Case Manager - Bridging Finance.

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

Job summary

Join a leading company in the Bridging Finance industry as a Case Manager. This role offers the opportunity to manage loan processes from funding to redemption, ensuring compliance and excellent customer relationships while working with various stakeholders. Ideal for individuals with a background in financial services and strong communication skills.

Qualifications

• Experience in Financial Services with a focus on Bridging Finance.
• Ability to critically review legal and financial documents.

Responsibilities

• Manage post-approval cases from funding to redemption ensuring compliance.
• Communicate regularly with clients, brokers, and other stakeholders.

Skills

Financial Services experience

Communication skills

Understanding of GDPR

Numeracy skills

Proficiency with 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 to offer an exciting opportunity for an individual interested in advancing within the Bridging Finance industry. The role involves managing post-approval cases from funding to redemption, ensuring compliance with original terms, and implementing account management and redemption strategies.

Responsibilities

• Monitor loan milestones, key events, and conditions during the loan term
• Manage relationships with clients, brokers, solicitors, asset managers, receivers, and administrators through regular communication
• Identify and appoint administrators or receivers when appropriate
• Address breaches or non-compliance of loan terms, and pursue payments or compliance
• Prepare redemption statements and handle requests for further advances or extensions
• Build and maintain relationships with key partners and investors
• Review and challenge documentation related to Bridging Finance, including residential, development, and commercial loans with first and second charges
• Possess knowledge of the conveyancing process and legislative requirements such as GDPR
• Utilize Excel spreadsheets effectively
• Work well independently and as part of a team, demonstrating excellent communication and numeracy skills

Qualifications and Skills

• Experience in Financial Services, especially in Bridging Finance
• Ability to review legal and financial documentation critically
• Strong communication skills at all levels
• Understanding of GDPR and legislative compliance
• Numeracy skills and proficiency with Excel

Application Details: The job was posted on 06.06.2025 and will expire on 21.07.2025. The position is still active.