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