Finance Administrator

4 weeks ago

Epsom, Surrey, United Kingdom Tate Full time
Job Title: Finance Administrator

We are seeking an experienced Finance Administrator to join our team at Tate. As a key member of our finance department, you will play a vital role in supporting the smooth operation of our financial services.

Key Responsibilities:

  • Process loan applications, ensuring all necessary documentation is obtained and attached to the relevant cases.
  • Coordinate the property valuation process, liaising with valuers to obtain additional information as required.
  • Verify and attach documents to cases in preparation for the underwriting process.
  • Manage incoming post, acknowledging offers and taking appropriate action.
  • Conduct searches, such as land registry and credit checks, as necessary.
  • Dispatch mortgage offers and solicitors' instructions following approval.
  • Respond to customer, intermediary, or solicitor enquiries via email or phone, in liaison with the New Business department as needed.
  • Support the Completions Officer with the administration of mortgage officers following the underwriting process.
  • Administer post-contract variations, issuing documentation to customers and updating internal systems.

Requirements:

  • Excellent communication skills, both written and verbal.
  • Ability to build and maintain relationships with internal and external parties.
  • Accurate and efficient administration skills.
  • Flexibility to adapt to changing tasks and systems.
  • Good teamworking abilities.
  • Initiative to work independently and manage workload.

Benefits:

  • Scaled pension scheme - up to 16%.
  • 23 days holiday allowance (plus bank holidays), rising to 27 with service.
  • Parking permit for a local car park.
  • Discretionary bonus based on company and individual performance.
  • Society social events.
  • Staff monthly draw.
  • Perkbox.
  • Bupa Private Medical Insurance.
  • Bupa Cash plan.
  • Professional study financial support.
  • Volunteer day per year.
  • Life assurance - 4x salary.
  • Income protection.
  • Season ticket loan.
  • Hybrid working options.
  • Buy and sell holiday.

Tate is committed to promoting equal opportunities and ensuring a comfortable and accessible application and interview process for all candidates.

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