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Operations manager mortgage services full or part time

Cheltenham
Anderson Recruitment
Operations manager
Posted: 23 March
Offer description

Due to continued growth, our award-winning Estate Agency client is seeking an Operations Manager to join their successful Mortgage Services team. You will be based within their main hub based in Quedgeley, Gloucester.


Have you got what it takes to succeed The following information should be read carefully by all candidates.

This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers!

They are seeking an experienced and detail-oriented individual to play a pivotal role in safeguarding regulatory standards, advice quality, and customer outcomes. This is a key leadership position responsible for overseeing sales quality monitoring, regulatory reporting, complaints handling, and compliance governance within a fast-paced, target-driven mortgage environment.

Responsibilities:

-Act as a designated Key Individual for regulatory control functions, ensuring the business meets FCA regulatory standards and network requirements

-Monitor and report on Advisor Incentives, ensuring structures align with regulatory expectations

-Conduct regular SQR assessments to monitor advice quality, documentation standards, and regulatory adherence

-Oversee the Sales Quality Monitoring framework

-Oversee the handling of customer complaints in line ensuring fair customer outcomes

-Conduct new advisor checks (Sales Quality) to ensure competency and compliance

-Perform pipeline & report checking

-Produce and analyse weekly and monthly compliance and sales MI, identifying trends, risks, and improvement opportunities

-Compile and maintain Performance & Engagement Data ensuring accurate collation and reporting

-Manage and monitor the Sweep Up process to ensure incomplete or outstanding compliance items are resolved

-Support onboarding of new advisors ensuring CRM processes and compliance checks are correctly implemented

Candidate xxuwjjq Attributes:

-Proven experience in a mortgage compliance or quality assurance role

-Experience operating within a mortgage network environment

-Understanding of CRM systems and compliance platforms

-Highly detail-oriented with strong analytical skills.

-Confident communicating with advisors, senior leadership, and external stakeholders

-Calm, measured, and solutions-focused under pressure

Hours: 20 38 hours per week between the hours of 9am 5:30pm, Monday Friday

Salary: Up to £30k (pro rata) + profit share bonus, car allowance, free parking and a generous holiday allowance

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