Job Description
As a Completion Manager, you will be responsible for overseeing the end-to-end process of corporate loan transactions, ensuring all necessary documentation, compliance checks, and approvals are completed accurately and in a timely manner. This role involves coordinating with multiple stakeholders including Portfolio Managers, Underwriters, Legal and Financial Crime teams. Operating a key control to ensure the smooth closing and fulfilment of corporate lending deals.
As a Completion Manager, we are looking for someone to:
* Oversee the preparation, review, and completion of loan documentation, ensuring accuracy and compliance with internal policies and requirements
* Coordinate with Case Managers, Solicitors and Underwriters to ensure a seamless process from loan approval to completion agreeing key completion dates.
* Proactively manage a pipeline of cases within agreed Service Level Agreement's
* Ensure all loan transactions comply with Lending standards, regulatory requirements, and industry best practice.
* Conduct a thorough quality control review of each loan file to ensure accuracy and completeness before final submission for approval.
* Conduct final checks and ensure all pre-closing conditions are met before disbursement of funds
* Monitor the status of loan approvals and ensure timely completion of underwriting and credit review processes
* Work with operations and servicing teams to ensure loan disbursement and repayment schedules or any post-funding amendments are properly established in the system
* Maintain ongoing communication with relationship managers and clients to ensure post-completion compliance with loan terms, covenants, and conditions
* Identify areas for improvement in the completion process and implement best practice to enhance efficiency
* Develop and maintain a streamlined process for handling large or complex loan transactions
Qualifications
Essential
* Experience in corporate lending, loan operations, or a similar role in a financial business
* Strong understanding of corporate lending products, loan documentation, and regulatory requirements
* Experience managing large, complex loan transactions and working with multiple stakeholders
* Excellent organisational and workflow management skills
* Strong attention to detail and accuracy in managing loan documentation
* Proficiency with loan collateral, approval routes
* Proficient in both CRM and loan operating systems
* Problem-solving skills with a proactive approach to managing issues, delays and the ability to manage multiple priorities under pressure
Additional Information
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Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.
If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.
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Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.