Completions Manager

Hello,

 

We are Recognise Bank; a modern business bank built to support the UK’s SMEs with tailored lending and savings solutions. Founded in 2017 by experienced business owners, we set out to challenge traditional banking by offering more flexibility, understanding, and practical support to help businesses thrive. Since receiving our banking licence in 2021, we’ve built a loyal customer base and a strong, diverse team that puts people first.

 

Our vision is building stronger futures with bespoke financial solutions. We understand that no two financial needs are the same, which is why we work closely with UK SMEs and individuals to unlock potential others often overlook. Through smart, flexible lending and savings products, we’re here to build and grow stronger futures for lasting success.

 

Our values shape how we work and grow together:

💪 Can do, will do: We take ownership, solve problems, and adapt as our customers’ needs evolve.

✨ Be brilliant: We show up with curiosity and energy, always striving for better.

🤝 Do the right thing: We act with integrity, responsibility, and care in everything we do.

💡Make a difference: We focus on impact, helping our customers, colleagues, and communities succeed.

 

About the role

The Completions Manager is responsible for managing a pipeline of credit-approved deals, ensuring transactions progress efficiently and accurately through to drawdown. The role supports the delivery of a high-quality customer experience by progressing cases in line with agreed service levels and timescales. Working closely with internal teams and third-party suppliers, the Completions Manager coordinates activities, resolves issues, and maintains effective communication to ensure the timely and successful completion of transactions .

\nKey Responsibilities

• Manage the progression of credit-approved deals from approval through to drawdown, ensuring all required actions are completed accurately and within agreed timescales. 
• Monitor and manage a pipeline of transactions, proactively identifying and resolving queries, delays, and bottlenecks to support timely completions.
• Liaise with Lending Managers, Underwriters, Legal, Compliance, customers, introducers, solicitors, valuers, and other third-party suppliers to ensure the smooth progression of cases.
• Coordinate and oversee the completion of all pre-drawdown requirements, ensuring documents, conditions, and supporting information are obtained and reviewed in line with procedures.
• Complete Know Your Customer (KYC), Anti-Money Laundering (AML), and credit searches in accordance with regulatory requirements and internal policies.
• Ensure accurate and timely entry and maintenance of loan data and customer records across internal systems.
• Maintain regular communication with stakeholders, providing updates on case progress and managing expectations throughout the completion process.
• Ensure all activities are completed in accordance with internal policies, risk frameworks, regulatory requirements, and service level agreements (SLAs).
• Utilise internal systems effectively to record, track, and manage deal progression, ensuring data accuracy and completeness.
• Support the testing, implementation, and ongoing enhancement of operational systems and processes.
• Identify opportunities to improve workflows, increase efficiency, and enhance the customer experience through continuous process improvement initiatives.
• Contribute to operational reporting by maintaining accurate records and providing updates on pipeline activity when required. 

Required Skills & Experience

• GCSE (or equivalent) in English and Mathematics (Grade C/4 or above).
• Previous property lending experience within financial services, banking, specialist finance, or lending operations.
• Experience supporting the progression of lending transactions from approval through to completion and drawdown.
• Practical experience conducting KYC, AML, and customer due diligence checks.
• Experience liaising with internal stakeholders and third-party suppliers, including solicitors and valuers.
• Experience maintaining accurate records and updating loan management or workflow systems.
• Familiarity with loan onboarding, completions, and drawdown processes. 
• Strong understanding of property lending operations, completions, and drawdown processes.
• Good knowledge of KYC, AML, and regulatory requirements within a lending environment.
• Excellent organisational skills with the ability to manage multiple cases and priorities simultaneously.
• Strong attention to detail and a high level of accuracy when processing do Ability to identify and proactively resolve issues that may impact transaction completion.
• Strong communication skills, with the ability to build effective working relationships with customers, introducers, solicitors, valuers, and internal stakeholders.
• Proficient in using operational systems and technology to manage workflows and maintain data integrity.
• Ability to work effectively in a fast-paced environment while meeting deadlines and service level agreements.
• Customer-focused approach with a commitment to delivering a high standard of service.
• A proactive and adaptable mindset, with a willingness to support process improvement initiatives. 

• CeMAP or other relevant financial services qualification.
• Qualification in Banking, Finance, Business Administration, or a related discipline.
• AML, KYC, Financial Crime, or Compliance-related certification. 
• Experience in bridging finance is preferred; experience within other secured or unsecured lending products would be advantageous.
• Experience using lending, CRM, or workflow management systems; experience with nCino is advantageous. 

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Why join?

At Recognise Bank, we're building more than a bank — we’re creating a culture where people feel empowered to make a difference 💡, supported to be brilliant ✨ with a can do will do attitude, and trusted to do the right thing 🤝.

We believe that when our people thrive, so do our customers. That’s why we invest in an environment that reflects our values and supports your growth, flexibility, and wellbeing.

 

Here’s what you can look forward to:

🌴 Competitive Time Off – Generous annual leave plus bank holidays to rest, recharge, and enjoy life outside of work.

🌍 Work From Anywhere – Up to 6 weeks per year to work remotely from anywhere in the world.*

📚 Learning & Development – Tailored training and support to grow your skills and achieve your professional goals.

🏠 Hybrid Working – To support your work-life balance, we offer a hybrid working model with 3 days in the office and 2 days remote.**

🩺 Private Medical Care with Vitality – Comprehensive healthcare coverage to keep you healthy.

💼 Enhanced Pension Scheme – Helping you plan and save for a secure future.

👶 Maternity, Paternity & Adoption Pay – Supporting you and your family during important life moments.

🎉 Discretionary Company Bonus – Rewarding your contribution to our shared success.

 

If you're curious, driven, and ready to be part of something meaningful — where your ideas matter, your growth is supported, and your work makes a real impact — then we’d love to hear from you.