Case Manager - Property Finance / Bridging

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

Job summary

A leading company in Property Finance is seeking a Case Manager to effectively manage loan applications and ensure compliance throughout the funding process. The ideal candidate will have proven experience in real estate finance, strong organizational skills, and a keen eye for risk assessment. Joining an expanding team, you will benefit from a clear progression pathway and the ability to work in a hybrid model, enhancing your experience across various property finance lending types.

Qualifications

• Proven experience in case management or real estate finance.
• Knowledge of various finance types including bridging and mezzanine.
• Familiarity with FCA regulations and risk assessment.

Responsibilities

• Manage real estate loan applications from start to finish.
• Ensure compliance with funding processes.
• Communicate effectively with clients and manage their expectations.

Skills

Loan processing

Real estate finance

Risk assessment

Client service

Organizational skills

Communication

Attention to detail

Problem-solving

Stakeholder management

Tools

Microsoft Office

Loan management software

Job description

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Case Manager - Property Finance / Bridging, cheltenham

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Client:

Caravel

Location:

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