Case Manager

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

• 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.

Characteristics & Behaviours

• 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 and knowledge

• 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.