Bridging Case Manager

Up to £35,000 + Benefits + Bonuses

Location: Mayfair

Hybrid (4 in office, 1 day work from home)

An exciting opportunity to join a boutique mortgage lender based in Mayfair, London. The successful candidate will be responsible for managing unregulated bridging loan applications from inception to completion.


  •  Liaising with borrowers, lender’s solicitors, valuers, quantity surveyors, brokers, and internal salespeople to effectively manage the lending process
  • Reviewing application forms, loan documentation, credit reports, valuation reports, bank statements, Companies House, and HM Land Registry websites
  • Preparing indicative terms and loan offer letters
  • Onboarding new investors and preparing investment memorandums for investors
  • Preparing client statements for investors and borrowers
  • Creating and maintaining reports in Excel
  • Ensuring documents assessed in line with internal policies and procedures as well as regulatory guidelines
  • Migrating loan data from Excel into a loan management system
  • Updating contacts in the CRM database
  • Managing & training future junior hires
  • Monitoring websites for industry news and statistics
  • Attending team meetings and providing loan updates to managers
  • Carrying out ad hoc duties and aiding as and when required


  • Educated to degree level or equivalent
  • Minimum 1 year experience working in a similar role at a bridge lender
  • Intermediate/advanced level of Microsoft Office applications such as Outlook, Excel, Word, and PowerPoint
  • Good work ethic and self-disciplined
  • Team player with good communication (written and spoken English)
  • Strong customer service and organisation skills
  • Analytically minded with high attention to detail and ability to multi-task
  • Ability to strict deadlines
  • Commitment to professional development


  • Holiday leave: 25 days paid annual leave in addition to bank holidays
  • Pension: Company pension
  • Dress code: Casual dress
  • Working hours: Full time, Monday to Friday, 09:30-17:30

Tagged as: Accounting/Financial/Insurance


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