The Loan Completions Specialist plays a vital role in progressing mortgage applications from offer through to completion. You’ll be a key point of contact for conveyancers, brokers, and internal teams, helping manage post-offer queries, ensuring the required documentation is received, and supporting the timely release of funds. Your focus will be on delivering a smooth, accurate, and customer-focused completions journey, in line with internal procedures and regulatory expectations

Key Responsibilities:

Completions Process Management

• Manage and progress post-offer mortgage cases through to completion.
• Liaise with conveyancers to resolve outstanding requirements or legal queries.
• Respond to post-offer queries from brokers and customers, ensuring timely and accurate responses.
• Ensure all required documentation is in place before completion, including signed mortgage deeds and certificate of title.
• Coordinate with Treasury to facilitate the release of funds in line with drawdown schedules

Risk & Compliance Checks

• Conduct final stage checks to confirm all offer conditions have been satisfied before drawdown.
• Flag and escalate potential issues or concerns around documentation, funding, or conveyancer performance.
• Adhere to internal and regulatory controls, maintaining data accuracy and audit readiness

Collaboration & Performance

• Work towards agreed business and team KPIs, including turnaround times and service level targets from offer to completion.
• Participate in process reviews and flag areas for improvement or recurring issues where appropriate.
• Work effectively with colleagues across Operations, Risk, and Compliance to ensure smooth case progression

• Proven customer service skills
• Ability to maintain confidentiality and work independently
• Excellent communication and organizational skills
• Attention to detail and ability to meet deadlines
• Positive attitude, enthusiasm, and willingness to learn
• Previous mortgage industry experience a plus