Commercial Associate - Case Manager

P10 Financial Group; Twickenham; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a full-time Case Manager to join their London office. This role offers a unique opportunity to work with high net worth clients and successful entrepreneurs in a dynamic environment. You will be responsible for managing commercial lending processes, building strong client relationships, and collaborating with relationship managers to ensure efficient deal completions. The ideal candidate will have a strong background in commercial mortgage operations and a desire to grow within the financial advisory sector. Join a forward-thinking team that values excellence and innovation in financial services.

Qualifications

• 1+ years in commercial advisory, managing application processes.
• Strong grasp of FCA and MCOB regulations is required.

Responsibilities

• Manage relationships with banks and lenders for commercial debt.
• Assess financial positions of customers seeking loans.
• Ensure compliance with loan agreements and repayment schedules.

Skills

Commercial mortgage operations

Emotional intelligence

Time management

Interpersonal skills

Numerical skills

Customer service

Analytical skills

Education

Degree in business, finance, or accounting

CeMAP Level 3 qualification

Tools

Financial software

Word processing software

Spreadsheet software

Database software

Job description

Due to our continued growth, we are looking for a full-time experienced Case Manager to work from our London Office and assist in building P10 Financial Group. P10 Financial Group is a one-of-a-kind advisory business that advises high net worth clients, high growth businesses, and property entrepreneurs. We provide connected services across the entire financial spectrum, through our various business divisions of mortgages, commercial lending, accountancy, and insurance. This allows us to advise and provide services to our clients across all aspects of their lives, when it matters.

We believe it is our duty to make finance simple and our mission is to deliver financial excellence for our clients.

We only work with the most talented individuals, who are pro-active and responsive at all times, even when delivering the toughest of messages. We focus on excellence internally to deliver excellence externally. Our word is our promise, and everyone’s word is equal.

With all of this, our biggest commitment is to build successful relationships and have fun along the way.

The role offers a competitive salary, but above all else is a great opportunity for someone to come and put their mark on a successful business. We will expect the successful candidate to come into the business and hit the ground running. You will be responsible for managing the commercial lending process and working with the relationship managers to deliver deals to completion in the most efficient way possible.

Nature of the Role

The right candidate is extremely organised. You will have the skillset to develop and maintain client relationships. You will be brought into the team to assist the relationship managers with their commercial deal structuring. You will be working with extremely experienced & successful entrepreneurs. You will have the desire to progress in your career to become an adviser.

Skills and Qualifications

1. Working knowledge of commercial mortgage operations with banks or lenders
2. Great emotional intelligence, i.e. must be able to build meaningful relationships
3. Confident in talking to people at all levels of seniority
4. Excellent time management, planning, and organisational skills
5. You are motivated to grow and have a desire to progress in your career
6. Ability to use various IT tools such as financial and administrative, word processing, spreadsheet, and database software
7. Excellent interpersonal and communication skills, both verbal and written
8. Impeccable customer service and customer handling skills
9. Firm grasp of financial, documentation, and administration procedures
10. Ability to analyse loan applications and supporting documents for issuance of loans
11. Strong numerical skills to handle loan calculations and repayments for the customers

Duties and Responsibilities

1. Assessing the financial position and credibility of customers seeking commercial debt
2. Managing banks and lenders relationships
3. Explaining the loan repayment schedules to borrowers and managing the loans throughout their life span
4. Reviewing and updating loan files and credit documentation
5. Maintaining strong compliance with every single client and transaction
6. Assisting relationship managers to build out strategic ways of growing the commercial business
7. Responsible for cross referrals to other areas of the group such as accountancy, mortgages, and insurance teams
8. Obtaining and compiling copies of applicant’s credit histories, financial statements, and other financial information
9. Ensuring clients adhere to loan agreements and ensuring that repayment is done on time

Experience Requirements

Must have experience working within a commercial advisory business and managing the whole application process from start to finish. We are ideally looking for a candidate with at least one year of experience working in various financial institutions. Experience in banking or financial services is desirable.

Education and Training Requirements

A degree in business, finance, or accounting would be ideal but not strictly necessary. CeMAP Level 3 qualification would be ideal. Strong understanding of FCA and MCOB regulation is also required.

Company Overview

We’re flipping the script on the finance world. Tired of the disconnect, we built our next-generation financial services offering. No more dated processes, faceless departments, one-dimensional advice, and draining workspaces. Our processes and business divisions are synced and streamlined. Like us, our clients have a performance mindset. We do things efficiently and proactively to deliver in areas where others can’t.