Finance Administrator

2 months ago

Epsom, United Kingdom CV-Library Full time

FINANCE ADMINISTRATOR

Epsom, Surrey

Full-Time Permanent Contract

£25,000 per annum plus excellent benefits

Responsibilities:

* Input loan applications to the internal processing system liaising with customers and brokers to obtain any missing documentation.

* Organise the property valuation process including liaising with the valuers to provide any necessary additional information.

* Ensure that all documents received including reports are attached to the appropriate cases in preparation for the underwriting process.

* Action items of incoming post where appropriate, for example acknowledging offers.

* Carry out related searches eg land registry and credit checks as appropriate.

* Despatch mortgage offers and solicitors instructions, if applicable, following approval.

* Respond to customer, intermediary or solicitor enquiries by email or telephone, in liaison with the New Business department as appropriate.

* Support the Completions Officer with the administration of mortgage officers following the underwriting process.

* Conduct the administration for any post contract variations including issuing any documentation to customers and updating internal systems.

Key skills:

* Excellent communication skills both written and verbal

* An ability to build and maintain relationships both internally and with external parties.

* Accurate and efficient administration skills

* The flexibility to move between different tasks and systems quickly and effectively.

* Good teamworking abilities

* The initiative to work on your own and manage your own 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 both the company & your 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

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

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