Job Description

Key Accountabilities

  • Engage with relevant stakeholders both internally and externally to obtain information to progress cases to completion.
  • Proactively managing the newly offered cases, setting up the Completions checklist.
  • Making Introduction calls to out Intermediaries establishing completion deadlines, building relationships, and providing excellent customer service.
  • Monitor and manage upcoming expiration of documents and offers.
  • Update all relevant systems to maintain management information.
  • Ensure that all mortgage conditions are satisfied prior to cases completing.
  • Work closely with the Completions team to effectively manage the post offer caseload.
  • Process incoming completion documentation either via post, email etc.
  • Create a digital application file and ensure all necessary documentation are collected, scanned, and stored correctly.
  • Instructing Solicitors to act on behalf of West One in the transaction.
  • Conducting and supporting Admin duties as required.
  • As experience increases, the trainee completion’s cases will need to be QA checked by another member of the team.
  • Managing the BTL calls for Underwriting and Completions.
  • Return any original documents to the client.

This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the department.

      Skills & Competencies

      • Strong organisational skills.
      • Good verbal & written communication skills.
      • Excellent attention to detail.
      • Time management.
      • Competent user of Microsoft office software.
      • Positive attitude to develop and expand knowledge.
      • Ability to perform under pressure and meet deadlines.
      • Going above and beyond to provide excellent customer service.

          Knowledge & Qualifications

          • Experience within the secured lending sector (Preferable).
          • A good understanding of the Mortgage process.
          • Previous experience of managing a caseload in a fast-paced environment.
          • Industry relevant qualifications are beneficial but not a requirement.
          • Experience within an administrative role.
          • GCSE English & Maths.

            Personal Attributes

            • Excellent communication skills.
            • Resilient and flexible.
            • Team Player.
            • Approachable and self- motivated.

              Company Values - CREDIT


              Customer - Customers are our primary focus


              Results - Results matter, create value every day


              Energy is contagious, Share it!


              Developing our people makes us different


              Invent the solution - be proactive


              Teamwork - Together we can build the business

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