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Mortgage documentation officer

London
Market Talent Ltd
Posted: 21 February
Offer description

Our client, a highly respected commercial banking institution with nearly 50 years of UK presence, is seeking an experienced Credit Administration / Mortgage Administration professional to join its London team. This is a well-established banking platform with strong lending exposure across Residential Mortgages, Buy-to-Let (BTL), and Commercial Real Estate Finance, alongside a smaller portfolio of SME working capital and trade finance facilities.

This role is particularly suited to an individual with strong technical understanding of legal documentation and property conveyancing processes. The Bank requires someone confident reviewing and managing complex security documentation, engaging directly with panel solicitors, and scrutinising Reports on Title with a risk-focused lens.

The Role – Core Focus on Legal & Conveyancing Expertise
The successful candidate will play a pivotal role in managing transactions from credit approval through to post-completion, ensuring all documentation, security, and conditions are completed in full compliance with policy and regulatory standards.
A strong working knowledge of UK property conveyancing, security documentation, and legal perfection processes is essential.

Pre-Disbursement Responsibilities
Prepare in-house term sheets, facility letters, addenda, borrower consents, lien documentation and related credit documentation following approval.
Instruct and liaise with panel solicitors and valuers.
Review valuation reports and escalate material risks.
Actively manage the legal conveyancing process, ensuring all documentation is executed in line with the Bank's requirements.
Ensure all Conditions Precedent are fully satisfied prior to release of funds.
Respond to and manage queries raised by solicitors and valuers, escalating appropriately.
Maintain regular communication with Business and Credit throughout transaction progression.

This stage requires strong familiarity with property conveyancing mechanics and the ability to assess legal documentation.

Disbursement Responsibilities
Critically review and assess Reports on Title, identifying key risks, security weaknesses, restrictive covenants, planning considerations, or structural concerns.
Recommend mitigants where appropriate in collaboration with Credit.
Oversee loan booking, collateral recording, and disbursement execution.
Coordinate with Operations, Treasury, Credit Approval, Monitoring and Remedial teams as required.
A clear understanding of security perfection, charge registration, and lender protections under UK property law is essential.

Post-Completion Responsibilities
Ensure receipt of executed and dated facility documentation.
Follow up with solicitors on perfection of security and charge registration.
Monitor and track any Conditions Subsequent.
Maintain accurate, audit-ready files and documentation records.

Ongoing & Governance Responsibilities
Maintain and update internal databases covering limits, collateral, valuation expiry, insurance, tenancy, review dates and legal documentation status.
Deliver against SLAs.
Instruct and review revaluations where required.
Contribute to credit administration process improvements and UAT initiatives.

Candidate Profile – Essential Experience
We are specifically seeking candidates with:
Proven experience within Credit Administration, Mortgage Administration or Real Estate Finance Operations in a UK-regulated banking environment.
Strong working knowledge of UK property conveyancing processes.
Experience reviewing Reports on Title and security documentation.
Familiarity with charge registration, lien documentation, collateral recording and security perfection requirements.
Confidence liaising directly with panel solicitors and valuers.
Strong documentation discipline and high attention to detail.
Ability to operate in a structured, policy-driven environment.

Location & Working Pattern
City of London, close to Moorgate
5 days onsite during probation, then hybrid offered. This team is more frequently in the office.

If you're exploring opportunities like this or scaling your own team, simply google "Market Talent" to see how we support high-growth organisations across the UK.

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