Completions Officer
Core
Manage the pipeline of mortgage completion cases, acting as the main point of contact for brokers and solicitors to ensure legal processes and fund releases are completed promptly.
Role type
Mortgage completions officer (administrative)
Builds
Mortgage loan completions for SME, Real Estate, and Personal lending segments
Domain
Financial Services / Mortgage Lending
Deliverable
client delivery
Required skills
Legal conveyancing knowledge, KYC/AML compliance, MS Office (Excel, Word), customer service, data quality management, deadline management
Preferred skills
Understanding of title insurance, independent legal advice processes, banking compliance procedures
Responsibilities
Manage a pipeline of completion cases in support of underwriters; Provide instructions to panel solicitor firms; Act as main point of contact for brokers and solicitors; Review legal correspondence and refer credit decisions to underwriters; Liaise with surveyors; Verify KYC and AML requirements; Ensure data quality on origination systems; Manage customer contact for fund release.
