The role
This is an exciting opportunity which will be key in supporting process improvement and change projects in the Services Delivery finance and data team.
As Assistant Manager- Loan Fund, you will support the delivery and strategic development of financial and data reporting within Services Delivery.
This role will be key in supporting the delivery of our contractual monthly reporting obligations to Scottish Government & Transport Scotland, as well as managing information, data and commission requests.
You will support the design and implementation of impaired debt governance frameworks, ensuring compliance with FCA and Consumer Duty standards and the delivery of world-class customer service.
This role will pull together data insights and reporting, using this information to effectively support internal and external stakeholders.
To be successful in this role, you will be a supportive and collaborative colleague.
You will have strong attention to detail and a strong understanding of Microsoft Excel.
The team
The Services Delivery team is responsible for administering loans and grants on behalf of various funders including the Scottish Government.
We are a large, supportive team with well-established ways of working and an embedded culture of continuous improvement.
What you will do
- Update all monthly loan repayments into relevant loan books.
- Record any missed loan repayments into loan books.
- Prepare new loan repayment schedules each month for both new loans as well as those starting to repay again.
- Delivery of regular contractual and commissioned reporting for Scottish Government– including forecasting and claims.
- Reconcile loans books to CODA to ensure accuracy of data, investigate anomalies, and suggest corrective action.
- Prepare journals for accounting adjustments.
- Prepare repayment forecasts for each loan fund on a monthly basis.
- Prepare monthly debt impairment reports, including quarterly change analysis.
- Production of year end fund balance statements.
- Production of monthly grants claim documentation.
- Produce complex reporting as and when required.
- Identify areas of risk and suggest remedial actions.
- Contribute to continuous improvement of processes and procedures.
- Ad hoc reporting requests.
What you will bring
- Excellent organisational skills, able to prioritise tasks within a demanding setting.
- Able to multitask and work to tight deadlines and targets.
- Strong administrative experience, demonstrating excellent administrative and numeric skills, preferably in a collections environment.
- The ability to work under own initiative with minimal supervision.
- Excellent communication skills and be a calm and confident negotiator.
- A sound knowledge of MS software, particularly Intermediate or Advanced Excel.
- A willingness to learn about, engage with and support our efforts to become a more diverse, inclusive and equitable organisation.
Who we are
Energy Saving Trust is a leading and trusted organisation, dedicated to promoting energy efficiency, low carbon transport and sustainable energy use.
We aim to address the climate emergency and deliver the wider benefits of clean energy as we transition to net zero.
Work where you thrive
At Energy Saving Trust, flexibility isn’t just a policy, it’s how we work.
Most of our roles can be done remotely, and many of our people choose to work from home full-time.
Prefer an office environment? We have welcoming spaces in London, Edinburgh, Belfast, Cardiff and Hadleigh for those who want to connect in person.
We’ll support you with
- Generous holiday (25 days + bank holidays + extra Christmas leave)
- True flexibility in how and where you work (subject to role requirements)
- Strong pension & life assurance
- Enhanced family leave
- Green travel perks (EV scheme, cycle to work)
- Professional development support
- Yearly wellbeing allowance
Diversity and inclusion
Energy Saving Trust is committed to creating a diverse, inclusive and equitable workplace where everyone can be themselves, with support to be their best.
We strongly encourage applicants from a wide range of backgrounds and with different identities and experiences to apply for roles with Energy Saving Trust.