Job Description

Role Overview

We are looking for a

highly organised and commercially minded Case Manager

to support our underwriting and deal execution function.

This role is ideal for either:

A

Case Manager with a minimum of 3 years' experience

in property finance,

or

A

recent graduate

looking for their

first role in finance

, with strong organisational skills and a genuine interest in property and lending.
You will play a key role in managing cases from enquiry through to completion, ensuring deals move efficiently, accurately, and under tight deadlines.

Key Responsibilities

1. Case Management & Workflow Control

Manage multiple live cases simultaneously from enquiry to completion. Ensure all documentation is accurate, complete, and submitted on time. Maintain clear case notes and updates across internal systems. Prioritise tasks effectively in a fast-paced, deadline-driven environment.

2. Process & Workflow Support

Follow and help improve structured processes to ensure a smooth case journey. Assist in streamlining internal workflows to improve turnaround times. Think creatively and proactively to resolve issues that may delay completion.

3. Stakeholder Liaison

Act as a key point of contact between brokers, lenders, solicitors, valuers, and surveyors. Chase outstanding items and manage expectations professionally. Communicate confidently both verbally and in writing with all parties involved.

4. Underwriting Support

Work closely with the Head of Underwriting on deal progression. Support credit assessments, deal structuring, and lender submissions. Help identify potential risks early and assist in finding solutions.

What We're Looking ForEssential

? Highly organised with the ability to prioritise tasks effectively
? Strong commercial awareness and a "business brain"
? Fully computer literate (CRM systems, email, document management, Excel)
? Confident communicator, both written and verbal
? Able to work well under pressure and to tight deadlines
? Proactive, solutions-focused, and able to think outside the box

Experience

Option 1:

Minimum

3 years' experience

in property finance, case management, underwriting support, or a similar role

Option 2:

A

graduate

with strong attention to detail, drive, and an interest in finance/property
(Experience in bridging finance, development finance, or buy-to-let is advantageous but not essential for graduates.)

Job Type: Full-time

Pay: 28,000.00-37,000.00 per year

Benefits:

Company pension
Ability to commute/relocate:

Broxbourne EN10 7HY: reliably commute or plan to relocate before starting work (required)
Work Location: In person