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Specialist finance case manager

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

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Specialist Finance Case Manager, Ipswich

Job Details:

* Client:
* Location: Ipswich
* Job Category: Other

-


EU work permit required:

Yes


Job Views:

1


Posted:

22.08.2025


Expiry Date:

06.10.2025


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.
* Focus on Commercial Mortgages, High-Value Portfolio BTL, Bridging, and Development Finance for engaged clients and seasoned investors.

Responsibilities:

* Manage complex, high-value cases from placement to completion.
* Work with quality lenders and sophisticated clients.
* Place deals with specialist lenders.
* Drive cases through to completion.
* Manage lender, solicitor, and client relationships.
* Chase documentation and maintain momentum.
* Ensure compliance and deliver exceptional service.

Core Experience:

* 3+ years case management in specialist finance (commercial mortgages, portfolio BTL, bridging, development finance).
* Proven track record managing cases from initial submission to completion.
* Lender relationship experience—understanding lender operations and appetites.
* Experience with complex deal structures, including non-standard income verification, multi-property portfolios, or unconventional securities.

Technical Skills:

* Documentation mastery—identify missing items and chase efficiently.
* Compliance knowledge—understand FCA requirements, AML procedures, and due diligence.
* Systems proficiency—familiar with CRM platforms, lender portals, and case tracking systems.
* Financial analysis—review affordability calculations, rental yields, and LTV ratios.

Personal Qualities:

* Relationship builder—manage broker, client, and lender expectations.
* Problem solver—find solutions when deals encounter issues.
* Excellent communicator—explain complex finance concepts clearly.
* Pressure performer—thrive under tight deadlines.
* Detail-oriented—nothing slips through the cracks.

The Package:

* Competitive base salary.
* Performance bonuses.
* Fully remote work.
* Comprehensive training and ongoing support.

Why This Role:

* Growth trajectory: established firm with consistent deal flow.
* Deal complexity: average case size £1-10M with interesting structures.
* Autonomy: trusted to think independently and solve problems.
* Impact: your expertise directly influences client outcomes.
* Career growth: opportunities to manage your own cases and client relationships, with promotion from within.
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