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Finance Operations Coordinator

4 weeks ago

Epsom, Surrey, United Kingdom Tate Full time
Job Summary

We are seeking a highly organized and detail-oriented Finance Administrator to join our team at Tate. As a key member of our finance department, you will be responsible for providing administrative support to our finance team, ensuring the smooth operation of our financial processes.

Key Responsibilities:

  • Process loan applications, liaising with customers and brokers to obtain necessary documentation.
  • Coordinate property valuations, communicating with valuers to obtain additional information as required.
  • Ensure all documents are attached to relevant cases for underwriting.
  • Act on incoming post, acknowledging offers where necessary.
  • Conduct searches, such as land registry and credit checks, as required.
  • Dispatch mortgage offers and solicitor instructions following approval.
  • Respond to customer, intermediary, or solicitor inquiries via email or phone, in liaison with the New Business department as needed.
  • Support the Completions Officer with mortgage officer administration post-underwriting.
  • 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.
  • 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.