Financial Services Administrator: Bridging & Commercial

Work Wales; Swansea; On-site; GBP 25,000 - 27,000; Full time

Benefits offered by this job

25 days leave + public holidays

Pirkx Subscription for Discounts and/C

Company Events

Company Pension

Subsidised Private Medical Insurance

Financial Planning Services

Job summary

Work Wales in Swansea is seeking an Administrator for a Financial Services role. The position is permanent and based in the company offices in Swansea SA1, working from 09:00 to 17:30, Monday to Friday, 37.5 hours per week.

The successful candidate will have prior administrative experience; experience in financial services is advantageous but not essential. The role involves handling lending applications, client packs, and liaising with lenders to progress cases, with duties spanning compliance

Qualifications

• Previous experience in a busy administrative position.
• Solid computer skills.
• Excellent communication skills both verbal and written.

Responsibilities

• Forwarding Applications to lenders.
• Sending out application packs to clients.
• Ensuring return of applications.
• Reviewing of documentation received.
• Liaising with lenders regarding application progress and outcome.
• Instructing property valuations and chasing for results.
• Reviewing valuation reports.
• Ensuring all required legal documentation is requested, completed and returned.
• Extensive liaison with customers, lenders and internal colleagues.
• Making detailed notes on all case files.
• Managing required tasks on a daily basis.
• Ensuring computer system is up to date with latest information on all cases.

Skills

Administrative experience

MS Office / Computer skills

Communication skills

Quick learner

Multitasking

Job description

Work Wales in Swansea is seeking an Administrator for a Financial Services role. The position is permanent and based in the company offices in Swansea SA1, working from 09:00 to 17:30, Monday to Friday, 37.5 hours per week.

The successful candidate will have prior administrative experience; experience in financial services is advantageous but not essential. The role involves handling lending applications, client packs, and liaising with lenders to progress cases, with duties spanning compliance