Case Manager - Bridging Finance.

JR United Kingdom; Colchester; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services provider is looking for a Case Manager to support clients within the Bridging Finance industry. This role involves managing loan cases from funding to redemption, building client relationships, and ensuring compliance with loan terms. An ideal candidate has a strong background in finance, excellent communication skills, and a proactive approach to problem-solving.

Qualifications

• Knowledge of Bridging Finance and loan processes.
• Ability to review and challenge documentation.
• Understanding of GDPR and legislative requirements.

Responsibilities

• Managing clients and brokers on a daily basis.
• Monitoring milestones during the loan term.
• Preparing redemption statements and managing compliance.

Skills

Communication

Relationship Management

Analytical Skills

Numeracy Skills

Education

Background in Financial Services

Tools

Excel Spreadsheets

Job description

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Client:

KFS Recruitment

Location:

colchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

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