Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Operations (UK)
  • Division:
    Business Enablement
  • Employment Type:
    Full time
  • Salary:

Private Client Lending Operations- Completions Specialist (4931)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!


Description of role and key responsibilities

As a Completions Specialist within Private Client Lending Operations, you will be responsible for completing all due diligence on mortgages and loans in order to prepare them for completion. You will manage all cases post offer; from answering queries, to reviewing legal documentation, to setting the loan up on the system ready for drawdown.
You will be expected to deliver a high quality of service to our clients, whilst building great relationships with our external solicitors and internal stakeholders.


Managing a pipeline of cases pro-actively and efficiently to ensure cases are moving from offer to completion in a timely manner

Liaising with internal teams (banking and credit) to resolve any issues that arise with security prior to drawdown

Answering queries from Solicitors by email or over the phone, making suitable resolve while ensuring any risk to Investec Bank is properly mitigated

Completing internal security reviews of existing charges for contract variations

Making sure all legal documents and conditions of the mortgage or loan are satisfied and correct prior to drawdown

Authorising loans to complete and arranging funds to be drawn down, including calculating and collection of all fees due under facilities

Responsibility for set up and maintenance of mortgage and HNW lending products – building loan structures into relevant source systems

Responsibility for capturing deal information required for regulatory reporting at point of drawdown

Core skills and Knowledge

• Do you have excellent knowledge of operational processes involved in mortgage and property lending? 
• Do you have sound knowledge of the conveyancing process and different security structures involved in retail lending? 
• Are you able to balance client experience against business and operational risk?
• Have you managed multiple deals and tasks in tandem? 
• CeMap qualification and knowledge of the FCA MCOB & CCA handbook would be advantageous

Personal Attributes
• Excellent communication skills with the ability to influence stakeholders and manage expectations
• Good organisation and strong attention to detail.
• Energetic and eager, a self-starter who is keen to work hard and help develop the business.
• Passionate about providing extraordinary service to our clients.
• searching mind set- ability to problem solve and take ownership of creating positive outcomes
• Loves working as part of a wider team and interacting with a variety of stakeholders at all levels.



Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Boipelo Tabane

Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job


Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance