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Case Manager - Bridging Finance

KFS Recruitment
Closing date
24 Jun 2022

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Contract Type
Full Time
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Case Manager

Bridging Finance


We are very pleased to be working with a number of Lenders within London on their search for Case Managers to join the business, covering Bridging finance.

Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous.

Key Responsibilities:
  • Support to Specialist Consultant in the processing of specialist lending applications
  • Call handling and monitoring as part of the team
  • Providing support to routine administrative tasks, including data inputting and processing
  • Assisting correspondence between the sales team and introducers
  • Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner
  • Liaising with lenders and third parties on behalf of the consultants
  • Complete MI tracking and business case level monitoring
  • Booking appointments and managing the diary of the colleagues when requested
  • Undertaking basic administrative duties across the business
  • Booking appointments with lenders and clients where appropriate

Skills / experience required:
  • Motivated and focused self-starter who has the ability to learn new skills quickly
  • Strong organisational and communication skills
  • Detail oriented with commercial awareness of business requirements
  • A strong grasp of written English
  • Excellent proof-reading skills
  • Computer literate in Word, Excel and PowerPoint
  • The motivation to go above-and-beyond for our customers
  • Able to provide excellent customer service
  • The computer and numeracy skills needed to excel in a highly regulated environment
  • A flexible approach to work, and the ability to work well as part of a dynamic team
  • Positive attitude with a strong desire to learn and progress
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