The primary focus of the role is to take cases from approved application through to completion stage, following the defined processes. This role will work within the Risk Department and support the senior manager, working closely with underwriters and origination teams.  Main tasks include undertaking initial searches, instructing valuations and solicitors, and liaising with members of the Sales Department, Underwriters, applicants, financial intermediaries, valuers and solicitors on daily basis.

Duties and responsibilities

  • Initial check of application forms to ensure these are completed correctly
  • Undertaking KYC checks
  • Undertake Credit, Land Registration and Google searches
  • Issue Heads of Terms
  • Instruct valuers, monitoring surveyors and solicitors
  • Check through Valuation reports and update the CRM system
  • Deal with funds requests
  • Assist the Senior Manager in the management of dedicated pipeline of cases through to swift completion, providing support where required
  • Proactively manage a high pipeline of cases to ensure efficient completion
  • Build and maintain strong relationships with brokers, solicitors, valuers and other third parties. Always represent the company in the best possible light
  • Ensure Data Quality checks are completed
  • Produce legal documentation
  • Ensure CRM is up to date and accurate

Qualifications and requirements

  • 1-3 years of recent experience with a Mortgage/Secured lender essential
  • Experience in dealing with borrowers and mortgage brokers preferred
  • Computer literate with excellent attention to detail.
  • Intermediate level skills in Microsoft Word and Excel are essential
  • Excellent organisation, communication and time management skills
  • Excellent customer care skills are required, the desire to deliver a swift and professional service is essential to this dynamic organisation
  • Can do approach
  • Team player
  • Flexible