Bridging and Development Case Manager

Swarm Recruitment; Livingston; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Bonus scheme

In-house CRM

CeMAP CPSP support

Company pension

Life insurance

On-site parking

Career progression

Training and development

Hybrid working

Job summary

Swarm Recruitment is seeking a Mortgage Case Manager for a leading homebuilding finance specialist in the UK. You will manage Bridging and Development finance applications from enquiry to loan completion, liaising with sales, clients, brokers, lenders and solicitors to ensure smooth progression.

The role offers probation-based office work, followed by hybrid arrangement up to two days home per week, a structured onboarding, CeMAP/CPSP training support, a bonus scheme and generous development

Qualifications

• Proven experience as a Mortgage Case Manager/ Mortgage Administrator within mortgage brokerage, lender or packaging environment.
• Case Management or Underwriting experience within specialist property finance, mortgages or secured lending.
• Strong understanding of lender requirements and loan documentation.
• Excellent attention to detail and accuracy.
• Ability to manage own workload, priorities and meet deadlines.
• Strong communication and relationship-building skills.
• Ability to work effectively as part of a team.

Responsibilities

• Manage Bridging and Development cases from application through to completion.
• Review lender underwriting queries and challenge unnecessary requirements where appropriate.
• Identify and escalation issues that may impact case progression.
• Review financial, application and project documentation, including planning and build cost schedules.
• Instruct valuations where required.
• Proactively chase outstanding information to keep applications progressing.
• Provide updates and forecasts on expected offers and completions.
• Ensure client arrangement fees are paid on time.

Skills

Mortgage Case Manager experience

Case management

Attention to detail

Time management

Communication

Education

CeMAP

CPSP

Tools

CRM

Job description

Working Pattern: Office-based during probation, then hybrid working with up to 2 days from home per week

About Our Client

Our client is one of the UK's leading specialists in homebuilding finance, with over 25 years of experience providing tailored funding solutions for a wide range of specialist property projects. Their expertise covers self-build, custom build, renovation, conversion, development finance and bridging loans.

Working with a wide range of specialist lenders, the business helps brokers and their clients source and secure the most appropriate funding solution for each individual project. Their reputation has been built on specialist knowledge, innovative finance solutions, strong lender relationships and exceptional service throughout the funding journey.

As part of an established and highly experienced business, you'll be joining a collaborative team that combines technical expertise with a customer-focused approach. The business is committed to providing expert guidance and robust case management, helping brokers and clients navigate often complex funding requirements with confidence.

If you're looking to join a respected specialist finance business with a strong reputation in the homebuilding sector, this is an excellent opportunity to develop your career within a knowledgeable, supportive and established team.

About the Role

Due to continued growth, our client is looking to recruit a Case Manager to join their specialist lending team. You will play a key role in managing bridging and development finance applications from enquiry through to completion of the loan. The role involves working closely with the Sales team, clients, brokers, lenders and solicitors to ensure applications progress smoothly and efficiently. You will act as a primary point of contact throughout the application journey, helping to resolve queries, obtain outstanding information and provide proactive updates to all parties involved. Joining a collaborative and supportive team, you'll help deliver an exceptional customer experience while contributing to the continued success and growth of the business.

• Bonus Scheme: Performance-related bonus available following successful completion of probation, with the potential to earn an additional £5,000 per annum
• Comprehensive Support: Access to in-house CRM
• Support available towards completion of CeMAP and CPSP
• Company pension scheme
• Life insurance
• On-site parking
• Long-term progression within an established and growing business
• Hybrid working arrangements: Office-based during probation, Hybrid up to 2 days home working per week thereafter
• Supportive and collaborative culture
• Training, Development & Career Progression: Structured onboarding and specialist lending training provided
• Support available towards completion of qualifications
• Clear opportunities for career progression for high-performing individuals

Working Week

Core working hours will be 37.5 hours per week, 8:30AM to 5:00PM, Monday to Friday.

• Proven experience as a Mortgage Case Manager/Mortgage Administrator within a mortgage brokerage, lender or packaging environment
• Case Management or Underwriting experience within specialist property finance,
• mortgages or secured lending
• Strong understanding of lender requirements and loan documentation
• Excellent attention to detail and accuracy
• Ability to manage own workload, priorities and meet deadlinesStrong communication and relationship-building skills
• Ability to work effectively as part of a team

Duties

• Manage Bridging and Development cases from application through to completion
• Review lender underwriting queries and challenge unnecessary requirements where appropriate
• Identify and escalation issues that may impact case progression
• Review financial, application and project documentation, including planning and build cost schedules
• Instruct valuations where required
• Proactively chase outstanding information to keep applications progressing
• Provide updates and forecasts on expected offers and completions
• Ensure client arrangement fees are paid on time

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.