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Specialist finance case manager

Stockport
Jr United Kingdom
Case manager
Posted: 24 August
Offer description

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Specialist Finance Case Manager, stockport

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Client:


Location:

stockport, 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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