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Case manager

Grantham
Clever Lending
Case manager
Posted: 19h ago
Offer description

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Job Title: Case Manager – Commercial & Bridging Finance

Location: Hybrid split of Office/home Reports to: Senior case manager

Employment Type: Full-time

About the Role

We are seeking an experienced, proactive, organised, and confident Case Manager to support two experienced Commercial and Bridging Finance Advisors for an established Commercial and Bridging Packaging specialist company. This is an exciting opportunity for someone who enjoys working in a close-knit team, thrives in a fast-paced environment, and has a good understanding of specialist lending.

Key Responsibilities

* Manage and progress commercial and bridging cases from application through to completion
* Liaise with lenders, solicitors, valuers, and clients to ensure smooth processing of all deals
* Prepare and review documentation to ensure accuracy and compliance
* Keep systems and case files updated with key information and timelines
* Proactively chase outstanding items to meet deadlines
* Support advisors with client updates and pipeline management
* Stay informed about lender criteria, product changes, and market trends
* Help with packaging applications to meet each lender’s requirements

Skills & Experience Required

* Experience in commercial, bridging, or specialist lending (essential)
* Confident communicator – both written and verbal
* High level of attention to detail and accuracy
* Able to learn quickly and pick up new processes with minimal supervision
* Strong organisational and time management skills
* Comfortable working in a small, fast-paced team environment
* Knowledge of industry systems (e.g. OMS, CRM tools) is beneficial

What We Offer

* Competitive salary based on experience
* Opportunity to grow within a specialist finance environment
* Supportive and collaborative team culture
* Exposure to a wide range of complex and high-value cases
* Continued professional development and training

To Apply:

Please send your CV and a brief cover note outlining your experience to james@bbmortgages.co.uk


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Other

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