glazing and mirrors.
• Periodic changing of curtains.
• Daily emptying of clinical and domestic waste containers and litter bins using colour coded bags including removal to storage at approved locations
• Ensuring that premises are secure by locking all doors, activating intruder alarms and reporting any suspicious behaviour.
• Acquiring an understanding of departmental guidance notes and following procedures therein.
• Reporting faults to cleaning equipment and damage to furniture, fittings and décor to the relevant level of seniority.
• Stock control i.e. regular ordering of cleaning materials and equipment, by completion of the relevant forms.
• Using only materials and equipment provided by Atlas BFW Management Ltd and ensuring they are securely locked away when not in use.
• Wearing, at all times, of protective clothing provided by Atlas and keeping in a clean and serviceable condition. Wearing at all times and being responsible for the Atlas Uniform and identify badge.
• Assisting at and/or providing cover at other premises at which Atlas provide a service as necessary, in agreement with the Domestic Coordinator.
• To act in accordance with BFW Management Ltd Constitution and other Codes of Conduct.
• To participate in staff development, appraisal and training as appropriate, including continuous professional development
• To comply with BFW Management Ltd agreed policies and procedures including but not limited to Health and Safety, and Equal Opportunities Policies, the Data Protection Act,
Freedom of Information Act, Financial Management Regulations and other relevant NHS and Government Regulations, Directives and area wide priorities
• To undertake any other tasks, duties and responsibilities as directed and appropriate to the level of the role subject to any reasonable adjustments under the Disability Discrimination Act 1995 as incorporated into the Equality Act 2010
• To participate in the wider development of the function and contribute to service improvement as required.

Please ensure you have read the attached full Job Description & Person Specification, before applying for the role and for further information.


This advert closes on Thursday 12 Dec 2024

Proud member of the Disability Confident employer scheme

Your new company

A small, yet reputable business based in Nelson is looking to recruit an experienced Finance Manager to join their team on a part-time or full time basis basis. This business has built a strong reputation over the past 30 years, with 5 companies within the Group now reporting a turnover of £3Million.

Your new role
In your new role as Finance Manager, you would report directly to the MD and be responsible for all aspects of Finance, with the support of a Purchase Ledger assistant. The role is varied in skill set as you would produce the full bookkeeping for the companies but also the financial accounts in preparation for submission by the external accountants. Duties will include all transactional accounts including purchase ledger, sales ledger and cash book reconciliations, payroll processing and credit control. You will manage the companies' cash flow and ensure all relevant journal entries are produced to trial balance and prepare the monthly management accounts. Annually, you will work closely with the external accountants, preparing the annual accounts. This role would be based in office, working between 30-37.5 hours per week, depending on your preferences.


What you'll need to succeed
To be successful in this role, you will have experience of producing accounts to trial balance, producing management accounts and be comfortable dealing with all levels of finance including transactional accounts. As this is a small business, you will be expected to assist in other areas such as receiving incoming business phone calls. You will have strong bookkeeping skills, with the ability to use financial software. A good working knowledge of Excel will be essential.

What you'll get in return
In return for this, you will be offered a salary equating the full time equivalent of £40,000 per annum. You will be offered a package including enhanced holidays, flexible working, free parking, pension contribution and free tea and coffee.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• Provide day-to-day client servicing, handle and provide timely resolution to client issues.
• Validates client data and documentation in relevant systems.
• Takes the lead to coordinate and follow-up across internal departments to solve client needs.
• Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
• Analyzes client data and provides reporting as needed.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 0-2 years relevant experience

Education:

• Bachelors degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required

The Underwriter is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Develop recommendations to adjust credit policies by analyzing credit and financial performance utilizing statistical scoring, segmentation, regression and simulation techniques
• Implement initiatives to ensure consistency and compliance with credit policies
• Utilize SAS in a UNIX environment to perform risk, financial and data analysis including profiling, sampling, reconciliation, and quality testing
• Prepare risk management presentations for senior management that include analytics on portfolio performance, emerging trends and areas of opportunity
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years relevant experience
• Previous experience in credit card risk management or equivalent training and experience preferably in the financial services industry
• Ability to apply credit and risk principles toward business goals
• Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency
• Must be highly organized and able to work in a fast paced environment managing multiple projects and possess effective interpersonal, organizational and analytic skills
• Extensive knowledge of SAS or SQL programming and literacy with MS Office software required

Education:

• Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

The Relationship Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
• Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
• Helps clients to access Citi’s global network, locating local coverage and product support across the globe
• Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
• Coordinates credit requests and approvals from Citi’s global network
• Engages with product partners and Citi’s global network to identify revenue opportunities and to position certain products with clients
• Ensures periodic support discussions are held with clients and are correctly documented
• Maintains correct client legal and marketing hierarchies
• Partners with Credit Admin team to ensure creditdocumentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
• Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
• Assists in implementation of cash transactions for Banker
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years relevant experience

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• Provide day-to-day client servicing, handle and provide timely resolution to client issues.
• Validates client data and documentation in relevant systems.
• Takes the lead to coordinate and follow-up across internal departments to solve client needs.
• Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
• Analyzes client data and provides reporting as needed.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 0-2 years relevant experience

Education:

• Bachelors degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required

The Underwriter is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards.
• Prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision.
• Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information.
• Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements.
• Perform industry and geographical research and other due diligence as needed.
• Maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization.
• Maintain compliance with Citibank credit policies/practices and regulatory policies, to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors.
• Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions.
• Provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor lower level Credit Officers as needed.
• Other duties as required to support business unit and company goals.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 8-10 years previous credit authority experience. Prior experience working in a regulatory and compliance policy environment
• Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations.
• Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
• Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
• Effective inter-personal and written/verbal communication skills
• Thorough problem recognition and resolution skills
• Pro-active disposition with ability to work autonomously and within a team Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software
• Typically deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs.
• Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources.
• Exercises wide degree of latitude and discretion.
• Significant impact on the area through complex deliverables.
• Provides advice and counsel related to the technology or operations of the business.
• Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
• Solid experience in managing larger mid-corporate or corporate banking client portfolio
• Wide-range of credit experience including but not limited to episodic transactions such as loan syndications, privatizations, management buy-outs

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.