Case Manager - Bridging Finance.

JR United Kingdom; Cheltenham; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in the Bridging Finance sector is seeking a Case Manager to oversee post-case management from funding to redemption. The role involves maintaining client relationships, managing compliance, and requiring a solid understanding of Bridging Finance. The ideal candidate will possess strong communication skills and a financial services background, bringing expertise in managing cases effectively.

Qualifications

• Proficient in managing client relationships and documentation.
• Possess strong communication and numeracy skills.
• Background in financial services and knowledge of GDPR.

Responsibilities

• Manage post cases from funding to redemption ensuring compliance.
• Communicate effectively with clients and brokers to resolve issues.
• Maintain relationships with solicitors and asset managers.

Skills

Communication

Numeracy

Knowledge of Bridging Finance

Account Management

Client Relationship Management

GDPR Awareness

Education

Background in Financial Services

Tools

Excel

Job description

Job Title: Case Manager - Bridging Finance

Location: Borehamwood

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

Job Responsibilities:

1. Manage post cases, from funding to redemption, ensuring completion within the original terms by implementing necessary account management and redemption strategies.
2. Monitor milestones, key events, and conditions during the loan term.
3. Manage relationships with clients and brokers via telephone and email to gather information, identify issues, and propose remediation plans.
4. Identify and appoint administrators or receivers when appropriate.
5. Maintain relationships with solicitors, asset managers, receivers, and administrators.
6. Handle breaches or non-compliance of loan terms, chasing clients for payments or compliance.
7. Prepare redemption statements and manage further advances or extensions.
8. Build relationships with key partners and investors.
9. Possess knowledge of Bridging Finance, including first and second charge residential, development, and commercial loans.
10. Review and challenge documentation effectively.
11. Work well in a team and independently.
12. Communicate effectively both orally and in writing.
13. Understand the conveyancing process.
14. Have a background in financial services.
15. Utilize Excel spreadsheets proficiently.
16. Communicate at all levels and demonstrate numeracy skills.
17. Be aware of GDPR and legislative requirements.

Additional Details:

• EU work permit required: Yes
• Job Views: 2
• Posted: 06.06.2025
• Expiry Date: 21.07.2025