At a Glance
- Tasks: Prepare underwriting files, liaise with partners, and ensure data accuracy.
- Company: Join Step One Finance, a growing company in Woking with a supportive culture.
- Benefits: Enjoy a competitive salary and a range of employee benefits.
- Other info: Opportunities for continuous learning and professional growth in an inclusive workplace.
- Why this job: Be part of a dynamic team and make a real impact in a fast-paced environment.
- Qualifications: Experience in admin or finance roles, strong attention to detail, and great communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking a talented and motivated full‑time Underwriting Administrator to join our Underwriting Department at an exciting time of business growth and transformation. This role is ideal for someone who is detail‑oriented, organized, and thrives in a fast‑paced environment. Located just a two‑minute walk away from the Woking town centre, Step One Finance provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative teamwork environment and exposure to a wide variety of work. Imagine and shape your future at Step One Finance Limited where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution. Step One Finance is proud to be an equal opportunity employer, and we take affirmative action to create a more inclusive and equitable world of work.
Key Responsibilities
- To prepare files for review by the Underwriting Team within the agreed time frames.
- To liaise with 3rd party business partners to ensure any missing documents from cases are provided in a timely manner.
- To ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems.
- To conduct calls with customers, employers and 3rd party business partners in a friendly and professional manner.
- To ensure all offer documents are sent out to customers correctly via email, post & E‑sign.
- Maintaining effective maintenance, storage, filing and retrieval of financial records both electronic and paper, ensuring that information is kept securely and is accessible.
- Liaising with both internal and external vendors via telephone, email and in person.
- Supporting projects and providing ad hoc support to different business areas.
- To ensure that all mandatory training is undertaken.
- Full compliance with all company policies.
- Any other tasks as required.
Role Requirements
- Previous experience in an administrative, underwriting, or finance‑related role is preferred.
- Strong attention to detail and accuracy in processing financial documents and data.
- Excellent organizational skills with the ability to manage multiple priorities and deadlines.
- Effective communication skills, both written and verbal, for interacting with customers, colleagues, and third‑party partners.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with internal loan or underwriting systems.
- Ability to work both independently and collaboratively within a team environment.
- Strong problem‑solving skills and a solutions‑focused mindset.
- Professional, courteous, and friendly demeanor when dealing with internal and external stakeholders.
- Commitment to compliance, confidentiality, and adhering to company policies and procedures.
- Willingness to learn, adapt, and undertake mandatory training as required.
- Flexibility to support ad hoc projects and additional tasks as needed.
Personal Attributes
- A strong team player with a friendly, professional approach.
- Proactive and self‑motivated with a “can‑do” attitude.
- Pragmatic, flexible, and solutions‑focused.
- Committed and conscientious, with a drive to deliver results.
- Honest, reliable, and operates with integrity.
Why Join Us?
- Competitive salary.
- The chance to be a key part of a growing company.
- Dynamic and supportive team culture where your contributions are truly valued.
- Comprehensive range of the employee benefits – subject to scheme rules.
Step One Finance does not offer visa sponsorship; therefore, all candidates must have a valid right to work in the UK.
Underwriting Admin & Data Specialist in Woking employer: Step One Finance
Step One Finance Limited is an exceptional employer that fosters a dynamic and supportive team culture, making it an ideal place for those looking to grow professionally in the finance sector. Located just a short walk from Woking town centre, we offer competitive salaries, continuous learning opportunities, and a commitment to inclusivity, ensuring that every employee's contributions are valued and rewarded. Join us to be part of a transformative journey where your skills can shine and develop in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Underwriting Admin & Data Specialist in Woking
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role. Understand their values and how you can contribute. Practice common interview questions and think of examples that showcase your skills and experience.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It also keeps you fresh in the interviewer's mind.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are excited about joining us at Step One Finance. It shows initiative and interest!
We think you need these skills to ace Underwriting Admin & Data Specialist in Woking
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Underwriting Admin & Data Specialist role. Highlight your relevant experience and skills, especially those related to attention to detail and data accuracy. We want to see how you fit into our fast-paced environment!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about joining Step One Finance and how your background makes you a great fit for our team. Keep it friendly and professional, just like we are!
Showcase Your Communication Skills:Since this role involves liaising with customers and third-party partners, make sure to demonstrate your effective communication skills in your application. Whether it's through your CV or cover letter, let us know how you can engage with others in a friendly manner.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on being part of our team at Step One Finance!
How to prepare for a job interview at Step One Finance
✨Know Your Stuff
Before the interview, make sure you understand the role of an Underwriting Administrator inside and out. Familiarise yourself with the key responsibilities listed in the job description, especially around data accuracy and communication with third-party partners. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Organisational Skills
Since this role requires excellent organisational skills, prepare examples from your past experiences where you've successfully managed multiple priorities or deadlines. Be ready to discuss how you keep track of tasks and ensure nothing slips through the cracks—this will demonstrate your fit for the fast-paced environment they’re looking for.
✨Practice Your Communication
Effective communication is key in this role, so practice articulating your thoughts clearly and professionally. You might even want to do a mock interview with a friend or family member. Focus on how you would handle calls with customers and third-party partners, as this will likely come up during the interview.
✨Emphasise Your Team Spirit
Step One Finance values collaboration, so be prepared to share examples of how you've worked well in a team. Highlight your friendly and professional approach, and discuss how you’ve contributed to a positive team culture in previous roles. This will show that you’re not just a great individual contributor but also a team player.
