Job Description
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:
1. Issuing indicative terms for new loan enquiries.
2. Preparing Heads of Terms documents for prospective deals.
3. Requesting and managing the full search pack for the internal team and wider sales force.
4. Reviewing and analysing credit searches, providing clear summaries to support decision-making.
5. Assisting in the completion of new business reports with relevant client and deal data.
6. Producing credit-backed offer letters for approved facilities.
7. Issuing valuation instructions and conveyancing instructions following credit committee approval.
8. Inputting new facilities into Sentinel in preparation for drawdown.
9. Compiling a complete client file ahead ...