Are you an organised, commercially minded operator with experience in property finance? Our client is a growing finance brokerage with a successful property finance team, and they’re looking for a Case Manager / Deal Administrator to help drive deal flow, manage applications, and deliver a seamless client journey from enquiry through to completion.
The Role
You’ll sit at the heart of the deal process - supporting sales team, managing cases, and ensuring every transaction progresses smoothly with lenders. This is a varied role combining case management, client coordination and lender management.
Key Responsibilities
- Manage property finance (commercial, bridging and development finance) applications from sales team through to completion
- Helping package up the deal - gather client information, documentation, and due diligence requirements
- Liaise with lenders, solicitors, valuers, and brokers to keep deals moving
- Prepare case summaries, lender comparisons, and application packs
- Track pipeline activity, update CRM records, and maintain accurate case notes
- Support brokers with structuring deals and identifying suitable lenders
- Provide clear, proactive communication to clients throughout the process
- Assist with completions, redemptions, and post-completion administration
About You
- Experience in property finance - bridging, development finance, mortgage broking, or specialist property lending
- Strong organisational skills and the ability to manage multiple live cases
- Confident communicator with a professional, client-focused approach
- Comfortable dealing with lenders, solicitors, valuers, and brokers
- High attention to detail and accuracy in documentation
- Proactive, commercially aware, and able to work independently
- CRM-savvy with a structured, process-driven mindset
What’s On Offer
- Join a growing, well-respected brokerage with a strong reputation
- Mature, relaxed and collaborative team environment with ongoing training and development
- Competitive salary + performance incentives
- Hybrid working options depending on experience
If you’re looking to build your career in property finance and want to be part of a fast-moving, supportive brokerage, we’d love to hear from you.
#J-18808-Ljbffr
Senior Case Manager in Birmingham employer: Fintellect Recruitment Limited.
Join a dynamic and multi-award-winning specialist property lender in South Manchester, where your role as a Loan Processor will be pivotal to our ambitious growth plans. We pride ourselves on fostering a supportive work culture that prioritises employee development and offers genuine career progression opportunities, all while working alongside an experienced leadership team dedicated to driving success. With a focus on collaboration and excellence, this is an exciting opportunity to be part of a thriving organisation that values your contributions and supports your professional journey.
Contact Details:
Fintellect Recruitment Limited. Recruitment Team
