Case Manager

Case Manager

City of London Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
K

At a Glance

  • Tasks: Manage client relationships and oversee loan processes in a dynamic environment.
  • Company: Join a leading lender in the Bridging Finance sector, known for innovation and growth.
  • Benefits: Enjoy hybrid working options and a supportive team culture.
  • Why this job: This role offers hands-on experience in finance and the chance to build valuable industry connections.
  • Qualifications: 2+ years in Bridging finance, strong communication skills, and a knack for problem-solving required.
  • Other info: Ideal for those eager to advance their career in a fast-paced financial setting.

The predicted salary is between 36000 - 60000 £ per year.

We are pleased to be working with a fantastic lender, with a very exciting opportunity for an individual looking to progress within the Bridging industry.

Main duties & Responsibilities for the role:

  • Monitor milestones, key events and conditions subsequent during the term of the loan.
  • Managing clients and brokers on a daily basis via telephone and email to gather information, identify issues and propose remediation plans.
  • Identifying and appointing administrators or receivers where appropriate.
  • Managing relationships with solicitors, asset managers, receivers and administrators on a regular basis.
  • Dealing with any breaches or non-compliance of the loan terms and chasing clients for payment or compliance.
  • Prepare redemption statements.
  • Deal with any further advances or extensions required.
  • Build relationships with Key Partners and Investors.

Skills and experience:

  • Ability to review and challenge documentation.
  • Good team player and able to work on own initiative.
  • Excellent oral and written communication.
  • Knowledge of the conveyancing process.
  • Background in Financial services, with at least 2 years of Bridging experience.
  • Use of excel spreadsheets.
  • Ability to communicate at all levels.
  • Have numeracy skills.
  • Good organisational skills & numeracy skills.
  • Understanding and awareness of GDPR and legislative requirements.

Case Manager employer: KFS Recruitment

Join a dynamic and supportive team in the heart of London, where your role as a Case Manager will not only enhance your career in the Bridging Finance sector but also offer you opportunities for professional growth and development. Our hybrid work culture promotes a healthy work-life balance, while our commitment to employee well-being ensures that you thrive in a collaborative environment, making meaningful contributions to both clients and colleagues alike.
K

Contact Detail:

KFS Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Case Manager

✨Tip Number 1

Familiarise yourself with the Bridging Finance sector. Understanding the nuances of this industry will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the Bridging Finance field. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.

✨Tip Number 3

Brush up on your communication skills, especially over the phone and via email. As a Case Manager, you'll be interacting with clients and brokers daily, so being articulate and clear is key.

✨Tip Number 4

Gain a solid understanding of the conveyancing process and GDPR regulations. This knowledge will be crucial in managing compliance and ensuring smooth operations in your role.

We think you need these skills to ace Case Manager

Excellent Oral and Written Communication
Client Relationship Management
Documentation Review and Challenge
Knowledge of the Conveyancing Process
Bridging Finance Experience
Financial Services Background
Numeracy Skills
Organisational Skills
Excel Spreadsheet Proficiency
Problem-Solving Skills
Understanding of GDPR and Legislative Requirements
Ability to Work Independently and as Part of a Team
Stakeholder Management
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in the Bridging industry. Emphasise your skills in managing client relationships, compliance, and documentation review, as these are crucial for the Case Manager role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Bridging finance sector. Mention specific experiences where you've successfully managed clients or resolved issues, demonstrating your problem-solving abilities.

Highlight Relevant Skills: In your application, clearly outline your organisational skills, numeracy, and communication abilities. Provide examples of how you've used these skills in previous roles, especially in financial services.

Show Knowledge of Compliance: Demonstrate your understanding of GDPR and legislative requirements in your application. This shows that you are aware of the regulatory environment in which the company operates, making you a more attractive candidate.

How to prepare for a job interview at KFS Recruitment

✨Know Your Bridging Finance Basics

Make sure you brush up on your knowledge of the bridging finance industry. Understand key terms, processes, and recent trends. This will show your interviewer that you're genuinely interested and knowledgeable about the field.

✨Demonstrate Your Communication Skills

As a Case Manager, you'll be dealing with clients, brokers, and various stakeholders. Prepare examples of how you've effectively communicated in past roles, whether through email or phone. Highlight your ability to simplify complex information.

✨Showcase Your Problem-Solving Abilities

Be ready to discuss specific instances where you've identified issues and proposed effective solutions. This is crucial for managing client relationships and compliance, so think of examples that demonstrate your analytical skills.

✨Familiarise Yourself with GDPR

Understanding GDPR and its implications in financial services is essential. Be prepared to discuss how you would ensure compliance in your role as a Case Manager, as this knowledge will be highly valued by the employer.

K
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