Completions Case Manager

Job Title: Completions Case Manager

Location: Central London, work from home 2 days each week

Salary: Up to £40,000

Hours: Monday - Friday 9am - 6pm or 8:30am - 5:30pm

Benefits:

• 25 Days Holiday
• Pension scheme
• Private healthcare
• Discretionary Bonus
• Other flexible benefits

About our Client:

Our client is an outstanding specialist lender with multiple prestigious awards within the mortgage and finance sector. They actively support their employees' training needs, aligning with professional qualifications essential for their specific roles. The office is a spacious and inviting social area with convenient facilities such as showers and changing areas.

Demonstrating a commitment to team bonding, our client organises engaging monthly company drinks, quarterly outings to exciting venues like Flight Club and Clays, as well as memorable events such as Summer and Christmas Parties, including festive meals.

Moreover, our client believes in recognising the accomplishments of their team. Annual awards and acknowledgment of individual achievements are woven into the company culture, creating an environment where each employee's dedication is valued and celebrated.

About the role:

The successful candidate will be responsible for ensuring mortgage offer conditions are satisfied and money laundering checks completed. Managing a pipeline of cases in a fast-paced, pressured environment. Accurately assessing the risk attributed to the application ensures that the loan is both suitable and fit for purpose.

Responsibilities:

• Reporting to the Completions & Conveyancing Manager, the role is responsible for processing applications from receipt of a mortgage offer, through the legal process to release of funds and completion
• Dealing with both BTL and Bridging loan transactions from loan offer through to completion and working alongside a legal panel of lawyers to sign off legal inquiries, ensuring accurate legal titles
• Work with the finance team in processing release of funds for pending completions
• Liaise with Underwriters and New Business Team on any completion queries (i.e. COT received, completion call transfers, updates to all parties)
• Communicate with intermediaries, valuers and solicitor enquiries by email or telephone, liaising with the underwriters as appropriate
• Reviewing legal correspondence from solicitors, providing responses, and referring queries to the underwriters and 3rd parties where appropriate
• Pursue outstanding documents ensuring offer conditions are satisfied before authorising release of funds.
• Initiate pipeline management - advising conveyancers/underwriters when an application nears the end of its offer eligibility or valuation period or when a valuation nears expiry
• Meeting service level agreements and maintaining excellent customer service
• Authenticate the Certificate of Title to ensure details provided from the panel of solicitors are accurate and adequate to proceed to completion
• Processing of Certificates of Titles (COTs) to ensure compliance with all loan offer conditions prior to sign off by a senior team member
• Manage a pipeline of business closely to assist Structured Finance with forecasting the likelihood of completions and timings for draw-down of funds for completion along with completing Sales notices to draw down funds on your pipeline
• Additional management of the loan funding and completion fees working closely with our Finance Team

Experience required:

• Completions experience in a similar role at a mortgage lender
• Solid knowledge of end-to-end mortgage process, particularly the legal process from offer to completion and release of funds
• Experience of credit reference agencies, Land Registry, and fraud avoidance tools
• Proficiency in dealing with solicitors and mortgage brokers
• Experience of performing AML, KYC, and associated ID checks
• Good communication, analytical and numeracy skills
• Ideally experience of processing both BTL and Bridging proposals
• Track record managing a caseload of proposals for a mortgage lender
• Experience handling transactions involving Ltd company, foreign nationals, and offshore companies would be desirable

Trusting Stellar Select:

At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.

Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.

Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes:

• Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success

• Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career

• 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role

• Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction

• Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations

For more information regarding the role of Completions Case Manager please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC