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bristol, United Kingdom Ultimate Finance Full timePOSITION: 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...
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Bristol, United Kingdom Ultimate Finance Careers Full timePOSITION: Case ManagerDEPARTMENT: Ultimate Bridging FinanceRESPONSIBLE TO: Head of Bridging FinanceLOCATION: Nationwide. Hybrid and flexible work options available.OverviewWe 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...
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Bristol, United Kingdom Ultimate Finance Full timePOSITION: 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 motivatedCase Managerto join our dynamic bridging finance team. This role is integral to the success of the deal lifecyclefrom initial enquiry...
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Case Manager
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Bristol, United Kingdom Ultimate Finance Full timePOSITION:Case ManagerDEPARTMENT:Ultimate Bridging FinanceRESPONSIBLE TO:Head of Bridging FinanceLOCATION: 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 xpwpeyx...
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Case Manager
1 week ago
Bristol, United Kingdom Ultimate Finance Full timePOSITION:Case ManagerDEPARTMENT:Ultimate Bridging FinanceRESPONSIBLE TO:Head of Bridging FinanceLOCATION: 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 xsabvtc...
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Case Manager
1 week ago
Bristol, United Kingdom Ultimate Finance Full timePOSITION:Case ManagerDEPARTMENT:Ultimate Bridging FinanceRESPONSIBLE TO:Head of Bridging FinanceLOCATION: 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 xwwtmva...
Case Manager
2 weeks ago
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 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 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 that recruitment agencies not be contacted. Thank you. #J-18808-Ljbffr
