Commercial Case Manager

An exciting opportunity has arisen within a well-established, independent financial services business for an experienced Commercial Lending Case Manager. This is a pivotal role at the heart of a high-performing team, offering the chance to make a real impact in a fast-paced, client-focused environment.

Our client is a large, independent business-to-business finance broker operating across a diverse portfolio of commercial finance products. Their offering spans commercial mortgages, asset finance, company buyouts, refinancing solutions, and more. Renowned for tailored financial solutions and consistently high service standards, they have built a strong market reputation through a dynamic, collaborative culture and an unwavering commitment to client excellence.

• Salary: £40,000 £ 45,000 DOE
• Perkbox discounts, cashback & rewards (Day
  1)
• Life assurance (3x salary)
• Employee Assistance Programme
• Royal London pension (after 3 months)
• Healthcare cash plan (post-probation)
• Private health insurance (role dependent)
• Salary sacrifice car scheme (role dependent)
• Enhanced maternity & paternity pay
• Free parking on site
• Complimentary drinks, breakfast & fruit
• 21 days holiday rising to 24 with service
• 3 additional days off over Christmas
• Up to 3 unused holiday days carried over annually

Reporting into the wider lending team, the Commercial Lending Case Manager will take ownership of a portfolio of cases from initial enquiry through to successful completion. You will serve as the primary point of contact for both customers and professional introducers, playing a central role in driving positive outcomes and upholding the organisation s high service standards.

• Managing a portfolio of lending cases from initial enquiry to completion.
• Acting as the primary point of contact for customers and professional introducers, maintaining regular communication and providing timely updates throughout the process.
• Building and managing strong relationships with all stakeholders to ensure high levels of customer service and satisfaction.
• Liaising with lenders, solicitors, and other relevant parties to facilitate the smooth progression of cases.
• Preparing and reviewing key documentation including debentures, deeds of priority, and title deeds.
• Conducting thorough due diligence and ensuring compliance with lending criteria and applicable regulations.
• Providing proactive relationship management support, resolving queries promptly and identifying opportunities to enhance the client experience.
• Contributing to process improvement initiatives and supporting the wider team s success

Proven experience in banking, lending or commercial finance within case processing or case management capacity

• Familiarity with debentures, deeds of priority, and title deeds is highly advantageous.
• Strong organisational skills with the ability to manage multiple cases simultaneously and to deadline.
• Exceptional communication and interpersonal skills, with a genuinely customer-focused approach.
• A track record of delivering high-level customer service and building lasting professional relationships.
• A proactive mindset, keen attention to detail, and a collaborative approach to work.