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For Companies At a Glance
- Tasks: Manage credit-approved deals and ensure smooth loan servicing.
- Company: Join a leading financial services firm with a focus on innovation.
- Benefits: Competitive daily rate, remote work options, and inclusive culture.
- Why this job: Be a key player in operational continuity during exciting changes.
- Qualifications: 8+ years in financial services with strong lending operations experience.
- Other info: Dynamic role with opportunities for professional growth and development.
Contract Length: 12 weeks
Daily Rate: From 400 to 475 (inside IR35 via umbrella)
Location: Remote Working Available (UK based)
Candidates must be immediately available to start
About the Role
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.
Required Skills & Experience
- 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.
Apply Now! Please submit your CV and a brief cover letter outlining your relevant experience and interest in the role.
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Completions Officer / Case Manager employer: Adecco
Contact Detail:
Adecco Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Completions Officer / Case Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Completions Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your KYC and AML knowledge. Since this role involves compliance checks, being able to discuss these topics confidently will show you're the right fit. Plus, practice answering questions about managing relationships with third-party suppliers!
✨Tip Number 3
Don’t forget to showcase your organisational skills! In your conversations, highlight how you've successfully managed multiple tasks in fast-paced environments. This will resonate well with the operational delivery focus of the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're proactive and keen on joining our team. So, what are you waiting for? Get that application in!
We think you need these skills to ace Completions Officer / Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Completions Officer / Case Manager role. Highlight your experience in lending operations and loan servicing, as well as any relevant skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your background makes you a great fit. Keep it concise but impactful – we love a good story that connects your experience to what we do.
Showcase Your Skills: Don’t forget to highlight your skills in KYC, AML, and managing relationships with third-party suppliers. These are key for the role, so make sure we can see them clearly in your application. We’re looking for someone who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Adecco
✨Know Your Stuff
Make sure you brush up on your knowledge of lending operations and loan servicing. Familiarise yourself with KYC and AML requirements, as well as the specifics of completions and drawdown processes. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Coordination Skills
Since this role involves acting as a central coordination point, be ready to discuss your experience in managing relationships with various stakeholders like solicitors and valuers. Prepare examples that highlight your ability to resolve bottlenecks and ensure smooth transitions during periods of change.
✨Be Data Savvy
Highlight your proficiency in loan origination and servicing systems, especially if you have experience with nCino or similar platforms. Be prepared to discuss how you maintain data integrity and accuracy, as this is crucial for the role.
✨Demonstrate Your Organisational Skills
This position requires a highly organised individual who can thrive in a fast-paced environment. Share specific examples of how you've managed multiple tasks or projects simultaneously, ensuring that you meet SLAs and KPIs while maintaining a strong execution-focused approach.
