Job Description

Key Accountabilities

  • Engage with relevant stakeholders both internally and externally in order to obtain information to progress cases to completion.
  • Monitor and manage upcoming expiration of documents and offers.
  • Update all relevant systems to maintain management information.
  • Ensure that all mortgage conditions are satisfied prior to cases completing.
  • Work closely with the underwriting team to effectively manage the post enquiry caseload.
  • Process incoming completion documentation either via post, email etc.
  • Provide daily/weekly/monthly completion forecasts to line manager.
  • Gain a full understanding of the underwriting process (underwriting cross skill to provide cover when required).
  • Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
  • Instructing Solicitors to act on behalf of West One in the transaction.
  • Carrying out a QA check for other underwriters.
  • As experience increases, the trainee underwriter’s cases will need to be QA checked by another member of the team.
  • A point of contact for incoming calls to the team’s main group telephone number.
  • Return any original documents to clients.

Skills & Competencies

  • Strong organisational skills.
  • Good verbal & written communication skills.
  • Excellent attention to detail.
  • Time management.
  • Competent user of Microsoft office software.
  • Positive attitude to develop and expand knowledge.
  • Ability to perform under pressure and meet deadlines.

Knowledge & Qualifications

  • Experience within the secured lending sector (desirable).
  • A good understanding of the underwriting process (desirable).
  • Industry relevant qualifications are beneficial but not a requirement.
  • Experience within an administrative role (desirable).
  • GCSE English & Maths.

Personal Attributes

  • Excellent communication skills.
  • Resilient and flexible.
  • Team Player.
  • Approachable and self- motivated.

Company Values - CREDIT

C

Customer - Customers are our primary focus

R

Results - Results matter, create value every day

E

Energy is contagious, Share it!

D

Developing our people makes us different

I

Invent the solution - be proactive

T

Teamwork - Together we can build the business

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