Case Manager - Bridging Finance.

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

Job summary

A leading recruiter in the finance sector is looking for a Case Manager specializing in Bridging Finance. The successful candidate will manage loan cases, ensuring compliance and building relationships with clients and partners. This role requires excellent communication skills and an understanding of financial services. It presents a unique opportunity to develop within a reputable lender.

Qualifications

• Knowledge of conveyancing processes and financial services.
• Experience in client relationship management.
• Understanding of GDPR and legislative requirements.

Responsibilities

• Manage post-loan cases from funding to redemption.
• Ensure compliance with loan terms and manage relationships with stakeholders.
• Prepare redemption statements and handle breaches of compliance.

Skills

Communication

Numeracy

Compliance Management

Tools

Excel

Job description

Job Title: Case Manager - Bridging Finance

Location: Borehamwood

Company: KFS Recruitment

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

We are working with a reputable lender offering an exciting opportunity for a professional interested in progressing within the Bridging finance industry. The role involves managing post-loan cases from funding to redemption, ensuring compliance with original terms, and implementing account management and redemption strategies.

Key Responsibilities:

• Monitor milestones, key events, and conditions during the loan term.
• Manage relationships with clients, brokers, solicitors, asset managers, receivers, and administrators via telephone and email.
• Identify and appoint administrators or receivers when appropriate.
• Handle breaches or non-compliance issues, chase clients for payments or compliance.
• Prepare redemption statements and manage 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.
• Work independently and as part of a team, demonstrating excellent communication skills.
• Maintain knowledge of conveyancing processes, GDPR, legislative requirements, and financial services.
• Utilize Excel spreadsheets effectively and demonstrate numeracy skills.

Requirements: EU work permit required.