Onboarding Specialist

4 weeks ago


Bournemouth, Bournemouth, United Kingdom Countrywide Mortgage Services Full time

Onboarding Administrator

Authorising and Onboarding Specialist

We are seeking a detail-oriented and customer-focused Authorising and Onboarding Specialist to join our team. This role combines precision, customer service, and regulatory compliance.

Key Responsibilities:

  • Data Precision - Accurately input and process applications within set standards and timescales.
  • Customer Engagement - Address adviser queries via email and telephone to foster a positive customer culture.
  • Underwriting Expertise - Underwrite and reference applications efficiently.
  • Pipeline Oversight - Maintain and update the onboarding pipeline.
  • Liaison & Support - Regularly communicate with advisers, lenders, and providers to ensure smooth operations.
  • Adherence to Standards - Follow full referencing procedures and team protocols, ensuring fair treatment of all customers.
  • Database Management - Upload all authorisation firm and adviser files to the GAS database.
  • CPD Compliance - Maintain accurate CPD records and complete required annual assessments.
  • GDPR Adherence - Ensure compliance with GDPR guidelines, both remotely and in the Head Office.
  • Objectives & Reviews - Achieve key objectives set during annual appraisals and one-to-ones.
  • Consumer Duty - Contribute to the network's Consumer Duty obligations in all actions and decisions.

What We Offer:

  • OTE £23k
  • A collaborative and supportive team environment.
  • Opportunities for professional growth and development.
  • A role that is vital to ensuring a positive customer experience and regulatory compliance.
  • A dynamic work environment where no two days are the same.

If you are passionate about precision, compliance, and excellent customer service, we would love to hear from you.


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