Underwriting Administrator
| Posting date: | 25 March 2026 |
|---|---|
| Hours: | Full time |
| Closing date: | 24 April 2026 |
| Location: | GU216DJ |
| Remote working: | On-site only |
| Company: | Step One Finance |
| Job type: | Permanent |
| Job reference: |
Summary
We are seeking a talented and motivated full-time Underwriting Administrator to join our Underwriting Department at an exciting time of business growth and transformation. This role is ideal for someone who is detail-oriented, organized, and thrives in a fast-paced environment.
Located just a two-minute walk away from the Woking town centre, Step One Finance provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative teamwork environment and exposure to a wide variety of work. Imagine and shape your future at Step One Finance Limited where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.
Step One Finance is proud to be an equal opportunity employer, and we take affirmative action to create a more inclusive and equitable world of work.
Key Responsibilities
To prepare files for review by the Underwriting Team within the agreed time frames.
To liaise with 3rd party business partners to ensure any missing documents from cases are provided in a timely manner.
To ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems.
To conduct calls with customers, employers and 3rd party business partners in a friendly and professional manner.
To ensure all offer documents are sent out to customers correctly via email, post & E-sign.
Maintaining effective maintenance, storage, filing and retrieval of financial records both electronic and paper, ensuring that information is kept securely and is accessible.
Liaising with both internal and external vendors via telephone, email and in person.
Supporting projects and providing ad hoc support to different business areas.
To ensure that all mandatory training is undertaken.
Full compliance with all company policies.
Any other tasks as required.
Role Requirements
Previous experience in an administrative, underwriting, or finance-related role is preferred
Strong attention to detail and accuracy in processing financial documents and data
Excellent organizational skills with the ability to manage multiple priorities and deadlines
Effective communication skills, both written and verbal, for interacting with customers, colleagues, and third-party partners
Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with internal loan or underwriting systems
Ability to work both independently and collaboratively within a team environment
Strong problem-solving skills and a solutions-focused mindset
Professional, courteous, and friendly demeanor when dealing with internal and external stakeholders
Commitment to compliance, confidentiality, and adhering to company policies and procedures
Willingness to learn, adapt, and undertake mandatory training as required
Flexibility to support ad hoc projects and additional tasks as needed
Personal Attributes
A strong team player with a friendly, professional approach
Proactive and self-motivated with a “can-do” attitude
Pragmatic, flexible, and solutions-focused
Committed and conscientious, with a drive to deliver results
Honest, reliable, and operates with integrity
Why Join Us?
Competitive salary
The chance to be a key part of a growing company
A dynamic and supportive team culture where your contributions are truly valued
Comprehensive range of the employee benefits- subject to scheme rules
Located just a two-minute walk away from the Woking town centre, Step One Finance provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative teamwork environment and exposure to a wide variety of work. Imagine and shape your future at Step One Finance Limited where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.
Step One Finance is proud to be an equal opportunity employer, and we take affirmative action to create a more inclusive and equitable world of work.
Key Responsibilities
To prepare files for review by the Underwriting Team within the agreed time frames.
To liaise with 3rd party business partners to ensure any missing documents from cases are provided in a timely manner.
To ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems.
To conduct calls with customers, employers and 3rd party business partners in a friendly and professional manner.
To ensure all offer documents are sent out to customers correctly via email, post & E-sign.
Maintaining effective maintenance, storage, filing and retrieval of financial records both electronic and paper, ensuring that information is kept securely and is accessible.
Liaising with both internal and external vendors via telephone, email and in person.
Supporting projects and providing ad hoc support to different business areas.
To ensure that all mandatory training is undertaken.
Full compliance with all company policies.
Any other tasks as required.
Role Requirements
Previous experience in an administrative, underwriting, or finance-related role is preferred
Strong attention to detail and accuracy in processing financial documents and data
Excellent organizational skills with the ability to manage multiple priorities and deadlines
Effective communication skills, both written and verbal, for interacting with customers, colleagues, and third-party partners
Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with internal loan or underwriting systems
Ability to work both independently and collaboratively within a team environment
Strong problem-solving skills and a solutions-focused mindset
Professional, courteous, and friendly demeanor when dealing with internal and external stakeholders
Commitment to compliance, confidentiality, and adhering to company policies and procedures
Willingness to learn, adapt, and undertake mandatory training as required
Flexibility to support ad hoc projects and additional tasks as needed
Personal Attributes
A strong team player with a friendly, professional approach
Proactive and self-motivated with a “can-do” attitude
Pragmatic, flexible, and solutions-focused
Committed and conscientious, with a drive to deliver results
Honest, reliable, and operates with integrity
Why Join Us?
Competitive salary
The chance to be a key part of a growing company
A dynamic and supportive team culture where your contributions are truly valued
Comprehensive range of the employee benefits- subject to scheme rules