The Underwriting Assistant will be responsible for approving all self-assessment advances and loans within the business. This role involves ensuring all advances and loans have been accurately underwritten before being handed back to Sales for completion. This position involves communicating with individuals across a broad range of levels both internal and external to the business, including HMRC, agencies, contractors and our clients.

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Job title
Underwriting Assistant
IN-SYNC Credit Services

Principal Responsibilities:


  • Contacting HMRC to check the status of our clients’ self-assessment accounts
  • Analysing credit reports & assessing clients income and expenditure
  • Liaising with subcontractors to obtain statement of earnings for our clients
  • Verifying pay data 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 advances, loan applications and other relevant matters
  • Suggest feedback and implement improvements to the loan and advance process
  • Assist with other matters where necessary and provide cover for staff absence within the department

Customer Service

  • Communicating with clients to complete conference calls with HMRC
  • Requesting Payslips and other pay data from clients directly
  • Updating clients as to the status of their application
  • Interact courteously and professionally with all clients by telephone and email, progressing any issues and queries to a successful conclusion at the earliest time possible
  • Speak positively and enthusiastically about our clients, their products and services to ensure that a professional company and brand image is provided at all times to customers and colleagues


  • Provide feedback to management of potential improvements to existing procedures and scripting
  • Work as part of a team to achieve the departmental standards and objectives
  • Work effectively with other departments within the Group to maintain excellent standards of service


  • Maintain an excellent level of understanding and knowledge of IN-SYNC Groups’ products and services
  • Take responsibility for own personal development in line with agreed performance objectives
  • Support colleagues and team members with professional problems, working to help them to resolve any issues


Skills, Knowledge & Experience


  • Prior experience within an administrative or customer service role
  • Must have a methodical and analytical approach to data analysis
  • Demonstrate drive and a positive attitude to work
  • Ability to work to tight deadlines & be capable of working well under pressure
  • Well-developed communication skills, both written and verbal
  • Clear, polite telephone manner and clear listening skills
  • Excellent customer focus
  • Good IT skills – Microsoft Excel and an ability to use complex bespoke systems
  • Good time management
  • Team player
  • Flexible approach


  • Prior experience within the financial services industry highly preferable
  • Experience of working with HMRC
  • Experience of Personal Tax
  • Experience of loan applications


Up to 25 days holiday

Pension Scheme

Professional study support

Car Sharing Incentive Scheme

Cycle to Work Scheme

Healthcare Cash Plan or Perkbox Membership

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