Senior Case Manager

Fintellect Recruitment Limited; Birmingham; Ibrido; GBP 28.000 - 42.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Training & development

Descrizione del lavoro

Fintellect Recruitment Limited is seeking a Case Manager / Deal Administrator for a growing property finance team. This role focuses on driving deal flow, managing applications, and delivering a seamless client journey from enquiry to completion.

You will support the deal process, coordinate with lenders and solicitors, and ensure accurate documentation and proactive client updates. Hybrid working options are available based on experience.

Competenze

• Experience in property finance - bridging, development finance, mortgage broking, or specialist property lending.
• Strong organisational skills and the ability to manage multiple live cases.
• Confident communicator with a professional, client-focused approach.
• Comfortable dealing with lenders, solicitors, valuers, and brokers.
• High attention to detail and accuracy in documentation.
• Proactive, commercially aware, and able to work independently.
• CRM-savvy with a structured, process-driven mindset.

Mansioni

• Manage property finance (commercial, bridging and development finance) applications from sales team through to completion.
• Package deals by gathering client information, documentation, and due diligence requirements.
• Liaise with lenders, solicitors, valuers, and brokers to keep deals moving.
• Prepare case summaries, lender comparisons, and application packs.
• Track pipeline activity, update CRM records, and maintain accurate case notes.
• Support brokers with structuring deals and identifying suitable lenders.
• Provide clear, proactive communication to clients throughout the process.
• Assist with completions, redemptions, and post-completion administration.

Conoscenze

Property finance

Organised

CRM experience

Communication

Attention to detail

Independent worker

Detail-oriented

Strumenti

CRM software

Descrizione del lavoro

Are you an organised, commercially minded operator with experience in property finance? Our client is a growing finance brokerage with a successful property finance team, and they’re looking for a Case Manager / Deal Administrator to help drive deal flow, manage applications, and deliver a seamless client journey from enquiry through to completion.

The Role

You’ll sit at the heart of the deal process - supporting sales team, managing cases, and ensuring every transaction progresses smoothly with lenders. This is a varied role combining case management, client coordination and lender management.

Key Responsibilities

• Manage property finance (commercial, bridging and development finance) applications from sales team through to completion
• Helping package up the deal - gather client information, documentation, and due diligence requirements
• Liaise with lenders, solicitors, valuers, and brokers to keep deals moving
• Prepare case summaries, lender comparisons, and application packs
• Track pipeline activity, update CRM records, and maintain accurate case notes
• Support brokers with structuring deals and identifying suitable lenders
• Provide clear, proactive communication to clients throughout the process
• Assist with completions, redemptions, and post-completion administration

About You

• Experience in property finance - bridging, development finance, mortgage broking, or specialist property lending
• Strong organisational skills and the ability to manage multiple live cases
• Confident communicator with a professional, client-focused approach
• Comfortable dealing with lenders, solicitors, valuers, and brokers
• High attention to detail and accuracy in documentation
• Proactive, commercially aware, and able to work independently
• CRM-savvy with a structured, process-driven mindset

What’s On Offer

• Join a growing, well-respected brokerage with a strong reputation
• Mature, relaxed and collaborative team environment with ongoing training and development
• Competitive salary + performance incentives
• Hybrid working options depending on experience

If you’re looking to build your career in property finance and want to be part of a fast-moving, supportive brokerage, we’d love to hear from you.