Case Manger – Commercial Lending

Financial Services

You will be working with a team who has years of experience in commercial lending, with fantastic training and working in state-of-the-art offices. They are an award winning and close-knit team that is targeted on providing specialist finance solutions to both direct clients and finance professionals.

They are one of the UK’s leading specialist finance brokerages and who they want somebody who is highly organised, highly motivated with excellent communication skills and thrives under pressure.

Main Duties & Responsibilities


  • Log new enquiries into the system
  • Preparing and sending out documents to clients, such as heads of terms etc
  • Logging and scanning documents
  • Chasing clients for outstanding information
  • Liaising with lenders and solicitors by telephone to progress loan applications towards completion
  • Working closely with Senior Advisers, Compliance Manager and Director, Finance & Risk
  • Building and maintaining case files
  • Provide support to the relevant departments when necessary
  • Excel in a high-pressure environment where there are numerous deadlines to manage
  • Ensure work undertaken is compliant and meets Data Protection regulations


Key Requirements


  • Experience of working in the finance industry is required
  • Organisation skills are key for this role
  • Excellent understanding of all Microsoft Office Programmes
  • Experience of working within a professional office environment
  • Ability to work within a team as well as own your own
  • To prioritise work to manage deadlines
  • Attention to detail

If this sounds like you or you would like to discuss the role in more detail, apply below or call me on – 01612499717

Birmingham City Centre

£15,000 - £21,000 DOE


Your Consultant

Chris Thomas

Chris Thomas



Speak to Chris


Let's Work Together

At Consegna, we work hard to find the right fit for a role, promising to never settle for the easy option. Speak to one of our team today to see how we can help you.