Case Manager - Bridging Finance.

JR United Kingdom; Leeds; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company in the Bridging Finance sector is seeking a Case Manager to join their team in Leeds. This role focuses on managing post-loan cases, ensuring compliance and maintaining strong relationships with clients and partners. Ideal candidates should possess a background in financial services and demonstrate excellent communication skills while handling complex loan management tasks.

Qualifications

• Experience in managing post-loan cases from funding to redemption.
• Ability to provide solutions to clients and brokers.
• Knowledge of conveyancing process.

Responsibilities

• Manage relationships with clients and brokers via phone and email.
• Monitor milestones during the loan term.
• Prepare redemption statements and handle compliance issues.

Skills

Excellent communication skills

Strong numeracy skills

Knowledge of Bridging Finance

Understanding of GDPR

Education

Background in financial services

Tools

Excel spreadsheets

Job description

Social network you want to login/join with:

Case Manager - Bridging Finance, Leeds, West Yorkshire

Client: KFS Recruitment

Location: Leeds, West Yorkshire, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

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.

The role involves managing post-loan cases from funding to redemption, ensuring completion according to original terms, and implementing necessary account management and redemption strategies.

• Monitor milestones, key events, and conditions during the loan term
• Manage relationships with clients and brokers via telephone and email to gather information, identify issues, and propose solutions
• Identify and appoint administrators or receivers when appropriate
• Maintain relationships with solicitors, asset managers, receivers, and administrators
• Handle breaches or non-compliance issues, chase clients for payments or compliance
• Prepare redemption statements
• Manage further advances or extensions
• 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 in a team and independently
• Excellent communication skills, both oral and written
• Knowledge of the conveyancing process
• Background in financial services
• Proficiency with Excel spreadsheets
• Strong numeracy skills
• Understanding of GDPR and legislative requirements