Case Manager - Bridging Finance.

JR United Kingdom; Northampton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in Bridging Finance is seeking a Case Manager to oversee post-funding cases and maintain client relations. The role requires strong financial acumen, excellent communication skills, and the ability to work independently and within a team. Candidates will manage critical documentation and relationships, ensuring compliance throughout the loan term.

Qualifications

• Experience in managing post-funding cases and client relationships is crucial.
• Understanding conveyancing processes and knowledge of financial documentation is required.
• GDPR awareness and adherence to legislative requirements are important.

Responsibilities

• Manage post-funding cases from inception to redemption.
• Maintain communication with clients, brokers, and solicitors.
• Monitor loan milestones and handle compliance issues.

Skills

Knowledge of Bridging Finance

Communication

Relationship Management

Excel Proficiency

Numeracy Skills

Education

Background in Financial Services

Job description

Case Manager - Bridging Finance, Northampton

Client:

KFS Recruitment

Location:

Northampton, 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

Sector: Bridging Finance

Location: Borehamwood

We are working with a reputable lender offering an exciting opportunity for individuals interested in progressing within the Bridging Finance industry.

The role involves managing post-funding cases from inception to redemption, ensuring adherence to original terms by implementing appropriate account management and redemption strategies.

• Monitor loan milestones, key events, and conditions during the loan term.
• Manage relationships with clients and brokers via telephone and email to gather information, address issues, and propose solutions.
• Identify and appoint administrators or receivers when necessary.
• Maintain regular contact with solicitors, asset managers, receivers, and administrators.
• Handle breaches or non-compliance issues and follow up for payments or compliance.
• Prepare redemption statements and manage requests for further advances or extensions.
• Build and maintain relationships with key partners and investors.
• Possess knowledge of Bridging Finance, including first and second charge residential, development, and commercial loans.
• Review and challenge documentation as needed.
• Work effectively both independently and as part of a team.
• Communicate clearly and professionally, both orally and in writing.
• Understand the conveyancing process and have a background in financial services.
• Proficient in Excel and numeracy skills.
• Awareness of GDPR and legislative requirements.