Case Manager - Bridging Finance.

JR United Kingdom; Bournemouth; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in the Bridging Finance sector is looking for a Case Manager to handle post-completion cases. This role requires excellent communication skills and the ability to build relationships with clients and partners. Success in this position will involve managing compliance and addressing any issues that arise throughout the loan process.

Qualifications

• Experience in Bridging Finance preferred.
• Knowledge of the conveyancing process is essential.
• Familiarity with GDPR and legislative requirements.

Responsibilities

• Manage post-completion cases from funding to redemption.
• Monitor loan milestones and key events.
• Prepare redemption statements and manage compliance issues.

Skills

Communication skills

Independence

Relationship building

Analytical skills

Education

Background in financial services

Tools

Excel

Job description

Job Title: Case Manager - Bridging Finance

Location: Borehamwood

Company: KFS Recruitment

Job Category: Other

EU Work Permit Required: Yes

Job Details

We are working with a reputable lender offering an exciting opportunity for a professional looking to advance in the Bridging Finance industry. The role involves managing post-completion cases from funding to redemption, ensuring adherence to original terms, and implementing account management strategies.

• Monitor loan milestones, key events, and conditions
• Manage client and broker communications via phone and email to gather information, resolve issues, and propose solutions
• Appoint administrators or receivers when appropriate
• Maintain relationships with solicitors, asset managers, receivers, and administrators
• Handle breaches or non-compliance issues and follow up on payments or compliance
• Prepare redemption statements
• Manage additional advances or extensions
• Build relationships with key partners and investors
• Knowledge of Bridging Finance, including first and second charge residential, development, and commercial loans
• Review and challenge documentation effectively
• Work well independently and as part of a team
• Excellent oral and written communication skills
• Understanding of the conveyancing process
• Background in financial services
• Proficient in Excel and numeracy skills
• Awareness of GDPR and legislative requirements

Additional Information

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025