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Commercial Finance Case Manager
1 month ago
Commercial Finance Case Manager
Location: Remote / UK-Based
Salary: £30,000 per annum + incentives
Employment Type: Full-time
Prime Workforce is delighted to be recruiting on behalf of Pathway Commercial Finance.
About Pathway Commercial Finance
Pathway Commercial Finance is a premium boutique brokerage specializing in commercial property and business finance solutions. We provide expert financial consulting, ensuring businesses access the funding they need efficiently and seamlessly. As we continue to grow, we are looking for an experienced and highly organized Commercial Finance Case Manager to manage deals from inception to completion.
Role Overview
As a Commercial Finance Case Manager, you will be the key coordinator between our internal Sales Manager, Loan Processing Admin, clients, and lenders. Your primary responsibility will be to oversee commercial finance applications, ensuring they are processed efficiently and successfully funded.
You will serve as the main point of contact for clients and lenders throughout the deal process, ensuring clear communication and smooth progress. You will be supported by the Loan Processing Admin, who will assist in gathering documents, liaising with lenders, and handling administrative tasks related to loan applications.
Key Responsibilities
- Oversee and manage commercial finance applications from initial submission through to completion.
- Act as the primary point of contact for clients, lenders, and internal stakeholders, ensuring smooth and timely communication.
- Work closely with the Sales Manager to ensure deals progress efficiently and meet lender requirements.
- Liaise with lenders to track applications, provide necessary documentation, and address any queries.
- Supervise the Loan Processing Admin, who will provide administrative support in managing deals.
- Ensure all required client documentation is collected, verified, and submitted accurately.
- Proactively monitor deal progress and identify potential delays or issues, taking steps to resolve them.
- Maintain accurate records of applications and communications within our internal systems (HubSpot or CRM).
- Ensure compliance with all relevant financial regulations and lender criteria.
Key Skills & Experience
- Commercial finance brokerage experience is essential.
- Strong understanding of lender requirements, financial documentation, and underwriting processes.
- Exceptional organizational and time management skills to handle multiple deals at different stages.
- Ability to communicate effectively with clients, lenders, and internal teams.
- Attention to detail to ensure accuracy in documentation and compliance.
- Experience working with CRM systems (HubSpot experience is a plus).
- Ability to work independently while collaborating effectively with a remote team.
Why Join Us
- Be part of a growing, dynamic brokerage with ambitious goals.
- Work in a flexible, remote-friendly environment.
- Play a key role in ensuring smooth deal flow and client success.
- Competitive base salary of £30,000 per annum plus incentives.
- Opportunity to work with experienced professionals in the commercial finance sector.
At Prime Workforce, we foster diversity and promote equality. We encourage applications from all areas of society and can discuss reasonable adjustments to support your application.
Legal Information:
Prime Workforce acts as an employment agency for permanent work and an employment business for temporary work. For roles in across the UK, applicants must be eligible to live and work in the UK.
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