Hybrid Case Manager, Bridging Finance Operations

Ultimate Finance; Bristol; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services company is seeking a highly organised and motivated Case Manager to join their dynamic bridging finance team. You will manage the deal lifecycle from initial enquiry to pay-out, interact with clients and brokers, and ensure compliance and accuracy in documentation. The ideal candidate has strong organisational abilities, communication skills, and experience with CRM systems. This role offers hybrid and flexible working options.

Qualifications

• Proven ability to manage multiple cases, tasks, and deadlines.
• Experience with CRM or loan management systems is preferred.
• Genuine passion for administrative work.
• Strong written and verbal communication skills.

Responsibilities

• Issue indicative terms for new loan enquiries.
• Prepare Heads of Terms documents for prospective deals.
• Engage directly with clients and brokers throughout a deal.
• Maintain accurate CRM records to support business efficiency.

Skills

Attention to detail

Communication skills

Organisational skills

Problem-solving

Teamwork

Time management

Job description

A financial services company is seeking a highly organised and motivated Case Manager to join their dynamic bridging finance team. You will manage the deal lifecycle from initial enquiry to pay-out, interact with clients and brokers, and ensure compliance and accuracy in documentation. The ideal candidate has strong organisational abilities, communication skills, and experience with CRM systems. This role offers hybrid and flexible working options.