Case Manager

Case Manager | City of London, Office Based | Up to £45,000 + Discretionary Bonus

Own the file, the process and the pace - be the person brokers trust to tell them the truth about where their case really stands.

About the Company

Our client is a specialist bridging and refurbishment lender based in central London, writing short-term secured loans against residential and commercial property across England and Wales, funded through a mix of institutional lines, private investors, equity and their own managed fund. A team of around fifteen, their differentiator is speed with real substance - issuing genuine, credit-assessed conditional offers fast, and building the process discipline to back that promise up.

About the Role

As Case Manager, you will take ownership of each file from the moment a broker confirms they are proceeding, managing quotes, KYC, valuations, the legal workstream and completion, through to handover to portfolio management. Underwriters own the risk decision - you own the process, the file and the pace. This is a genuinely hands-on role within a small, fast-growing lender, with case management widely seen as the natural route into underwriting.

Key Responsibilities

• Take ownership of the file from the moment a broker confirms they are proceeding, staying the constant point of contact through to completion
• Obtain valuation and legal quotes, select the panel solicitor and present terms to the broker
• Run KYC, AML and identity checks for borrowers and guarantors, and keep an accurate record of outstanding conditions
• Instruct and manage panel valuers and, on refurbishment cases, the relevant monitoring professional
• Prepare the groundwork for the credit paper and arrange the borrower call
• Lead the legal work stream end-to-end, chasing solicitors and surfacing problems early
• Escalate anything affecting security, loan structure or the lender's position to the underwriter before communicating with brokers or solicitors
• Complete pre-completion checks and manage a smooth, well-communicated completion day, then prepare a full handover to portfolio management

Package

• Up to £45,000 basic salary
• Discretionary end-of-year bonus
• Standard pension
• 25 days annual leave
• Office-based in the City of London

Skills & Experience

• At least one year's experience in case management, loan administration or completions at a bridging, development or specialist property lender - or in a brokerage running short-term secured cases through to completion
• Practical knowledge of the short-term secured lending lifecycle: conditional offers, valuations, legal charges, conditions precedent/subsequent and drawdown
• KYC and AML experience in a regulated lending environment
• Confident, professional telephone manner, with clear written English for broker and solicitor correspondence
• Comfortable managing a full, variable caseload under sustained pressure
• Solid Excel skills

Why Apply?

Case management is the natural route into underwriting here - those who run a disciplined pipeline and show sound judgement on escalation are developed towards underwriting or senior case management, in a small team where progression is driven by capability rather than waiting for a vacancy.

Interested in finding out more?

Apply now or get in touch confidentially to discuss this Case Manager opportunity.