Accountancy Jobs from Career Advance
Home Accountancy Jobs Search Register Login Jobs By Email Recruiters Contact Us

Loan Underwriting Administrator

Loan Underwriting Administrator
Job Roles Actuarial, Analyst
SectorFinancial Services - Banking, Financial Advisors
Salary18,000 to 20,000 per annum - benefits
LocationsFarnham - Surrey
Job TypePermanent
Job Description

The Loan Underwriting Administrator will be responsible for approving all self-assessment advances and loans. The role involves ensuring all advances and loans have been correctly underwritten before being handed back to Sales for processing. The position involves communicating with individuals across a broad range of levels from HMRC to agencies and subcontractors.

  • Contacting HMRC to check the status of our clients' self-assessment accounts

  • Liaising with subcontractors and agencies to obtain statement of earnings for clients, requesting payslips and pay data

  • Verifying payslips and bank statements

  • Validating all sales calculations, ensuring all figures are entered accurately and amending figures if necessary

  • Ensuring all checklists have been meticulously completed from start to finish and updated in the client's record

  • Ensuring client records are kept up-to-date with the agreed loan amount

  • Making sure all calls with HMRC are logged and saved onto the system

  • All documents must be validated in a timely fashion and data analysis completed to a high standard

  • Attend meetings to discuss loans and other relevant matters


  • Prior experience within an administrative and customer service role

  • Must have a methodical and analytical approach to data analysis

  • Clear telephone manner and clear listening skills

  • Good IT skills - Microsoft Excel and an ability to use complex bespoke systems


  • Prior experience within the financial services industry highly preferable

  • Experience of working with HMRC

  • Knowledge of VAT and Personal Tax

  • Experience of dealing with loans

Hours: 8.30am - 5.30pm with 1 hour for lunch (Mon-Thurs) and 8.30am - 5.00pm with 30 minutes for lunch (Fri)

Benefits include 22 days holiday rising, pension, healthcare, childcare vouchers, cycle to work and car share schemes, perk box with discounts and incentives

When applying; please make sure you include a contact email and telephone number, as well as your required salary, notice period and whether or not you have transport. First 4 Personnel (& Temps) Ltd is an established Recruitment Consultancy, Surrey-based, providing a full recruitment solution of temporary and permanent staff within the Surrey and Hampshire area, over 4 divisions: Accountancy & Finance; Sales & Marketing; Commercial & Office; IT & Executive. For more permanent, contract or temporary job opportunities in the Guildford, Farnham, Farnborough, Camberley, Weybridge, Woking, Staines and West Byfleet areas please check our website. You must reside in UK and be able to produce evidence of eligibility to work in UK. First 4 Personnel (& Temps) Ltd does not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and complies with all relevant UK legislation. We are acting as a Recruitment Agency in relation to permanent roles.

Date Posted19/01/18 15:58
print quick apply add to basket

back to results

If you are interested in this vacancy, you can either apply using the link above or contact them directly using the following details:

Contact Details
First 4 Personnel
Agency First 4 Personnel
Tel 01483 688 130
Email Click Here to Email Agency Directly
Jobs View all jobs for this Agency

Email A Friend
If you know anyone who may be interested in this vacancy, please click here to email details to them.

User Login.

Email Address

Password case sensitive

Password Remind Login