Bridging Case Manager

Know how to keep a bridging or specialist mortgage case moving?

We’re recruiting an experienced Case Manager on behalf of a rapidly growing specialist lender.

Managing bridging applications from inception through to completion, you’ll be a key point of contact for brokers and work closely with underwriters to progress cases efficiently. This role would suit someone who combines strong case management skills with a proactive, commercially aware approach.

What you’ll be doing

• Managing a pipeline of bridging applications.
• Liaising with brokers to obtain outstanding documents and supporting information.
• Managing expectations, deadlines and case updates to deliver an excellent service.
• Supporting underwriters and preparing underwriting and legal documentation.
• Obtaining property information and valuation quotes.
• Maintaining accurate case records and correspondence within the CRM.
• Identifying outstanding requirements and following up to keep cases progressing towards completion.

What we’re looking for

• Previous experience managing bridging finance or specialist mortgage cases within a lender or brokerage.
• A good understanding of the lending process.
• Experience handling a high-volume caseload and competing deadlines.
• Confident broker communication and relationship management skills.
• Strong attention to detail and excellent organisational skills.
• The initiative to take ownership of cases while working collaboratively with underwriters.
• Good Microsoft Office and CRM skills.

If you’re ready to bring your knowledge & experience to a growing specialist lender, apply now or contact Charlotte Walker for a confidential conversation.