Underwriting Apprentice

Summary

Reporting to the Head of Lending, to provide a first class underwriting service for intermediary introduced business within Step One. Packaged Applications and Decision in Principle enquiries are to be underwritten in accordance with lending policy and price plans, FCA responsible lending practices, TCF principles and appropriate service standards.

Annual wage

£17,888 a year

Minimum wage rates (opens in new tab)

Salary range is £8.60 - £11.44 per hour

Training course

Financial services administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.30pm.

40 hours a week

Possible start date

Monday 17 February

Duration

1 year

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

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

Where you’ll work

PREMIER HOUSE

15-19 CHURCH STREET WEST

WOKING

SURREY

GU21 6DJ

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SIMPLY ACADEMY LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Financial Services Administrator Level 3 Apprenticeship Standard:

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

Requirements

Essential qualifications

GCSE in:

English, Maths and 3 other subjects (grade 4/C or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

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

About this company

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.

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

The role will develop into a permanent post

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000293721.

Apply now

Closes in 20 days (Friday 31 January at 11:59pm)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

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