Responsibilities
- Oversee the advancement of credit-approved transactions from approval to drawdown, ensuring all required steps are completed accurately and within set timelines.
- Track and manage a portfolio of deals, proactively addressing queries, delays, and obstacles to facilitate timely completions.
- Coordinate with Lending Managers, Underwriters, Legal, Compliance, customers, introducers, solicitors, valuers, and other external parties to ensure smooth case progression.
- Supervise and complete all pre-drawdown tasks, ensuring documents, conditions, and supporting information are obtained and reviewed according to procedures.
- Perform Know Your Customer (KYC), Anti-Money Laundering (AML), and credit checks in line with regulatory standards and internal policies.
- Ensure accurate and timely entry and upkeep of loan data and customer records in internal systems.
- Maintain regular communication with stakeholders, providing case progress updates and managing expectations throughout the completion process.
- Ensure all activities comply with internal policies, risk frameworks, regulatory requirements, and service level agreements (SLAs).
- Use internal systems effectively to record, track, and manage deal progression, ensuring data accuracy and completeness.
- Support the testing, implementation, and ongoing improvement of operational systems and processes.
- Identify opportunities to enhance workflows, increase efficiency, and improve customer experience through continuous process improvement.
- Contribute to operational reporting by maintaining accurate records and providing updates on pipeline activity as needed.
Benefits
- Competitive Time Off – Generous annual leave plus bank holidays for rest and recharge.
- Work From Anywhere – Up to 6 weeks per year to work remotely from any location worldwide.
- Learning & Development – Tailored training and support to grow skills and achieve professional goals.
- Hybrid Working – A hybrid model with 3 days in the office and 2 days remote to support work-life balance.
- Private Medical Care with Vitality – Comprehensive healthcare coverage for your well-being.
- Enhanced Pension Scheme – Assistance in planning and saving for a secure future.
- Maternity, Paternity & Adoption Pay – Support during important family moments.
- Discretionary Company Bonus – Rewarding contributions to shared success.
Compensation
Discretionary Company Bonus
Work Arrangement
Hybrid
