Case Manager

Residenciaonline; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading finance company in the United Kingdom seeks a motivated Case Manager to efficiently manage the deal lifecycle, from initial enquiries to pay-out. Candidates should possess excellent communication skills, attention to detail, and strong organisational abilities. This full-time role requires problem-solving and the ability to work well within a team. It offers hybrid and flexible work options.

Qualifications

• A genuine passion for administrative work with a high standard.
• Strong organisational and multitasking skills.
• Confidence in working with systems and documents.

Responsibilities

• Issue indicative terms for new loan enquiries.
• Prepare Heads of Terms documents.
• Engage directly with clients and brokers.

Skills

Clear and confident communication skills

Problem-solving

Excellent time management

Attention to detail

Teamwork

Organisational skills

Strong written and verbal communication

Tools

CRM or loan management system

Job description

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

• 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

• 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

• 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.

Seniority level

Entry level

Employment type

Full‑time

Job function

Legal

Industries

Law Practice

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