Case Manager - Bridging Finance.

JR United Kingdom; Southampton; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading finance company is seeking a Case Manager for their Bridging Finance division in Southampton. This position involves managing post-case processes and developing strong client relationships. The ideal candidate will have a background in financial services, excellent communication skills, and knowledge of bridging finance regulations.

Qualifications

• Proficiency in handling various financial transactions and documents.
• Experience in managing client relationships in the finance sector.
• Effective communication both orally and in writing.

Responsibilities

• Manage relationships with clients and brokers to resolve issues.
• Monitor loan term milestones and ensure compliance.
• Prepare redemption statements and handle payment pursuits.

Skills

Communication Skills

Numeracy Skills

Knowledge of Bridging Finance

Teamwork

Understanding of GDPR and Legislative Requirements

Education

Background in Financial Services

Tools

Excel

Job description

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Case Manager - Bridging Finance, Southampton

Client: KFS Recruitment

Location: Southampton, 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-case processes from funding to redemption, ensuring completion according to the 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 and pursue 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 oral and written communication skills
• Knowledge of the conveyancing process
• Background in financial services
• Proficiency in Excel spreadsheets
• Strong communication skills at all levels
• Numeracy skills
• Understanding of GDPR and legislative requirements