Completions Admin Btl

4 months ago


Watford, United Kingdom West One Loans Full time

To maintain and manage the pipeline of BTL 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 to obtain information to progress cases to completion.
- Return any original documents to the client
- Proactively managing the newly offered cases, setting up the Completions checklist.
- Making Introduction calls to out Intermediaries establishing completion deadlines, building relationships, and providing excellent customer service.
- 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 Completions team to effectively manage the post offer caseload.
- Instructing Solicitors to act on behalf of West One in the transaction.
- Conducting and supporting Admin duties as required
- As experience increases, the trainee completion’s cases will need to be QA checked by another member of the team.
- Managing the BTL calls for Underwriting and Completions
- This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business_

**Skills & competencies**
- Strong organisational skills
- Going above and beyond to provide excellent customer service
- 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 (Preferable)
- GCSE English & Maths
- A good understanding of the Mortgage 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.

**Personal Attributes**
- Excellent communication skills
- Approachable and self
- motivated
- Resilient and flexible
- Team Player

**Values - CREDIT**

**C**

Customer - Customers are our primary focus

**R**

Results - Results matter, create value every day

**E**

Energy is contagious, Share it

**D**

Developing our people makes us different

**I**

Invent the solution - be proactive

**T**

Teamwork - Together we can build the business

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Private dental insurance
- Private medical insurance

Schedule:

- Monday to Friday

Work Location: In person


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