Case Manager - Bridging Finance.

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

Job summary

A leading company in the Bridging finance sector is seeking a Case Manager to manage post-settlement cases from funding to redemption. The role requires excellent communication skills, knowledge of the Bridging Finance field, and the ability to handle various stakeholders effectively. Suitable candidates should have a financial services background and strong numeracy skills.

Qualifications

• Knowledge of the conveyancing process.
• Financial services background is preferable.
• Ability to communicate at all levels.

Responsibilities

• Manage post-settlement cases ensuring compliance and strategy implementation.
• Prepare redemption statements and related documentation.
• Build and maintain relationships with clients, brokers, and partners.

Skills

Excellent communication skills

Knowledge of Bridging Finance

Relationship management

Strong numeracy skills

Understanding of GDPR

Tools

Excel

Job description

Case Manager - Bridging Finance

Location: Preston, Lancashire, United Kingdom

Client: KFS Recruitment

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

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

• Monitor loan milestones, key events, and conditions
• Manage relationships with clients, brokers, solicitors, asset managers, receivers, and administrators
• Address breaches or non-compliance issues, chase payments, and manage extensions or further advances
• Prepare redemption statements and handle related documentation
• Build and maintain 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 independently and as part of a team
• Excellent communication skills, both oral and written
• Understanding of the conveyancing process and GDPR legislation
• Financial services background and proficiency with Excel spreadsheets
• Strong numeracy skills and ability to communicate at all levels