Case Manager - Bridging Finance.

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

Job summary

A leading finance company is seeking a Case Manager to oversee loan processes in the Bridging Finance sector. Ideal candidates will have a strong financial services background, excellent communication skills, and be able to manage client relationships effectively. This role offers the chance to grow within a dynamic industry while handling various financial instruments and maintaining compliance.

Qualifications

• Knowledge of Bridging Finance, including residential and commercial loans.
• Understand GDPR and legislative requirements.
• Ability to work in a team and independently.

Responsibilities

• Manage post cases, ensuring completion according to original terms.
• Monitor milestones and manage clients via calls and emails.
• Prepare redemption statements and manage further advances.

Skills

Excellent oral communication

Excellent written communication

Strong numeracy skills

Background in financial services

Proficient in Excel spreadsheets

Job description

Job Title: Case Manager

Industry: 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.

Job Responsibilities:

1. Manage post cases, from funding to redemption, ensuring completion according to the original terms by implementing account management and redemption strategies.
2. Monitor milestones, key events, and conditions during the loan term.
3. Manage clients and brokers daily via telephone and email to gather information, identify issues, and propose remediation plans.
4. Identify and appoint administrators or receivers when appropriate.
5. Maintain relationships with solicitors, asset managers, receivers, and administrators.
6. Handle breaches or non-compliance of loan terms and follow up on payments or compliance issues.
7. Prepare redemption statements.
8. Manage further advances or extensions as required.
9. Build relationships with key partners and investors.
10. Knowledge of Bridging Finance, including first and second charge residential, development, and commercial loans.
11. Review and challenge documentation effectively.
12. Work well in a team and independently.
13. Exhibit excellent oral and written communication skills.
14. Understand the conveyancing process.
15. Background in financial services.
16. Proficient in Excel spreadsheets.
17. Communicate effectively at all levels.
18. Possess strong numeracy skills.
19. Be aware of GDPR and legislative requirements.

Additional Information:

• EU work permit required: Yes
• Job Views: 2
• Posted: 06.06.2025
• Expiry Date: 21.07.2025