Job Title: Completions Officer / Case Manager
Contract Type: Temporary
Contract Length: 12 weeks
Daily Rate: From £400 to £475
Location: Remote Working Available
About the Role:
Our client is seeking an experienced Operations professional to join their team as a Completions Officer / Case Manager for a twelve-week fixed-term contract. This hands-on role is pivotal in maintaining operational continuity during a period of change across New Business and Portfolio Operations. You will be the central coordination point for deal completions and ongoing loan servicing.
Key Responsibilities:
New Business & Completions:
Manage and progress credit-approved deals from approval to drawdown, ensuring timely and accurate completion.
Provide day-to-day oversight across the completions pipeline, proactively identifying and resolving delays or bottlenecks.
Liaise with Lending Managers, Underwriters, Legal, Compliance, solicitors, and valuers to ensure a seamless end-to-end process.
Conduct KYC and AML checks, ensuring compliance with all regulatory and internal requirements prior to drawdown.
Oversee credit searches and loan data entry, maintaining high standards of accuracy and data integrity.
Portfolio Operations & Servicing:
Support the ongoing servicing and performance management of the loan portfolio.
Monitor compliance with borrower obligations and internal policies through effective covenant reporting.
Manage loan lifecycle events such as extensions, redemptions, restructures, and variations, ensuring alignment with risk appetite.
Assist with arrears management, collections, and early-stage enforcement activity, collaborating with internal teams and external partners for timely resolution.
Operational Delivery & Change Support:
Act as a central coordination point during transitions, ensuring clarity of ownership and smooth handovers between teams.
utilise internal systems (including nCino) to track workflows, maintain records, and support MI and reporting.
Help deliver against SLAs and KPIs while maintaining a strong execution-focused approach during change.
Contribute to system testing, enhancements, and short-term process improvements or automation initiatives.
Provide operational support for project, transformation, or remediation activities as needed.
Ensure compliance with regulatory requirements and internal policies throughout all activities.
Required Skills & Experience:
8+ years of experience in financial services with a strong focus on lending operations and loan servicing.
Essential experience in bridging lending; exposure to other lending products is a plus.
Practical understanding of completions/drawdown and post-completion portfolio servicing.
Solid knowledge of KYC and AML requirements within lending operations.
Experience in covenant monitoring, extensions, redemptions, arrears, or collections activity.
Proven ability to serve as a coordination or "bridge" role during periods of change or increased workload.
Experience managing relationships with third-party suppliers such as solicitors and valuers.
Proficient in loan origination and servicing systems with a strong focus on data quality.
Highly organised, execution-focused, and comfortable in a fast-paced environment.
Strong communication and stakeholder management skills.
Familiarity with nCino or similar workflow/loan management platforms is beneficial.
Why Join Us?
This is an excellent opportunity to contribute to a dynamic team while enjoying the flexibility of remote working. Our client offers competitive daily rates and a chance to make a significant impact in a short period. If you are ready to take on this challenge and support operational excellence, we want to hear from you!
Apply Now!
Please submit your CV and a brief cover letter outlining your relevant experience and interest in the role