Case Manager - Bridging Finance.

KFS Recruitment; Borehamwood; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading recruitment agency is seeking a Case Manager for a fantastic opportunity within the Bridging Finance sector. This role involves managing client cases, ensuring compliance with loan terms, and enhancing relationships with key partners. Candidates should possess strong communication skills and a background in financial services to excel in this position.

Qualifications

• Experience in financial services and bridging finance required.
• Capacity to manage client relations effectively.
• Ability to communicate across levels and maintain compliance.

Responsibilities

• Manage post cases from funding to redemption.
• Monitor loan milestones and manage client interactions.
• Prepare redemption statements and address loan term breaches.

Skills

Communication

Client Management

Numeracy

Knowledge of Bridging Finance

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

Borehamwood

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

To manage post cases, from funding to redemption to ensure that they complete with the original terms by implementing any account management and redemptions strategies necessary.

• 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
• Knowledge of Bridging Finance along with first and second charge residential, development and commercial loans.
• 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
• 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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