Completions Officer/Case Manager X2 - Fully Remote
Birmingham, West Midlands, B1, England, UK
Listed on 2026-02-16
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Finance & Banking
Risk Manager/Analyst, Banking Operations
Overview
Job Title:
Completions Officer / Case Manager
Contract Type:
Temporary
Contract Length: 12 weeks
Daily Rate:
From £400 to £475
Location:
Remote Working Available
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.
- 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.
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 NowPlease submit your CV and a brief cover letter outlining your relevant experience and interest in the role
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