Case Manager

High deal ownership | Cross-team collaboration | End-to-end case management | Career progression opportunities

If you’re seeking a role where you can take full ownership of case progression while building expertise in specialist lending, this Case Manager position offers the chance to manage cases from initial enquiry to underwriting. You’ll work closely with sales and internal stakeholders, ensuring smooth, efficient, and compliant processes.

You’ll thrive in a fast-paced, collaborative environment where attention to detail, relationship management, and problem-solving are critical. The role allows you to make a tangible impact on deal outcomes while developing your professional expertise as a Case Manager.

Package & Benefits for the Case Manager:
• Salary £30,000–£35,000 per annum.
• Generous and increasing holiday allowance, with options to buy or sell leave.
• Comprehensive benefits including life assurance, income protection, healthcare cash plan, and wellbeing initiatives.
• Inclusive, values-driven culture with structured behavioural framework and dedicated mental health support.
• Career development via digital learning and a clear progression path.

About the Company for the Case Manager:
You will be joining a specialist UK lender focused on providing tailored property finance solutions. The company values compliance, collaboration, and high-quality service, creating a supportive environment for Case Managers to grow and succeed.

Key Responsibilities for the Case Manager:
• Manage cases from initial enquiry through to underwriting, ensuring all documentation and due diligence is complete.
• Liaise with internal teams and external stakeholders to progress deals efficiently and within SLA.
• Conduct background checks and verification in line with internal policies and regulatory requirements.
• Maintain accurate records in CRM and update all stakeholders on case progress.

About You
• Experience within bridging finance or a similar B2B lending environment.
• Background in case management, sales support, or deal coordination within financial services.
• Experience handling due diligence and progressing regulated or unregulated finance cases.

If you have experience in roles such as Sales Support, Case Handler, Mortgage Administrator, Lending Administrator, or similar within financial services, we would be keen to hear from you.

This Case Manager role is ideal for professionals looking to grow their career, take ownership of cases, and make a meaningful contribution to a growing lending business.

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