🌟 We’re Hiring: Case Manager – Servicing Team (Existing Customer Accounts)
📍 Office-Based – Altrincham, UK
💼 Full-time | Salary: £25,000 – £27,500 + Benefits
Are you an organised, people-focused professional with experience in bridging or specialist lending? We’re looking for a Case Manager to join our Servicing Team, supporting a portfolio of existing customer accounts within our bridging finance division.
You’ll be the main point of contact post-completion, ensuring smooth, ongoing support for borrowers, and keeping loans on track through maturity, interest collection, and redemption.
🔍 What You’ll Be Doing:
Account Management
* Maintain regular telephone contact with borrowers to monitor their loan progress and resolve any issues
* Track milestones such as interest payments, maturity dates, and redemptions via the CRM
* Flag any repayment risks early to the underwriting team
Loan Servicing
* Handle paperwork for extensions, partial redemptions, or restructures
* Ensure timely collection of interest and fees; manage any missed payments
* Support borrowers through the exit/redemption process
Relationship Management
* Deliver outstanding service to borrowers, brokers, solicitors, and key stakeholders
* Build long-term, trust-based relationships that promote loyalty and referrals
Compliance & Documentation
* Keep all case files compliant and up to date
* Collaborate with Underwriters and Compliance to meet all post-completion obligations
Reporting & CRM
* Provide regular updates to Underwriters and senior management
* Record borrower interactions and loan activities accurately in the CRM
✅ What You’ll Need:
* Experience in case management, loan servicing, or customer-facing roles within bridging/specialist lending
* Strong knowledge of bridging finance and the short-term property loan lifecycle
* Excellent phone manner, communication, and relationship-building skills
* Organised, detail-focused, and confident in fast-paced environments
* CRM and loan management system proficiency
Bonus points if you have:
* Experience in financial services, property finance, or lending operations
* Familiarity with the FCA regulatory framework
* A-levels or higher qualification in business, finance, or similar
🎁 What We Offer:
* A competitive salary of £25,000 – £27,500
* Performance-based bonus
* Ongoing training and development
* A supportive, ambitious team in a growing business
* Please note: This is an office-based role located in Altrincham