Trading Performance Manager

Location Leek
Discipline: Internal
Job type: Permanent
Contact email:
Job ref: 026422
Published: 11 days ago

Trading Performance Manager




The role:


As a Trading Performance Manager specialising in mortgages, your primary responsibility will be to drive income through optimizing operational efficiency, enhancing sales performance, and ensuring compliance with regulatory standards. Reporting directly to senior leaders, you will play a pivotal role in providing strategic insights, actionable recommendations, and detailed performance reports to guide decision-making processes. Your role will require a deep understanding of mortgage processes, market trends, and regulatory requirements to maximize profitability while maintaining risk management standards.


Key Accountabilities:



  • Conduct regular performance analysis of mortgage portfolios, including loan origination, servicing, and retention.
  • Develop and maintain robust reporting mechanisms to monitor key performance indicators (KPIs) such as loan volume, conversion rates, and profitability metrics.
  • Prepare comprehensive performance reports and presentations for senior leadership, highlighting trends, areas of improvement, and actionable insights.


  • Serve as the primary point of contact for senior leadership regarding mortgage performance metrics, initiatives, and recommendations.
  • Facilitate regular meetings and presentations to update stakeholders on performance trends, project statuses, and strategic initiatives.
  • Build strong relationships with internal stakeholders, external partners, and industry professionals to stay informed of market trends and best practices.



  • Conduct thorough analysis of trading performance metrics.
  • Identify trends, patterns, and outliers in trading data to inform decision-making processes.
  • Develop and maintain comprehensive performance reports and dashboards for management review


  • Develop contingency plans and stress testing scenarios to prepare for influx of applications and peaks in workload
  • Coordinate with other departments, such as risk, compliance, and technology, to align efficiency activities with broader goals



  • Identify inefficiencies in mortgage operations and implement process improvements to streamline workflows and reduce costs.
  • Collaborate with cross-functional teams to implement best practices, automation solutions, and technology enhancements to enhance operational efficiency.
  • Monitor and evaluate the effectiveness of implemented changes, adjusting strategies as necessary to optimize performance


Knowledge, Skills and Experience Required:


  • Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
  • Demonstrated leadership capabilities, with experience in managing teams and driving performance improvements.
  • Adaptable and proactive mindset, with the ability to thrive in a fast-paced and dynamic trading environment.
  • Knowledge of regulatory requirements and compliance standards relevant to trading operations.


What You Can Expect From Us

  • Flexible and home working options
  • 27 days holiday rising to 30 with service, plus opportunity to buy 5 extra days
  • Competitive pension with up to 10% employer contribution
  • Income protection / life assurance
  • Commitment from employers on continued learning & development
  • Wellbeing support ‘Help@Hand’ offers mental health support, physiotherapy, GP’s for both you and your family.
  • 2 paid days for volunteering per year
  • ‘MyReward’ corporate discount for over 800 retailers and Cycle to Work Scheme.
  • Family friendly policies and supportive working environment
  • Colleague network groups committed to inclusion and diversity within our Bank


Our Bank is committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential. We welcome applications from talented individuals from all backgrounds and lifestyles who can work with us in maintaining a culture of belonging, where people are valued and respected.


If your application is selected for recruitment, we will ask if you require any reasonable adjustments in order to proceed to an interview with us. If you require more information or this document in a different format, please contact


As a reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal (DBS) and financial checks.