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Case Manager - Bridging Finance.

JR United Kingdom

Hounslow

On-site

GBP 35,000 - 50,000

Full time

8 days ago

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Job summary

A reputable lender seeks a Case Manager in Bridging Finance for an exciting opportunity. Responsibilities include managing post-completion cases, client engagement, and adherence to financial compliance. The role offers career advancement within the Bridging Finance industry, requiring a strong financial services background and communication skills.

Qualifications

  • Experience managing post-completion cases and client relations.
  • Proficiency in written and oral communication.
  • Familiarity with conveyancing processes and GDPR requirements.

Responsibilities

  • Manage post-completion cases from funding to redemption.
  • Engage with clients and brokers to gather information and resolve issues.
  • Prepare redemption statements and manage further advances.

Skills

Client Engagement
Communication
Numeracy Skills
Knowledge of Bridging Finance
Problem-Solving

Education

Financial Services Background

Tools

Excel

Job description

Case Manager - Bridging Finance, South West London

Client:

KFS Recruitment

Location:

South West London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Role: Case Manager - Bridging Finance

Location: Borehamwood

We are working with a reputable lender offering an exciting opportunity for a professional looking to advance in the Bridging Finance industry.

Responsibilities include:

  • Managing post-completion cases from funding to redemption, ensuring adherence to original terms and implementing account management strategies.
  • Monitoring milestones, key events, and conditions during the loan term.
  • Engaging with clients and brokers via telephone and email to gather information, resolve issues, and propose solutions.
  • Appointing administrators or receivers when appropriate.
  • Maintaining relationships with solicitors, asset managers, receivers, and administrators.
  • Handling breaches or non-compliance issues and pursuing payments or compliance.
  • Preparing redemption statements and managing further advances or extensions.
  • Building relationships with key partners and investors.
  • Knowledge of Bridging Finance, including first and second charge residential, development, and commercial loans.
  • Reviewing and challenging documentation.
  • Working independently and as part of a team.
  • Communicating effectively in writing and orally.
  • Understanding conveyancing processes.
  • Having a background in financial services and proficiency with Excel.
  • Demonstrating numeracy skills and awareness of GDPR and legislative requirements.
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