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
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