Step One was established in 2010 and our mission is to operate an industry leading specialist consumer finance platform built on traditional lending values. Founded from a small office in London, we are now based in Woking, Surrey where our team of qualified professionals offer lending solutions with a personal touch.
Job Responsibilities
* Ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems.
* Prepare files for review by the Underwriting Team within the agreed time frames.
* Conduct calls with customers and 3rd party business partners in a friendly and professional manner.
* Maintain effective maintenance, storage, filing and retrieval of financial records both electronic and paper, ensuring that information is kept securely and is accessible.
* Undertake administrative duties such as sending out Mortgage Offer documents, scanning, photocopying and printing documents.
* Accurate data input and quality control of reporting provided by third parties.
* Full compliance with all company policies.
* Liaise with both internal and external vendors via telephone, email and in person.
* Support projects and provide ad hoc support to different business areas.
Financial Services Administrator Level 3 Apprenticeship Standard
* The Financial Services Administrator Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
* This apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes
* A broad understanding of the financial services sector.
* An understanding of the role of the appropriate regulatory bodies.
* The importance of relationship building with clients and colleagues.
* Understanding of processes and procedures relevant to the role.
* How to develop commercial awareness.
* Building skills and capabilities within an organisation.
Professional Qualifications
* CeMAP1 - awarded by London Institute of Banking and Finance (LIBF).
* Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
* To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy's qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Working Hours
Monday - Friday, 9.00am - 5.30pm.
Seniority level
Internship
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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