Underwriting Support

Salary: DOE
Location: Wimborne, Dorset / Hybrid
Full Time - 35 hours per week (Monday - Friday, 9:00am-5:00pm)
12 month fixed term contract

About the role

At Teachers Building Society, we pride ourselves on helping customers achieve one of life’s biggest milestones, owning their home. The Society offers expert mortgage advice, and a comprehensive range of financial solutions designed to suit every stage of life.

We are looking for a highly organised and detail-oriented individual to join our dynamic Underwriting team in a fixed-term Underwriting Support role.

This is a predominantly administrative position, ideal for someone with experience in financial services who thrives in a fast-paced environment and takes pride in delivering accurate, high-quality work.

Responsibilities

  • Pre-Underwriting processing/checks carried out on all direct and intermediary mortgage applications
  • Loading cases onto fraud system (Systematic Integrity Risk Analysis)
  • Loading cases onto credit reference agency (Equifax)
  • Maintaining Broker portal (Sitefinity)
  • Process Due Diligence checks on Brokers where necessary
  • Carry out Solicitor and Licenced Conveyancer checks
  • Accurately check the Insolvency Register 
  • Updating and maintaining application tracking information on customer relationship management system
  • Loading mortgage applications onto central mortgage processing system (Activate)
  • Instructing Mortgage Valuations (Quest)
  • Packaging Mortgage Offers
  • Dealing with all general application queries from both customers and brokers
  • Taking and processing mortgage fee payments and refunds where required and approved (WorldPay)
  • Identify, Support and Assist vulnerable customers and understand their need for flexibility.  Use effective listening and questioning skills to enable potential issues to be detected and provide reassurance and support to our customer, whilst working within the requirements of our Vulnerable Customer Policy and FCA Guidance
  • You must act to deliver good outcomes for retail customers
  • The completion of wider team tasks where necessary to ensure operational efficiency/Service Level Agreements. 
  • Support delivery of the Society’s yearly commercial plan by assisting in the delivery of set annual mortgage completion targets
  • Demonstrate first line risk ownership by ensuring accuracy and confidentiality in handling customer data, complying with Lending Policy, Underwriting Guidance and Fraud Policies and procedures, and promptly escalating any identified risks or issues to the appropriate stakeholders

About you

  • Essential qualifications/experience:
  • Confident, professional and engaging telephone manner
  • Capability to work under own initiative as well as part of a team 
  • Excellent data entry skills with the ability to decipher information
  • High levels of accuracy and attention to detail
  • Willing to embrace change and to learn new skills
  • Enjoy working in a team environment to deliver the Society's mortgage business plan
  • Excellent customer service levels with a flexible and positive “can do” attitude 
  • Proficient in Microsoft Office applications (particularly Word, Excel)

Desirable

  • Financial services background
  • Understanding of the house buying process and key stages of a mortgage application

Details

Find out more information about the full role profile.

Apply now

To apply for this role please send your CV and a covering letter (a maximum of one page in length please) to jobs@teachersbs.co.uk. The covering letter should summarise the experience and skills you have which would be an asset to this role and why you believe you should be shortlisted for this position.