We are on the look out for a highly motivated Case Manager to join our Liverpool City Centre Office.
Job Title: Case Manager – Commercial Finance
Overview:
We are seeking a highly organised Case Manager to oversee commercial finance applications from initial submission through to legal stages. You will act as the key point of contact for clients, lenders, and internal teams, ensuring a smooth, compliant, and efficient process.
Key Responsibilities:
* Manage a pipeline of commercial finance cases from enquiry to legal stages
* Liaise with clients, lenders, solicitors, and brokers to progress deals
* Collect, review, and package client documentation
* Monitor application progress and proactively resolve issues
* Ensure compliance with internal processes and regulatory requirements
* Provide regular updates to all stakeholders
* Maintain accurate records on CRM systems
Requirements:
* Previous experience in commercial finance, banking, or a brokerage environment
* Strong organisational and time management skills
* Excellent communication and stakeholder management abilities
* High attention to detail and accuracy
* Ability to work in a fast-paced, target-driven environment
Desirable:
* Knowledge of commercial lending products (bridging, development finance, buy-to-let, etc.)
* Familiarity with CRM and case management systems
Salary: Competitive, dependent on experience