Spencer Collin

Bordereau processing and analysis - Managed, reviewed and processed Risk and Risk Premium bordereau into Binder Management software BDX, ensuring accuracy and timely reporting.

Data Reconciliation - Conduced detailed reconciliation of bordereau data against regulatory data requirements and financial records, identifying and resolving discrepancies.

Stakeholder Collaboration - Working closely with Underwriters, Brokers, Credit Control, Modelling teams and compliance to support accurate reporting and decision making.

Compliance and Reporting - Ensuring bordereau data meets regulatory and contractual requirements.

Lloyds reporting - assisting with production of data, reconciliations and submissions of applicable Lloyds reporting derived from bordereau data.

Client-focused role responsible for implementing BinderCloud binder management tool. Work closely with syndicates to ensure 100% accuracy in bordereaux mapping, collaborating with processing teams and syndicates to validate and complete all mappings within set deadlines. Conduct regular customer meetings to provide updates on service delivery, query resolution, and ongoing process improvements, ensuring seamless data management and compliance with regulatory requirements.

Responsible for managing, reconciling, agreeing and settling claims bordereaux for delegated authority and binder agreements. Collaborating with claims brokers and Syndicates to ensure the accurate and timely settlement of claims and producing monthly MI.

Progressing mortgage applications through to completion and life insurance policies are put on risk.

Persuing certification as a mortgage advisor and progressing mortgage applications through to completion

Dealing with enquiries for mortgage and investment products.