Development and Bridging Case Manager

BuildLoan; Livingston; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Annual leave

Pension

Life insurance

On-site parking

Bonus program

CeMAP CPSP support

Job summary

BuildLoan, part of the BuildStore group, is looking for an experienced Case Manager in Livingston to join our Specialist Lending team. You will manage bridging and development finance applications from enquiry through to loan completion, coordinating with sales, clients, brokers, lenders and solicitors to keep progress smooth and proactive.

The role requires a collaborative approach to deliver excellent customer outcomes, maintain lender relationships and support the growth and reputation of

Responsibilities

• Ownership of Bridging and Development cases from application through to completion, recording all updates on internal systems.
• Review and analyse lender underwriting queries to identify which requirements are genuinely necessary, challenging requests where appropriate and ensure only relevant, value-adding enquiries are presented to the broker or client.
• Proactively identify and address challenges that may arise during the financing process, flagging them to management or advisor
• Gather and review financial documentation and supporting application documentation.
• Gather and review project information, including planning documents and build cost schedules.
• Instructing valuations where required
• Actively chasing outstanding information to progress applications
• Working collaboratively with colleagues across the wider BuildLoan team
• Provide reports on expected offer and completion predictions
• Ensuring client arrangement fees are paid timely

Job description

Location: Livingston (Office-based during training and probation | Hybrid – up to 2 days home working per week thereafter)

Salary: £30,000 per annum, up to £35,000 OTE

Contract: Full-time, Permanent

Working Hours: Monday to Friday 8.30am – 5pm

About BuildLoan

BuildLoan is one of the UK's leading specialist in homebuilding finance, providing innovative funding solutions for self build, custom build, renovation, conversion, development finance and bridging loans. Working with a wide range of specialist lenders, we help brokers and clients source and secure the most appropriate funding solutions for their clients' individual projects.

As part of the wider BuildStore group, BuildLoan has over 25 years of specialist homebuilding expertise and has helped thousands of customers bring their projects to life. Our reputation has been built on developing innovative finance solutions, delivering exceptional service and providing expert guidance throughout the funding journey. By combining specialist knowledge, robust case management and strong lender relationships, we help brokers and their clients navigate complex funding requirements with confidence.

About the Role

Due to continued growth, BuildLoan is looking to recruit an experienced Case Manager to join our Specialist Lending team. You will play a key role in managing bridging and development finance applications from enquiry through to completion of the loan.

The role involves working closely with the Sales team, clients, brokers, lenders and solicitors to ensure applications progress smoothly and efficiently. You will act as a primary point of contact throughout the application journey, helping to resolve queries, obtain outstanding information and provide proactive updates to all parties involved.

Success in this role relies on a strong team approach, with everyone working together to deliver excellent customer outcomes, maintain strong lender relationships and support the continued growth and reputation of BuildLoan.

What You'll Be Doing

• Ownership of Bridging and Development cases from application through to completion, recording all updates on internal systems.
• Review and analyse lender underwriting queries to identify which requirements are genuinely necessary, challenging requests where appropriate and ensure only relevant, value-adding enquiries are presented to the broker or client.
• Proactively identify and address challenges that may arise during the financing process, flagging them to management or advisor
• Gather and review financial documentation and supporting application documentation.
• Gather and review project information, including planning documents and build cost schedules.
• Instructing valuations where required
• Actively chasing outstanding information to progress applications
• Working collaboratively with colleagues across the wider BuildLoan team
• Provide reports on expected offer and completion predictions
• Ensuring client arrangement fees are paid timely

What We Offer

• 25 days annual leave plus bank holidays
• Company pension scheme
• Life insurance
• On‑site parking
• Performance-related bonus scheme available following probation
• Support available towards completion of CeMAP and CPSP