At a Glance
- Tasks: Manage loan applications and support underwriting processes in a dynamic lending environment.
- Company: Join Shelley Lending, a specialist property finance lender with a relationship-led approach.
- Benefits: Competitive salary, performance bonuses, ongoing training, and career progression opportunities.
- Other info: Supportive team culture with genuine opportunities for growth in your career.
- Why this job: Gain hands-on experience in property finance and make a real impact in the lending process.
- Qualifications: Organised, commercially minded, with finance-based experience and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Shelley Lending is a specialist property finance lender providing fast, flexible funding solutions across bridging finance, development finance and specialist property lending throughout England and Wales. We pride ourselves on delivering a relationship-led approach, combining commercial decision-making with exceptional service to brokers and borrowers.
As our loan book continues to grow, we are looking to recruit an ambitious Junior Underwriter / Case Manager to join our expanding team. This is an excellent opportunity for someone looking to build a long-term career within specialist property finance.
The Role
Working alongside our underwriting and lending team, you will assist in managing applications from initial enquiry through to completion, ensuring every transaction progresses efficiently and delivers an outstanding experience for brokers and borrowers. This role provides exposure to all aspects of specialist lending and offers genuine opportunities for progression into a fully-fledged underwriting position.
Key Responsibilities
- Manage loan applications from enquiry through to completion.
- Liaise with brokers, borrowers, solicitors, valuers and other professional advisers.
- Obtain outstanding documentation and monitor application progress.
- Coordinate valuations and legal instructions.
- Keep brokers and borrowers updated throughout the transaction.
- Ensure internal systems and CRM are maintained accurately.
- Review loan applications and supporting documentation.
- Assist with assessing borrower affordability and exit strategies.
- Analyse property information and security details.
- Carry out initial due diligence and background checks.
- Prepare underwriting summaries for senior underwriters.
- Identify potential risks and escalate where appropriate.
- Assist with preparing loan papers for approval.
- Maintain accurate loan files.
- Ensure compliance with company procedures and regulatory requirements.
- Produce management reports when required.
- Support the wider lending team with operational tasks.
What We're Looking For
We're looking for someone who is organised, commercially minded and eager to learn. Ideally you'll have:
- Experience within mortgages, bridging finance, banking or financial services.
- Strong organisational and time management skills.
- Excellent written and verbal communication.
- High attention to detail.
- Confidence dealing with brokers and professional advisers.
- A proactive attitude with a willingness to take ownership of cases.
- Strong Microsoft Office skills.
Knowledge of bridging finance or commercial lending would be advantageous but is not essential, as full training will be provided, albeit the candidate should have finance based experience.
What We Offer
- Competitive salary of £35-45k pa depending on experience.
- Performance-related bonus.
- Ongoing training and mentoring from experienced lending professionals.
- Exposure to complex bridging and development finance transactions.
- Genuine career progression into underwriting and lending.
- A supportive and collaborative working environment.
- Opportunity to become an integral part of a growing specialist lender.
Why Join Shelley Lending?
At Shelley Lending, you'll gain hands-on experience across the entire lending process while working with an experienced team that values initiative, professionalism and exceptional customer service. If you're looking to develop a successful career in specialist property finance, we'd love to hear from you.
Underwriting Assistant employer: Shelley Capital Management LLP
At Shelley Lending, we pride ourselves on being an excellent employer that fosters a collaborative and dynamic work culture. Our team enjoys comprehensive benefits, ample opportunities for professional growth, and the chance to make a significant impact in the fast-paced world of bridging and development lending. Located in the heart of the UK, we offer a vibrant environment where innovation thrives and employees are empowered to excel.
Contact Details:
Shelley Capital Management LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Underwriting Assistant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Shelley Capital Management LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Underwriting Assistant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Shelley Capital Management LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Shelley Capital Management LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Shelley Capital Management LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Shelley Capital Management LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Shelley Capital Management LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Shelley Capital Management LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
