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Portfolio Case Manager - Liverpool

Job Type

Bridging Finance

About the Role

Portfolio Case Manager 
Bridging Finance 
Liverpool / Hybrid

We are pleased to be working with a fantastic award-winning, short-term lender in Liverpool, on their search for a Portfolio Case Manager to join the team. 

The purpose of this role is to manage customer enquiries relating to the servicing and management of their bridging loan.  

Ref 52061081



Key responsibilities: 

  • To be the first point of contact on all servicing matters for customers. 

  • To process and manage requests from customers that may vary their original agreement. 

  • To maintain a pipeline of enquiries, becoming the customers contact point for their application. 

  • To issue a timely and quality response to all enquiries. 

  • To manage and process these enquiries in accordance with policies and procedures. 

  • To manage customer accounts nearing the end of their terms, ensuring funds are repaid on time.  

  • To complete referrals to business support, escalating concern cases in accordance with policy. 

  • To maintain accurate customer records across the company’s databases and systems 



  • Experience in a financial setting is desirable. 

  • Strong experience of Microsoft Office.  

  • Excellent people and relationship building skills, across all seniority levels.  

  • Detail-oriented and with strong analytical skills.  

  • Ability to work well as part of a team, driven, relentless and a proven closer.  

  • Passionate approach to customer experience.  

  • An eye for building new processes and challenging the status quo.  

  • Love to solve problems and be challenged.  

  • To be a constant learner.  

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