£27,000 | Sevenoaks | Permanent
Posted 1 year ago


Up to £27,000 - Sevenoaks

InterQuest Recruitment are proud to be recruiting for one of our most valued clients who are a highly successful and award winning finance organisation.

Job purpose

This role is part of a growing team, currently 12, that ensure timely and accurate assessment of the company’s new business finance applications including ensuring accuracy at all times and that the company’s processes and procedures are followed. The key aspects of the underwriting role are to:


Underwrite referred deals to policy and mandate
Thoroughly investigate customers applications that have not auto approved by checking credit profiles, customers assets and liabilities etc. then making a decision as whether to proceed
Review of customers documents prior to payout to detect any undisclosed information or potential frauds
Manage more information queries
Investigate potential Frauds, PEP and Sanctions Matches
Monthly sample review of underwriting
Keep electronic and paper filing in order at all times
To keep up to date with the company’s products
To present the company in a professional and confidential manner at all times
To pay due care and attention to your own and other’s health and safety at all times.
Broking team only - liaise with client finance companies in order to attempt conversion of declined deals
Broking team only - liaise with introducers to compile required documentation
Knowledge, skills and experience required


Experience of working in a team in an office environment
Experience of liaising directly with customer on the telephone
Knowledge of treating customers fairly (TCF)
Awareness of current FCA regulations
Ability to understand and comply with documented processes, policies and procedures
Excellent verbal and written communication

Good educational background with proficiency demonstrable in maths and English
Computer Literate, including MS office products and Email

Adaptable and flexible
Excellent verbal and written communication skills
Ability to work as part of a team but also individually
Reliable member of the team
Excellent planning and organisational skills
Enthusiastic ‘can do’ attitude
Able to work under pressure and to tight deadlines
Accuracy and attention to detail
Professional and well-presented
Establishes effective working relationships
Customer focussed approach
Additional information

• Permanent / 37.5 hours a week
• Must be able to reliably commute to office
• Rota shift working based on 8-8 Weekdays and 9-5 Saturdays, Sundays & Bank

For more information about this role, please contact:

Michelle Johnson


See Michelle Johnson's jobs
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