Underwriting Apprentice

To ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems To prepare files for review by the Underwriting Team within the agreed time frames To conduct calls with customers and 3rd party business partners in a friendly and professional manner Maintain effective maintenance, storage, filing and retrieval of financial records both electronic and paper, ensuring that information is kept securely and is accessible Undertaking administrative duties such as sending out Mortgage Offer documents, scanning, photocopying and printing documents Accurate data input and quality control of reporting provided by third parties Full compliance with all company policies Liaising with both internal and external vendors via telephone, email and in person Supporting projects and providing ad hoc support to different business areas



Training:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Professional Qualifications:

CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)

Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training Outcome:

The role will develop into a permanent post.

Employer Description:
Step One was established in 2010 and our mission is to operate an industry leading specialist consumer finance platform built on traditional lending values. Founded from a small office in London, we are now based in Woking, Surrey where our team of qualified professionals offer lending solutions with a personal touch.

Working Hours :
Monday to Friday 9am to 5.30pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Motivated,Honesty & Integrity