Finance Systems Manager

OSB Group; Fareham; Hybrid; GBP 25,000 - 26,000; Full time

Job summary

A leading financial services organization in the United Kingdom is seeking a dedicated professional to manage mortgage applications and ensure compliance with standards. The ideal candidate has customer service experience in a regulated environment, excellent communication skills, and knowledge of mortgages. This role offers a competitive salary of £25,000 – £26,000, enhanced family-focused benefits, and hybrid working arrangements following probation.

Benefits

Base salary £25,000 – £26,000

Enhanced family-focused benefits

Hybrid working

Annual bonus opportunity

Qualifications

• Previous customer service experience within a regulated environment.
• Confident speaking to customers about mortgage applications.
• Strong knowledge in stakeholder management and hitting KPIs.

Responsibilities

• Assess mortgage applications and process Certificate of Titles.
• Manage escalation calls from mortgage intermediaries and solicitors.
• Liaise with underwriters on complex policy decisions.
• Provide recommendations to underwriters for offer approvals.
• Identify and escalate potential fraudulent activity.

Skills

Customer service experience in regulated environment

Confidence in phone communication

Stakeholder management

Knowledge of mortgages

Job description

Job Overview

Full application to completion pipeline chasing, ensuring all enquiries and complex queries relating to underwriting and completions are dealt with promptly, efficiently and in accordance with the Bank's service standards, policies and procedures and the UK Finance Mortgage Lenders Handbook for Conveyancers.

Responsibilities

• Assess mortgage application and post‑offer documents and process Certificate of Titles in line with the Bank's policy and standards.
• Manage escalation calls from mortgage intermediaries and solicitors.
• Liaise with underwriters and legal where necessary on complex policy decisions.
• Provide referral/recommendations to underwriters for offer approvals with rationale support.
• Identify any potentially fraudulent activity and escalated concerns to management in line with procedure.

Benefits

• Base salary £25,000 – £26,000, dependent on experience.
• Enhanced family‑focused benefits.
• Hybrid working: three days in office and two days at home following probation.
• Annual bonus opportunity.

Qualifications

• Previous customer service experience within a regulated environment (financial services, banking or utilities).
• Confident speaking to customers on the phone in relation to mortgage application processing.
• Strong knowledge in stakeholder management, hitting KPIs and knowledge of mortgages is desirable.

Diversity & Inclusion

We believe in a personalised and inclusive approach, ensuring the process is relevant and conversational. If you need any adjustments or support, we’re here to make sure you can show your best self. We do not require you to meet 100% of the criteria before applying – diversity enriches our teams and we actively promote inclusion at all levels. We are proud signatories of the Women in Finance Charter and are committed to treating all employees and applicants equitably and with fairness and respect.