Underwriting Administrator

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

Step One Finance does not offer visa sponsorship; therefore, all candidates must have a valid right to work in the UK.