At a Glance
- Tasks: Manage loan applications and ensure smooth processing with a proactive approach.
- Company: Join a supportive team in a dynamic bridging finance environment.
- Benefits: Enjoy a competitive salary, hybrid working, and 28 days holiday plus bank holidays.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: 2 years of case management experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
This role focuses on assisting the Bridging underwriting team, ensuring efficient processing of loan applications and maintaining a 'gatekeeper’ approach at all stages.
Key Responsibilities
- Proactively manage a pipeline of cases to ensure swift completion of applications.
- Provide timely, accurate, and appropriate responses to phone calls, inquiries, or correspondence from clients, lenders, or conveyancers.
- Conduct various security and KYC checks on borrowers.
- Understand Lending Policy and flag potential issues to assist underwriters with assessments and approvals.
- Review application forms, loan documentation, credit reports, valuation reports, bank statements, and land registry documentation.
- Handle queries from introducers, direct clients, and third parties, keeping them updated on the progress of their applications and delivering excellent service.
- Obtain and chase quotes from third parties, including valuers, solicitors, and quantity surveyors.
- Prepare offer documentation, including ESIS and Facility Letters.
- Attend and contribute to internal team meetings.
- Organize and maintain internal digital filing systems.
- Accurately enter data and continually update internal CRM systems.
- Proactively identify process improvements/issues before they impact service.
- Work effectively and collaboratively as part of a team and with wider business stakeholders.
- Manage the handover of completed loans to the servicing team.
- Adhere to all risk, compliance, and financial crime‑related policies, procedures, and reporting obligations.
Core Skills
- Strong communication skills
- Excellent attention to detail and high standards
- Ability to organise and prioritise workload
- Ability to multi‑task and work on your own initiative with a flexible approach
- Proficient in administration, computer literacy, and communication
- Understanding of Credit Agency reports, KYC, AML, and fraud prevention systems
Experience
- Minimum of 2 years of case management experience
- Previous experience working at a bridging/specialist lender is advantageous
What We Offer
- Competitive salary
- Professional development opportunities
- Hybrid working options
- Holidays 28 day + Bank Holidays
- Supportive Leadership
- A supportive and collaborative work environment
Bridging Case Manager- Hybrid employer: Brooke Harrison Recruitment
Join a leading specialist lender as a Remote Regional Account Manager and experience a dynamic work culture that prioritises collaboration and results. With competitive salaries, uncapped earning potential, and clear pathways for career advancement, this role offers the perfect blend of autonomy and support in a respected brand within the bridging finance sector. Located across vibrant regions like East London, Essex, Kent, Colchester, Ipswich, and Brighton, you'll thrive in an environment that values your expertise and fosters professional growth.
Contact Details:
Brooke Harrison Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Bridging Case Manager- Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and lending sectors. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; we all love a good natter!
✨Tip Number 2
Prepare for those interviews! Research common questions for case management roles and practice your answers. We want you to shine, so think about how your experience aligns with the Bridging Case Manager role.
✨Tip Number 3
Show off your skills! When you get the chance, demonstrate your attention to detail and organisational skills. Use examples from your past experiences to highlight how you’ve managed cases effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team at StudySmarter, and we love that enthusiasm!
We think you need these skills to ace Bridging Case Manager- Hybrid
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Bridging Case Manager role. Highlight your relevant experience in case management and any specific skills that match the job description, like your understanding of KYC and AML processes.
Show Off Your Communication Skills:Since strong communication is key for this role, don’t shy away from showcasing your ability to handle inquiries and maintain client relationships. Use examples from your past experiences to demonstrate how you’ve excelled in this area.
Be Detail-Oriented:Attention to detail is crucial in this position. When filling out your application, double-check for any typos or errors. You want to show us that you can manage documentation accurately and efficiently right from the start!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at Brooke Harrison Recruitment
✨Know Your Stuff
Make sure you understand the key responsibilities of the Bridging Case Manager role. Familiarise yourself with loan applications, KYC checks, and the lending policy. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Communication Skills
Since strong communication is crucial for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively managed client inquiries or collaborated with teams in the past. This will demonstrate your ability to provide excellent service and work well with others.
✨Be Detail-Oriented
Attention to detail is a must for this job. During the interview, highlight your experience with reviewing documentation and managing case pipelines. You could even mention specific instances where your attention to detail made a difference in your previous roles.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and any challenges the Bridging underwriting team faces. This shows that you're not just interested in the job, but also in how you can contribute to the team's success and improve processes.
