Case Manager - Bridging Finance.

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

Job summary

A leading lender in Bridging Finance is seeking a Case Manager in Coventry. This role offers the chance to manage post-case activities and ensure compliance, working independently and collaboratively in the sector. The ideal candidate will possess a strong financial services background, excellent communication skills, and proficiency in Excel.

Qualifications

• Experience in the Bridging Finance sector is essential.
• Strong oral and written communication skills are required.
• Proficiency in using Excel spreadsheets.

Responsibilities

• Manage post-case activities from funding to redemption.
• Monitor milestones and manage relationships with clients and brokers.
• Prepare redemption statements and handle compliance issues.

Skills

Communication

Numeracy

Knowledge of Bridging Finance

Problem Solving

Account Management

Education

Background in Financial Services

Tools

Excel

Job description

Client: KFS Recruitment

Location: Coventry, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

Position: Case Manager

Sector: Bridging Finance

Location: Borehamwood

We are pleased to be working with a reputable lender, offering an exciting opportunity for an individual seeking to develop their career in the Bridging finance industry.

The role involves managing post-case activities, from funding to redemption, ensuring completion according to the original terms by implementing effective account management and redemption strategies.

• Monitor milestones, key events, and conditions during the loan term
• Manage relationships with clients and brokers via phone and email, addressing issues and proposing solutions
• Identify and appoint administrators or receivers when appropriate
• Maintain regular contact with solicitors, asset managers, receivers, and administrators
• Handle breaches or non-compliance issues, pursue payments or compliance
• Prepare redemption statements
• Manage additional advances or extensions as needed
• 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
• Proficiency with Excel spreadsheets
• Strong numeracy skills
• Awareness of GDPR and legislative requirements