To maintain and manage the pipeline of 1st & 2nd charge cases after a mortgage offer has been issued and to provide administrative support to the underwriters across our mortgage lending division.
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