Assistant Manager- Loan Fund

Up to £32,491.48 per annum (depending on experience)

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.

For more information, please see the job description

Please submit an anonymised CV and cover letter, removing your name, address, email address, and any other identifying details.

Please use your CV and cover letter to show us how your experience and skills relate to the essential criteria, including transferable skills where relevant. While we are looking for candidates who can demonstrate evidence across most of the essential criteria, we don’t expect everyone to meet every single one, so please don’t be discouraged from applying if your experience doesn’t match every point exactly.

Please note, applications submitted without a cover letter may be rejected.

As part of our recruitment process, we conduct background checks on all candidates who receive a conditional offer of employment. The nature of the scheme that we are contracted to work on with Scottish Government means that we are required to comply with UK Government standards when carrying out pre‑employment checks for new starters. This check is known as the Baseline Personnel Security Standard (BPSS).

BPSS checks include:
• Verification of identity
• Verification of right to work in the UK
• Verification of your previous 3 years of employment history, including periods spent overseas
• A basic criminal record check (DBS), and where relevant, criminal record information from countries where you have lived for significant periods

Information obtained will only be used for the purposes of assessing your suitability for the role. Please note that if successful, any offer of employment made will be conditional pending the successful completion of the BPSS checks. To meet BPSS requirements, candidates must hold valid UK Right to Work documentation. If you have lived or worked overseas, these periods can be verified as long as the relevant evidence can be provided.

More information on the checks can be found here: https://www.gov.scot/publications/baseline-personnel-security-standard-on-amiqus-processing-data-privacy-notice/

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.

At Energy Saving Trust we don’t just offer jobs – we offer careers. For our people, being part of the effort to address the climate emergency makes working for us truly meaningful and rewarding.

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

These are just some of the benefits we offer.

Want to know more about how we make flexibility real? Check out our Benefits and Culture page

Reasonable adjustments: We want to ensure that our recruitment process is inclusive of and accessible for, everyone.

If you think you may need additional support or reasonable adjustments made to any part of the recruitment process, please get in touch with recruitment@est.org.uk or call reception on +44 (0)20 7222 0101. We will do our very best to support you.

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.

We are a Disability Confident Committed employer and we ringfence a minimum number of interview slots for candidates who apply via the Disability Confident scheme and meet the criteria for a role. Find out more here.

You can find out more about our commitment to diversity and inclusion here.

To avoid disappointment, you are advised to submit your application as soon as possible as we reserve the right to close the vacancy early if a high volume of applications are received. This is to ensure that we can manage application levels whilst maintaining a positive candidate experience. Unfortunately, once a vacancy has closed, we are unable to consider further applications

Please note, that we are unable to provide visa sponsorship for this post. To apply for this post, you must be able to demonstrate your eligibility to work in the UK