Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage post cases and relationships, ensuring compliance and performance standards.
- Company: Join a dynamic financial services firm focused on bridging finance solutions.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a supportive team making impactful financial decisions.
- Qualifications: Background in financial services with strong communication and organisational skills required.
- Other info: Knowledge of GDPR and experience with Excel are essential.
The predicted salary is between 36000 - 60000 £ per year.
The Role
To manage post cases, from funding to redemption, to ensure that they complete with the original terms by implementing any account management and redemption strategies necessary.
Manage the Key relationships within the post-completion unit, by devising and agreeing an action plan of all key elements and reviewing, developing and implementing service-level agreements and reports, including any key financial implications that can be presented to the Board to provide them with surety that the performance of Key stakeholders are performing to the expected standard, mitigating risk to the business in line with the Boards appetite.
The Responsibilities
- Monitor the progress of loans through their term
- Monitor milestones, key events, and conditions subsequent during the term of the loan.
- Portfolio management and general support to the underwriting team
- Managing clients and brokers daily 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 regularly
- 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
- Knowledge of Bridging Finance, along with first and second charge residential, development and commercial loans.
- 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
- 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
#J-18808-Ljbffr
Bridging Case Manager employer: Aimee Willow Connex Ltd
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bridging Case Manager
✨Tip Number 1
Familiarise yourself with the specifics of bridging finance and the conveyancing process. Understanding these areas will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in bridging loans. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and resolving issues. Be ready to share specific examples of how you've successfully navigated challenges in previous roles.
✨Tip Number 4
Brush up on your Excel skills, as data management is crucial for this role. Consider taking a short course or using online resources to enhance your proficiency, which will make you stand out during the selection process.
We think you need these skills to ace Bridging Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing post cases, portfolio management, and client relationships. Use specific examples that demonstrate your understanding of bridging finance and compliance with loan terms.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Bridging Case Manager role. Discuss how your skills in communication, organisation, and financial services align with the responsibilities outlined in the job description.
Showcase Relevant Skills: Emphasise your numeracy skills and proficiency with Excel spreadsheets. Mention any experience you have with service-level agreements and your ability to manage relationships with key stakeholders effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Showcase Your Knowledge of Bridging Finance
Make sure to brush up on your understanding of bridging finance, including first and second charge residential, development, and commercial loans. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills, especially regarding managing breaches or non-compliance of loan terms. Prepare examples from your past experiences where you successfully identified issues and proposed effective remediation plans.
✨Highlight Your Communication Skills
Since the role involves daily interactions with clients, brokers, and various stakeholders, be ready to showcase your excellent oral and written communication skills. Consider sharing specific instances where your communication made a positive impact on a project or relationship.
✨Demonstrate Organisational Skills
The ability to manage multiple cases and relationships is crucial. Be prepared to discuss how you prioritise tasks and manage your time effectively. You might want to share tools or methods you use to stay organised in a fast-paced environment.
