At a Glance
- Tasks: Manage lending cases from start to finish, ensuring top-notch customer service.
- Company: Established financial services business known for tailored solutions and high service standards.
- Benefits: Competitive salary, perks, healthcare, and generous holiday allowance.
- Other info: Opportunity for career growth in a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in the finance sector.
- Qualifications: Experience in banking or commercial finance with strong communication skills.
The predicted salary is between 42500 - 42500 € per year.
An exciting opportunity has arisen within a well-established, independent financial services business for an experienced Commercial Lending Case Manager. This is a pivotal role at the heart of a high-performing team, offering the chance to make a real impact in a fast-paced, client-focused environment. Our client is a large, independent business-to-business finance broker operating across a diverse portfolio of commercial finance products. Their offering spans commercial mortgages, asset finance, company buyouts, refinancing solutions, and more. Renowned for tailored financial solutions and consistently high service standards, they have built a strong market reputation through a dynamic, collaborative culture and an unwavering commitment to client excellence.
What’s on offer:
- Salary: £40,000 – £45,000 DOE
- Perkbox – discounts, cashback & rewards (Day 1)
- Life assurance (3x salary)
- Employee Assistance Programme
- Royal London pension (after 3 months)
- Healthcare cash plan (post-probation)
- Private health insurance (role dependent)
- Salary sacrifice car scheme (role dependent)
- Enhanced maternity & paternity pay
- Free parking on site
- Complimentary drinks, breakfast & fruit
- 21 days holiday rising to 24 with service
- 3 additional days off over Christmas
- Up to 3 unused holiday days carried over annually
The Role:
Reporting into the wider lending team, the Commercial Lending Case Manager will take ownership of a portfolio of cases from initial enquiry through to successful completion. You will serve as the primary point of contact for both customers and professional introducers, playing a central role in driving positive outcomes and upholding the organisation’s high service standards.
Responsibilities:
- Managing a portfolio of lending cases from initial enquiry to completion.
- Acting as the primary point of contact for customers and professional introducers, maintaining regular communication and providing timely updates throughout the process.
- Building and managing strong relationships with all stakeholders to ensure high levels of customer service and satisfaction.
- Liaising with lenders, solicitors, and other relevant parties to facilitate the smooth progression of cases.
- Preparing and reviewing key documentation including debentures, deeds of priority, and title deeds.
- Conducting thorough due diligence and ensuring compliance with lending criteria and applicable regulations.
- Providing proactive relationship management support, resolving queries promptly and identifying opportunities to enhance the client experience.
- Contributing to process improvement initiatives and supporting the wider team’s success.
About you:
- Proven experience in banking, lending or commercial finance within case processing or case management capacity.
- Familiarity with debentures, deeds of priority, and title deeds is highly advantageous.
- Strong organisational skills with the ability to manage multiple cases simultaneously and to deadline.
- Exceptional communication and interpersonal skills, with a genuinely customer-focused approach.
- A track record of delivering high-level customer service and building lasting professional relationships.
- A proactive mindset, keen attention to detail, and a collaborative approach to work.
To apply for this role please contact Joanne Sizer or Gavin Reynolds at ALF Recruit.
Commercial Case Manager employer: ALF Recruit
Join a dynamic and collaborative team at a leading independent financial services business, where your role as a Commercial Case Manager will be pivotal in delivering tailored financial solutions. With a strong commitment to employee well-being, the company offers an array of benefits including competitive salary, comprehensive health plans, and generous holiday allowances, all within a supportive environment that fosters professional growth and excellence in client service.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Case Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in banking and lending clearly and confidently. Highlight your customer service skills and how you've built relationships in past roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Commercial Case Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in banking or commercial finance, and don’t forget to showcase your case management expertise!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Commercial Case Manager role. Mention specific examples of how you've delivered high-level customer service and built strong relationships in previous roles.
Showcase Your Communication Skills:Since this role involves liaising with various stakeholders, make sure your written application demonstrates your exceptional communication skills. Keep your language clear and professional, but let your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re genuinely interested in joining our team!
How to prepare for a job interview at ALF Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of commercial lending and case management. Familiarise yourself with terms like debentures, deeds of priority, and title deeds. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Communication Skills
As a Commercial Case Manager, communication is key. Prepare examples of how you've effectively managed client relationships or resolved issues in the past. Be ready to discuss how you maintain regular updates and ensure customer satisfaction throughout the process.
✨Demonstrate Your Organisational Skills
You’ll be juggling multiple cases, so highlight your organisational abilities. Bring examples of how you’ve successfully managed deadlines and prioritised tasks in previous roles. This will reassure them that you can handle the fast-paced environment they offer.
✨Be Proactive and Collaborative
The role requires a proactive mindset and a collaborative approach. Think of instances where you’ve contributed to team success or improved processes. Showing that you’re a team player who can also take initiative will set you apart from other candidates.
