Case Manager

KFS Recruitment; London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

KFS Recruitment is seeking a Case Manager for a leading lender in the Bridging finance industry. This full-time role involves managing client relationships, ensuring compliance with loan terms, and preparing necessary documentation. Ideal candidates will have a background in financial services and experience in Bridging finance, along with strong communication and numeracy skills. The position offers a hybrid work environment in London with opportunities for professional growth.

Qualifications

• At least 2 years of Bridging experience required.
• Ability to challenge documentation and manage client relationships.
• Excellent oral and written communication skills essential.

Responsibilities

• Monitor milestones and manage client relationships.
• Prepare redemption statements and deal with loan compliance issues.
• Build relationships with key partners and investors.

Skills

Communication

Teamwork

Numeracy

Documentation Review

GDPR Awareness

Education

Background in Financial Services

Tools

Excel

Job description

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Director @ KFS Recruitment-Headhunter/ Recruiter/ Company Growth Specialist - Financial Services/ Lending/ Challenger Banks/ FinTech/ Brokers/…

Case Manager

Bridging Finance

London / Hybrid

We are pleased to be working with a fantastic lender, with a very exciting opportunity for an individual looking to progress within the Bridging industry.

Main duties & Responsibilities for the role:

• Monitor milestones, key events and conditions subsequent during the term of the loan
• Managing clients and brokers on a daily basis via telephone and email to gather information, identify issues and propose remediation plans.
• Identifying and appointing administrators or receivers where appropriate
• Managing relationships with solicitors, asset managers, receivers and administrators on a regular basis
• Dealing with any breaches or non compliance of the loan terms and chasing clients for payment or compliance
• Prepare redemption statements
• Deal with any further advances or extensions required
• Build relationships with Key Partners and Investors

Skills and experience:

• Ability to review and challenge documentation.
• Good team player and able to work on own initiative.
• Excellent oral and written communication
• Knowledge of the conveyancing process
• Background in Financial services, with at least 2 years of Bridging experience
• Use of excel spreadsheets
• Ability to communicate at all levels
• Have numeracy skills
• Understanding and awareness of GDPR and legislative requirements

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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