Case Manager - Bridging Finance.

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

Job summary

A leading financial services company is seeking a Case Manager for Bridging Finance, responsible for managing cases from funding to redemption. The role involves client relationship management, compliance monitoring, and requires strong communication skills and knowledge of the financial sector.

Qualifications

• Experience in managing client relationships and issues in financial services.
• Familiarity with the conveyancing process and bridging finance documentation.
• Strong communication and team collaboration skills.

Responsibilities

• Manage cases from funding to redemption, ensuring compliance with terms.
• Communicate with clients and brokers to resolve issues effectively.
• Monitor loan milestones and maintain relationships with key stakeholders.

Skills

Communication

Numeracy

Knowledge of GDPR

Excel proficiency

Knowledge of Bridging Finance

Education

Background in financial services

Job description

Job Title: Case Manager - Bridging Finance

Location: Borehamwood

Company: KFS Recruitment

Job Category: Other

EU Work Permit Required: Yes

Job Details:

• Views: 2
• Posted Date: 06.06.2025
• Expiry Date: 21.07.2025

Job Description:

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 cases from funding to redemption, ensuring completion within the original terms by implementing account management and redemption strategies.

Responsibilities:

1. Monitor milestones, key events, and conditions during the loan term.
2. Manage relationships with clients and brokers via telephone and email to gather information, identify issues, and propose solutions.
3. Identify and appoint administrators or receivers when appropriate.
4. Maintain relationships with solicitors, asset managers, receivers, and administrators.
5. Handle breaches or non-compliance issues and pursue payments or compliance.
6. Prepare redemption statements.
7. Manage further advances or extensions.
8. Build relationships with key partners and investors.
9. Knowledge of Bridging Finance, including first and second charge residential, development, and commercial loans.
10. Review and challenge documentation.
11. Work well in a team and independently.
12. Excellent oral and written communication skills.
13. Knowledge of the conveyancing process.
14. Background in financial services.
15. Proficient in using Excel spreadsheets.
16. Strong communication skills at all levels.
17. Numeracy skills.
18. Understanding of GDPR and legislative requirements.