Case Manager

Northreach; Liverpool; On-site; GBP 30,000 - 40,000; Full time

Job summary

A recruitment agency is seeking a Case Manager in Liverpool to oversee the coordination of bridging finance applications. The role requires strong organizational skills and attention to detail, ensuring the efficient progression of cases from submission to completion. The successful candidate will communicate effectively with brokers and clients while managing multiple cases. This opportunity allows for professional development within a growing lender valued for operational quality and client experience.

Qualifications

• Experience in case management or operational roles in bridging finance preferred.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.

Responsibilities

• Coordinate the lifecycle of bridging finance applications.
• Act as point of contact for brokers and clients.
• Ensure all documentation is accurate and compliant.

Skills

Organisational skills

Time-management skills

Problem-solving mindset

Attention to detail

Clear communication skills

Job description

Overview

Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth.

The Opportunity

Northreach is working with a growing specialist lender to recruit a Case Manager to support the end-to-end delivery of bridging finance transactions. This role plays a critical part in ensuring applications move efficiently from submission through to completion, while maintaining a high standard of service for brokers and clients.

This position suits someone highly organised, detail-focused, and comfortable managing multiple cases at once in a fast-paced lending environment.

The role

As Case Manager, you will take responsibility for the day-to-day coordination of bridging finance cases. You will act as a key point of contact for brokers and clients, working closely with underwriters, legal advisors, and internal stakeholders to ensure all documentation, conditions, and requirements are met in a timely manner.

You will be expected to proactively manage case progression, identify potential delays, and resolve issues to keep transactions on track.

Key responsibilities

• Support the full lifecycle of bridging finance applications from submission to completion
• Act as a primary point of contact for brokers and clients, providing regular updates
• Liaise with underwriters, solicitors, valuers, and internal teams to gather information and progress cases
• Ensure all documentation is complete, accurate, and compliant with internal policy
• Maintain detailed and up-to-date case records and correspondence
• Identify issues or bottlenecks within cases and work to resolve them efficiently
• Provide updates and reporting on case status and pipeline progression

What we are looking for

• Previous experience in a case management, completions, or operational role within bridging finance or specialist lending is preferred
• Strong organisational and time-management skills
• Excellent attention to detail and accuracy
• Clear and confident communication skills, both written and verbal
• Proactive problem-solving mindset with the ability to manage competing priorities
• Comfortable working in an office-based, team-oriented environment

Why consider this role

This is an opportunity to join a growing lender at an exciting stage of development, where operational quality and client experience are highly valued. You will play a visible role in supporting deal delivery and will have scope to develop your skills within specialist property finance