POSITION:Case Manager
DEPARTMENT:Ultimate Bridging Finance
RESPONSIBLE TO:Head of Bridging Finance
LOCATION: Nationwide. Hybrid and flexible work options available.
OVERVIEW:
We are seeking a highly organised and motivated Case Manager to join our dynamic bridging finance team. This role is integral to the success of the deal lifecycle from initial enquiry through to pay-out ensuring a seamless and efficient process for clients, brokers, and internal stakeholders
KEY RESPONSIBILITIES:
You will be responsible for supporting the bridging loan process with a variety of operational and administrative tasks, including:
* Issuing indicative terms for new loan enquiries.
* Preparing Heads of Terms documents for prospective deals.
* Requesting and managing the full search pack for the internal team and wider sales force.
* Reviewing and analysing credit searches, providing clear summaries to support decision-making.
* Assisting in the completion of new business reports with relevant client and deal data.
* Producing credit-backed offer letters for approved facilities.
* Issuing valuation instructions and conveyancing instructions following credit committee approval.
* Inputting new facilities into Sentinel in preparation for drawdown.
* Compiling a complete client file ahead of pay-out to ensure compliance and accuracy.
* Ensuring all client files are backed up and archived appropriately.
* Engaging directly with clients and brokers throughout the lifecycle of a deal.
* Providing weekly updates to brokers on case progress and outstanding actions.
* Maintaining accurate, real-time CRM records to support business efficiency and visibility.
BEHAVIOURS & CHARACTERISTICS:
To thrive in this role, you will demonstrate:
* Clear and confident communication skills.
* The ability to problem solve and adapt in a fast-paced environment.
* Excellent time management and the ability to manage competing priorities.
* Exceptional attention to detail and commitment to quality.
* A self-motivated and proactive approach, with the flexibility to switch focus when required.
* A strong sense of teamwork, with a supportive and collaborative attitude.
* Confidence, professionalism, and alignment with our core values.
* A naturally organised and solutions-oriented mindset.
KEY SKILLS & KNOWLEDGE:
We're looking for someone who brings a blend of interpersonal and technical strengths, including:
* A genuine passion for administrative work and a desire to do it to a consistently high standard.
* Excellent attention to detail and accuracy in data entry, documentation, and compliance tasks.
* Strong organisational skills with the ability to manage multiple cases, tasks, and deadlines simultaneously.
* Confidence working with systems and documents, ideally with experience using a CRM or loan management system.
* A methodical approach to work, ensuring processes are followed correctly and nothing is overlooked.
* Consistency and reliability someone who can be trusted to manage responsibilities independently.
* Strong written and verbal communication skills, particularly in producing clear, professional documents and updates.
* A natural team player who takes pride in supporting colleagues and contributing to shared goals.
* An interest in the property lending sector, with a willingness to learn more over time.
We kindly ask not be contacted by recruitment agencies, thank you.
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