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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Settlements Manager |
| Position Code: | 570 | | Career Level: | 4 |
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Responsible for
Leading the Settlements team, ensuring a high level of accuracy and customer service. |
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Reports To
Customer Service Manager, Chief Operating Officer. |
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Supervises
Settlement Officers. |
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Main Activities
Managing the Settlements team to ensure that internal and external service level agreements are maintained.
Ensuring high standards of accuracy on outgoing documentation to optimise the efficiency of the department.
Conducting quality assurance checks on Settlement Officers, ensuring productivity is in line with individual indicators and that work produced is accurate.
Reviewing the Mortgage Document and Loan Agreement to ensure any industry change is reflected.
Growing and maintaining effective working relationships with internal and external clients.
Preparing regular reports on funding activity for the Executive.
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Key Skills
Strong written and oral communication skills.
Strong negotiation skills.
Sound interpersonal skills, including the ability to build relationships with a diverse range of people.
Planning and co-ordination skills.
Knowledge of legal requirements.
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Internal Contacts
Customer Service Manager, Collections Manager, Underwriting Manager, IT, HR, Finance, Sales & Marketing, Chief Operating Officer. |
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External Contacts
Mortgage Originators, Solicitors, Borrowers. |
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Typical Experience
At least 5 years experience in a mortgage lending role, or a paralegal role with experience in documentation and settlement of loans. |
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