Financial Administrator Assistant

2 weeks ago

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

Job Summary:

Tate is seeking a highly organized and detail-oriented Financial Administrator Apprentice to join our team. As a key member of our finance department, you will be responsible for providing administrative support to our financial operations, ensuring the smooth processing of loan applications, and maintaining accurate records.

Key Responsibilities:

  • Process loan applications, ensuring all necessary documentation is received and attached to the appropriate cases.
  • Liaise with customers, brokers, and valuers to obtain missing documentation and provide additional information as required.
  • Organize property valuations, including coordinating with valuers and attaching reports to cases.
  • Ensure all documents are accurately attached to cases, preparing them for the underwriting process.
  • Manage incoming post, acknowledging offers and taking action as necessary.
  • Conduct related searches, such as land registry and credit checks, as required.
  • Dispatch mortgage offers and solicitors' instructions following approval.
  • Respond to customer, intermediary, or solicitor enquiries via email or telephone, in liaison with the New Business department as needed.
  • Support the Completions Officer with mortgage officer administration 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 different tasks and systems quickly.
  • Good teamworking abilities.
  • Initiative to work independently and manage workload effectively.

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. We value and respect individuality and invite applicants to share their preferred pronouns. Please note that this advert will remain open until the vacancy is filled, with interviews taking place throughout this period. We encourage early applications to avoid disappointment.

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