Continue with Google Continue with Google 5 days ago Be among the first 25 applicants 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.
Characteristics & Behaviours
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.
LNKD1_UKTJ Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Legal Industries Law Practice Get notified about new Case Manager jobs in
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