Completions Officernew

Job Description

• To actively manage a pipeline of cases in support of your dedicated Underwriter and team and provide overflow support to the Case Management Team as and when required by management.
• To provide accurate instructions to our panel solicitor firms, ensuring they are furnished with all information such as title insurance requirements, title plan needs, independent legal advice and any other specific instructions to enable cases to complete promptly.
• To be the main point of contact for brokers and solicitors during the legal process, building excellent relationships with these third parties. Regularly updating and chasing where required to ensure the end customer receives the best customer service and outcomes possible.
• To review legal correspondence received from our solicitors, providing responses where possible and referring to Underwriters for any credit decision.
• To liaise with surveyors to obtain any required information during the legal process.
• To meet defined service level agreements across all tasks and post received by the Bank.
• To verify that all KYC and AML requirements have been met, along with checking all other documentation received post sanction to ensure they meet the Bank’s lending requirements prior to completion.
• To ensure data held on the origination system is of the highest quality to enable future accurate management information and customer contact can be maintained.
• To manage the customer contact at the designated points in the process, ensuring all calls are handled professionally.
• To endeavor to meet customers’ expectations of completion, requesting funds through the required mechanism from finance and releasing funds promptly once all outstanding needs have been met.

Qualifications

EDUCATION/EXPERIENCE

Qualifications:

• GCSE (or equivalent) in Math’s and English

Experience:

• Experience of the mortgage sector, from within an administrative function
• An understanding of legal conveyancing is desirable but not essential 

Technical/Specialist Knowledge & Skills:

• Computer literate (good knowledge of MS Office suite – Excel, Word, PowerPoint)
• Knowledge of TCF
• Good knowledge of compliance procedures within the banking industry is desirable

Interpersonal

•  Adaptable & flexible
• Excellent verbal and written communication skills
• Ability to work on own and as part of a team.
• Excellent planning and organisational skills
• Enthusiastic “can do” attitude
• Able to work under pressure and to tight deadlines
•  Accuracy & attention to detail
• Professional, well presented
• Establishes effective working relationships at all levels
• Customer-focused approach
• Proactive & Self Driven

Additional Information

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace, a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done