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Specialist Finance Case Manager, plymouth
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Client:
Location:
plymouth, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
1
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
Ready to own complex deals worth £1-10M?
Join a top-tier Specialist Property Finance Debt Advisory Brokerage based in Central London.
*** To be a good fit for this role you should have 2 Years+ experience in packaging and submitting complex BTL / Commercial / Bridging Cases to Specialist Lenders ***
The Opportunity
* Well known, high-performing specialist Property Finance Brokerage seeks an experienced Specialist Case Manager for complex property finance deals.
* Think Commercial Mortgages, High Value Portfolio BTL, Bridging, and Development Finance for engaged, interesting clients and seasoned investors.
You'll manage: Complex, high-value cases from placement to completion
You'll work with: Quality lenders and sophisticated clients
* Placing deals with specialist lenders
* Driving cases through to completion
* Managing lender, solicitor, and client relationships
* Chasing documentation and maintain momentum
* Ensuring compliance and exceptional service delivery
Core Experience:
* 3+ years case management in specialist finance (commercial mortgages, portfolio BTL, bridging, development finance)
* Proven track record managing cases from initial submission through to completion
* Lender relationship experience - you know how different lenders operate and their appetites
* Complex deal structures - experience with non-standard income verification, multi-property portfolios, or unconventional securities
Technical Skills:
* Documentation mastery - can quickly identify missing items and chase efficiently
* Compliance knowledge - understand FCA requirements, AML procedures, and due diligence standards
* Systems proficiency - comfortable with CRM platforms, lender portals, and case tracking systems
* Financial analysis - can review affordability calculations, rental yields, and loan-to-value ratios
Personal Qualities:
* Relationship builder - can manage internal broker, client, and lender expectations simultaneously
* Problem solver - when deals hit snags, you find solutions rather than pass problems up
* Communication expert - can explain complex finance concepts clearly to all stakeholders
* Pressure performer - thrive in fast-paced environment with tight completion deadlines
* Detail obsessed - nothing slips through the cracks on your watch
The Package
* Best in Class Base package
* Performance bonuses
* Fully remote working
* Full training and ongoing support
Why This Role
Growth trajectory: Established firm with consistent, quality deal flow
Deal complexity: Average case size £1-10M with interesting structures
Autonomy: Trusted to think independently and solve problems
Impact: Your expertise directly drives client outcomes
Career Growth - We promote from within and you can quickly be managing your own direct cases and client relationships
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