Case Manager

POSITION: Case Manager DEPARTMENT:
Ultimate Bridging Finance RESPONSIBLE TO: Head of Bridging Finance LOCATION:
Nationwide. Hybrid and flexible work options available. OVERVIEW: We are seeking a highly organised and motivated
Case Manager
to join our dynamic bridging finance team. This role is integral to the success of the deal lifecycle
from initial enquiry through to pay-out
ensuring a seamless and efficient process for clients, brokers, and internal stakeholders KEY RESPONSIBILITIES: You will be responsible for supporting the bridging loan process with a variety of operational and administrative tasks, including: Issuing indicative terms for new loan enquiries. Preparing Heads of Terms documents for prospective deals. Requesting and managing the full search pack for the internal team and wider sales force. Reviewing and analysing credit searches, providing clear summaries to support decision-making. Assisting in the completion of new business reports with relevant client and deal data. Producing credit-backed offer letters for approved facilities. Issuing valuation instructions and conveyancing instructions following credit committee approval. Inputting new facilities into Sentinel in preparation for drawdown. Compiling a complete client file ahead of pay-out to ensure compliance and accuracy. Ensuring all client files are backed up and archived appropriately. Engaging directly with clients and brokers throughout the lifecycle of a deal. Providing weekly updates to brokers on case progress and outstanding actions. Maintaining accurate, real-time CRM records to support business efficiency and visibility. BEHAVIOURS & CHARACTERISTICS: To thrive in this role, you will demonstrate: Clear and confident communication skills. The ability to problem solve and adapt in a fast-paced environment. Excellent time management and the ability to manage competing priorities. Exceptional attention to detail and commitment to quality. A self-motivated and proactive approach, with the flexibility to switch focus when required. A strong sense of teamwork, with a supportive and collaborative attitude. Confidence, professionalism, and alignment with our core values. A naturally organised and solutions-oriented mindset. KEY SKILLS & KNOWLEDGE: We\’re looking for someone who brings a blend of interpersonal and technical strengths, including: A genuine passion for
administrative work
and a desire to do it to a consistently high standard. Excellent
attention to detail
and accuracy in data entry, documentation, and compliance tasks. Strong
organisational skills
with the ability to manage multiple cases, tasks, and deadlines simultaneously. Confidence working with systems and documents, ideally with experience using a
CRM
or loan management system. A methodical approach to work, ensuring
processes are followed correctly
and nothing is overlooked. Consistency and reliability
someone who can be trusted to manage responsibilities independently. Strong written and verbal
communication skills , particularly in producing clear, professional documents and updates. A natural team player who takes pride in supporting colleagues and contributing to shared goals. An interest in the
property lending sector , with a willingness to learn more over time. We kindly ask not be contacted by recruitment agencies, thank you.
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