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For Companies At a Glance
- Tasks: Manage bridging finance cases from start to finish, ensuring smooth transactions.
- Company: Join a dynamic recruitment agency connecting talent with top financial services firms.
- Benefits: Gain valuable experience in a fast-paced environment with growth opportunities.
- Why this job: Be a key player in a growing lender and enhance your skills in finance.
- Qualifications: Experience in case management or lending preferred; strong organisational skills required.
- Other info: Work in a supportive team environment focused on client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth.
The Opportunity
Northreach is working with a growing specialist lender to recruit a Case Manager to support the end-to-end delivery of bridging finance transactions. This role plays a critical part in ensuring applications move efficiently from submission through to completion, while maintaining a high standard of service for brokers and clients.
This position suits someone highly organised, detail-focused, and comfortable managing multiple cases at once in a fast-paced lending environment.
The role
As Case Manager, you will take responsibility for the day-to-day coordination of bridging finance cases. You will act as a key point of contact for brokers and clients, working closely with underwriters, legal advisors, and internal stakeholders to ensure all documentation, conditions, and requirements are met in a timely manner.
You will be expected to proactively manage case progression, identify potential delays, and resolve issues to keep transactions on track.
Key responsibilities
- Support the full lifecycle of bridging finance applications from submission to completion
- Act as a primary point of contact for brokers and clients, providing regular updates
- Liaise with underwriters, solicitors, valuers, and internal teams to gather information and progress cases
- Ensure all documentation is complete, accurate, and compliant with internal policy
- Maintain detailed and up-to-date case records and correspondence
- Identify issues or bottlenecks within cases and work to resolve them efficiently
- Provide updates and reporting on case status and pipeline progression
What we are looking for
- Previous experience in a case management, completions, or operational role within bridging finance or specialist lending is preferred
- Strong organisational and time-management skills
- Excellent attention to detail and accuracy
- Clear and confident communication skills, both written and verbal
- Proactive problem-solving mindset with the ability to manage competing priorities
- Comfortable working in an office-based, team-oriented environment
Why consider this role
This is an opportunity to join a growing lender at an exciting stage of development, where operational quality and client experience are highly valued. You will play a visible role in supporting deal delivery and will have scope to develop your skills within specialist property finance.
Case Manager in Liverpool employer: Northreach
Contact Detail:
Northreach Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the financial services and fintech sectors. Attend industry events or join online forums where you can connect with potential employers and other professionals. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate, especially in bridging finance. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Case Manager, you'll need to be clear and confident when liaising with brokers and clients. Try mock interviews with friends or use online resources to refine your pitch and responses.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and interests. Plus, applying directly can sometimes give you an edge over other candidates. So, get clicking!
We think you need these skills to ace Case Manager in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Case Manager role. Highlight your experience in case management or operational roles, especially within bridging finance. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. We love seeing enthusiasm and a personal touch!
Show Off Your Organisational Skills: Since this role requires strong organisational skills, make sure to showcase examples of how you've managed multiple cases or projects in the past. We want to know how you keep everything on track!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Northreach
✨Know Your Stuff
Before the interview, make sure you understand the ins and outs of bridging finance. Familiarise yourself with common terms and processes, as well as the specific role of a Case Manager. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple cases or projects. Be ready to discuss how you prioritised tasks and kept everything on track, especially in fast-paced environments.
✨Communicate Clearly
As a Case Manager, you'll be the go-to person for brokers and clients. Practice articulating your thoughts clearly and concisely during the interview. Use examples to demonstrate your communication skills, both written and verbal, and how they helped resolve issues in previous roles.
✨Problem-Solving Mindset
Be prepared to discuss challenges you've faced in previous roles and how you overcame them. Highlight your proactive approach to identifying potential delays and resolving issues. This will show that you have the right mindset for managing case progression effectively.
