Finance Administrator

Finance Administrator - £25,000 + Excellent benefits - Epsom

We are searching for someone that is looking to join a successful company based in Epsom within their Loans/Mortgage department and be responsible for providing the first point of contact for customers making enquiries about the products and services offered by the company.

I have worked with this client closely for the last few years and the environment has gone from strength to strength. They are expanding, and therefore the customer service team needs your help!

The Benefits

• Scaled pension scheme - up to 16%
• 23 days holiday allowance rising to 27 with service
• Parking permit for a local car park
• Discretionary bonus based on both the company & your performance
• Company social events
• EV Car scheme
• 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

The Role:

• 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.
• Carry out initial searches and send out initial letters requesting information required on Post Contract Variation e.g. conduct of account, hold codes/notes on account.
• 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.

Please apply today to be considered for this position.

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.