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.
* Pass internal competency tests post induction.
Skills & Competencies
* Organisational and time management skills.
* Good verbal & written communication skills.
* Excellent attention to detai.
* Time management.
* Competent user of Microsoft Office software.
* The ability 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
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