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 offer caseload
- Process incoming completion documentation either via post, email etc
- Provide daily/weekly/monthly completion forecasts to line manager
- Gain a full understanding or 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
- Pass internal competency tests post induction
- 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
- A good understanding of the underwriting process
- Previous experience of managing a caseload in a fast-paced environment
- Industry relevant qualifications are beneficial but not a requirement
- Experience within an administrative role
- GCSE English & Maths
Personal Attributes
- Excellent communication skills
- Resilient and flexible
- Team Player
- Approachable and self- motivated
