Bridging Case Manager

This is a remote position.

Bridging Case Manager

Fully Remote (Must be based in the UK)

Are you an experienced Bridging Case Manager? Ready to use next-gen technology to process applications more quickly and efficiently?

We have an exciting opportunity with one of our exclusive clients.

Our client isn't just a household name—they're pioneering the future of financial advice. As a rapidly expanding disruptor in financial services that has tripled in size over the last four years , they're redefining what's possible in the financial industry through innovation and client-focused solutions.

Our client's proprietary cutting-edge platform, developed by industry experts, eliminates the traditional struggle for new business, allowing you to focus on what you do best.

Working within a team of 180+ professionals across the UK and consistent month-on-month growth, this isn't just a job - it's joining a success story in the making.

Due to year-on-year growth my client is actively seeking experienced and ambitious Secured Loan Advisors to join their successful team and contribute by looking after direct applicants from enquiry through to completion/paid out.

Role Overview:

As a Bridging Case Manager, you’ll play a crucial role in packaging the right products for a continuous stream of customers.

Your key responsibilities will include:

• Fully verifying each case at the ‘Pack In’ stage to meet lender requirements for the recommended product.
• Producing a comprehensive list of case requirements for the client’s adviser to communicate to the client.
• Ensuring each case requirement is clearly understood by the client’s adviser.
• Managing all client correspondence from the ‘Pack In’ stage and processing any received documentation.
• Maintaining and organizing your client case list and daily workflow meticulously.
• Delivering a consistent conversion rate from ‘Pack In’ to ‘Funded’.
• Working closely with Bridging Advisers to keep them informed of each case’s status.
• Ensuring submitted cases meet all potential Lender Requirements and are processed within the appropriate Lender service level agreements.
  

Requirements

To excel in this role, you’ll need:

• 2+ years experience in the Bridging and Commercial mortgage industry, preferably in case management (packaging/processing) or administration.
• Ability to manage multiple customers proactively and efficiently in a fast-paced environment.
• Dedication to providing each customer with the care, attention, and support they need through the often stressful process.
  

Benefits

You’ll become part of a smart, innovative, and industry-leading company. Benefits include:

• Market-leading salary reflecting your skills and value.
• Monthly bonus scheme.
• 21 days holiday, plus Bank Holidays (with an extra day for each year of service, up to 25 days plus bank holidays).
• Monthly Perkbox perks: great deals on holidays, shopping, cinema tickets, car rental, and more.
• Pension with True Potential Investor.
• BUPA health insurance.
• Regular team socials.
• Permanent work-from-home setup with all IT equipment provided.

Sound good? We’d love to hear from you.