Castle Trust Bank

Financial Planning and Analysis

• Preparation of data analysis of capital, credit & liquidity risks as well as financial information which we report to the UK financial regulator.
• Continuous improvement of existing processes and participate in the research and implementation of new business, regulatory and system changes.
• Documentation of procedures. Preparation and maintenance of accurate and detailed desktop procedures.
• Automation of reporting. Using the existing regulatory reporting system (WIRES) to deliver an automated solution. This will involve significant work to develop underlying data accuracy and delivery.
• Develop regulatory knowledge. Develop a strong understanding of the regulations around the Castle Trust product set to establish the team as a centre of excellence within the business for all questions related to the regulations and reporting.
• Gain broad exposure to core areas of the Finance function within the Bank over time.

Finance Graduate – Regulatory Reporting

Recruitment

• Deliver a best‑in‑class, end‑to‑end recruitment service across the Bank
• Lead your own portfolio of hiring campaigns across multiple business areas
• Attract, select and onboard exceptional talent in a timely and cost‑effective way
• Build strong, trusted relationships across the business
• Write engaging adverts and promote roles across a variety of channels
• Drive direct sourcing and build diverse talent pipelines using creative and AI‑enabled methods
• Screen candidates and coordinate interviews and assessments
• Ensure smooth scheduling and a consistent, high‑quality experience for candidates and hiring managers
• Manage offers and ensure a seamless transition to start date
• Maintain accurate ATS data and support regular reporting
• Contribute to improving tools and technology
• Represent Castle Trust Bank at events and strengthen our employer brand

Talent Acquisition Specialist

Administration

• Manage a pipeline of applications and package each loan for approval by the Underwriting team
• Conduct initial reviews of applications and perform credit and property checks
• Support an underwriter buddy to gain knowledge in mortgage processing
• Issue all documentation once the loan has been approved
• Support the completions team to finalize the loan
• Update and support broker partners and external sales teams throughout the application process
• Provide updates, chase for documentation, and process valuation reports

Mortgage Administrator

Business Intelligence Developer

• Own the data model design and deliver high quality data solutions
• Engage with stakeholders to understand reporting requirements
• Convert requirements into models and logic for reporting
• Ensure reports are tested to a high standard and maintain data integrity
• Manage and lead a team of Business Intelligence Analysts
• Set clear objectives for the team and drive a culture of development

Lead Business Intelligence Developer

Customer Support

• Process mortgage enquiries post completion right through to redemption
• Oversee and manage all post-completion activities for mortgage applications
• Engage with customers up to 6 months before maturity to ensure repayment strategy
• Produce and issue redemption statements
• Monitor project progress for bridging and refurbishment loans
• Update systems and confirm account closures
• Issue annual/ad hoc statements and manage Direct Debits
• Handle general post-completion tasks like borrower death and address changes
• Ensure post-completion conditions are fulfilled
• Manage alerts and activities while ensuring adherence to business policies
• Collaborate with customers, intermediaries, solicitors, and third parties
• Participate in projects and contribute to continuous improvement

Customer Service Administrator

Risk

• Lead on the development of a comprehensive 2nd line capability to monitor and manage risks arising in the Treasury function and overall Balance Sheet.
• Maintain a robust risk framework, ensuring effective policies, limits, and oversight across key risk drivers.
• Manage and challenge risk models, support regulatory submissions, and deliver clear reporting to ExCo and the Board.
• Collaborate with Treasury, Finance, and risk colleagues to provide strong first and second line challenge and drive effective risk management across the organisation.

Finance Graduate – Regulatory Reporting

Talent Acquisition Specialist

Mortgage Administrator

Lead Business Intelligence Developer

Customer Service Administrator

Treasury & Balance Sheet Risk Manager