Case Manager – SME Financing & Loan Processing

TFG Capital Ltd; United Kingdom; On-site; GBP 30,000 - 40,000; Full time

Job summary

A private investment fund in the UK is seeking a full-time Case Manager based in Doncaster. In this role, you will manage the entire case process from enquiry to loan completion, ensuring thorough due diligence and compliance, while maintaining high standards of service. Strong organizational and communication skills are essential, along with experience in financial assessment. Ideal candidates will be proactive problem-solvers familiar with the UK SME market. Competitive compensation package offered.

Qualifications

• Strong organizational and case management skills to handle multiple clients effectively.
• Excellent communication and interpersonal skills for client collaboration.
• Experience with financial assessment, due diligence, and compliance processes is necessary.
• Detail-oriented with proficiency in accurate record-keeping.
• Previous experience in financial services preferred.
• Ability to prioritize tasks and meet deadlines efficiently.
• Familiarity with UK SME market dynamics is a plus.

Responsibilities

• Oversee end-to-end case management from enquiry to loan completion.
• Review funding applications and conduct due diligence.
• Liaise with borrowers and all professional parties for smooth process.
• Maintain accurate records and provide updates on case progress.
• Ensure compliance with internal policies and relevant regulations.

Skills

Strong organizational skills

Excellent communication skills

Experience with financial assessment

Attention to detail

Problem-solving skills

Time-management skills

Tools

Case management software

Job description

A private investment fund in the UK is seeking a full-time Case Manager based in Doncaster. In this role, you will manage the entire case process from enquiry to loan completion, ensuring thorough due diligence and compliance, while maintaining high standards of service. Strong organizational and communication skills are essential, along with experience in financial assessment. Ideal candidates will be proactive problem-solvers familiar with the UK SME market. Competitive compensation package offered.