Case Manager - Property Finance / Bridging

JR United Kingdom; Cardiff; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A leading finance firm in Cardiff is seeking a Case Manager to oversee real estate loan applications. The successful candidate will support the firm's growth by managing loan processes, ensuring regulatory compliance, and providing excellent client service. This role offers a hybrid working arrangement and clear career progression opportunities to underwriting.

Benefits

Hybrid working: 3 days in office, 2 work from home

Career progression opportunities into Underwriting

Opportunity to contribute to standards in case management

Qualifications

• Proven experience in case management or real estate finance.
• Knowledge of bridging finance and structured lending solutions required.
• Familiarity with FCA regulations, AML/KYC, and risk assessment.

Responsibilities

• Oversee the end-to-end management of real estate loan applications.
• Ensure a smooth and efficient funding process for clients.
• Manage multiple cases simultaneously while maintaining high attention to detail.

Skills

Risk Assessment

Compliance

Client Service

Organizational Skills

Communication

Stakeholder Management

Problem-Solving

Education

Experience in Real Estate Finance

Tools

Microsoft Office

Loan Management Software

Job description

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Case Manager - Property Finance / Bridging, cardiff

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Client:

Caravel

Location:

cardiff, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Case Manager - Property Finance / Bridging

We are working with a new Property Finance lender on a new hire for an additional Case Manager to support their ongoing growth.

The Case Manager will oversee the end-to-end management of real estate loan applications, ensuring a smooth and efficient funding process.

The ideal candidate will have experience in real estate finance / lending and a keen eye for risk assessment, compliance, and client service.

Why consider this position?

• You would be joining a well-financed firm operating much like a Debt Fund, in it's infancy. As an early employee (they've recently expanded to 14 people), you can contribute to the standards being set in the Case Management team.
• You will pick up a broad spectrum of experience across different types of Property Finance lending - they provide development, bridging, stretch and mezzanine financing across various asset classes.
• Progression - there is a clear pathway into a Underwriting role from this position.
• Hybrid working - 3 days in office (Mayfair) and 2 work from home days

Requirements for the role

• Proven experience in case management, loan processing, or real estate finance.
• Knowledge of bridging finance, development finance, mezzanine lending, or structured / bespoke debt solutions
• Strong understanding of real estate lending processes, credit assessment, and legal due diligence.
• Excellent organizational skills and ability to manage multiple cases simultaneously.
• Strong communication and stakeholder management skills.
• High attention to detail and a proactive problem-solving approach.
• Familiarity with FCA regulations, AML/KYC requirements, and risk assessment in lending.
• Proficiency in Microsoft Office and loan management software.

Full job description is available

Base salary of £45-55,000 with discretionary bonus of 20%

Hybrid working - 3 days in office, 2 working from home