Finance Administrator
Job Description
Our client is a leading UK commercial finance brokerage that helps businesses, investors, and property developers access tailored funding solutions. Working with an extensive panel of specialist lenders, they provide expert guidance across commercial mortgages, bridging finance, development finance, asset finance, business loans, invoice finance, and other bespoke funding solutions.
As the business continues to grow, they are looking for a highly organised Commercial Finance Case Manager to join their remote operations team and play a critical role in managing funding applications from enquiry through to completion.
This is an excellent opportunity for someone who enjoys working in a fast-paced financial services environment where attention to detail, client service, and relationship management are essential.
The Opportunity
As a Commercial Finance Case Manager, you'll be responsible for coordinating the end-to-end administration of commercial lending applications, ensuring each case progresses efficiently while delivering an exceptional client experience.
You'll work closely with brokers, lenders, solicitors, valuers, and clients, acting as the central point of coordination throughout the funding process.
This role would suit someone with previous experience in commercial finance, mortgage administration, lending operations, banking, or financial services who thrives in a structured, detail-oriented environment.
Key Responsibilities
- Manage commercial finance applications from initial enquiry through to successful completion.
- Prepare, package, and submit lending applications to a broad network of UK lenders.
- Gather, review, and verify supporting financial and legal documentation.
- Maintain regular communication with clients, providing updates throughout the lending process.
- Liaise with lenders, solicitors, valuers, surveyors, and other stakeholders to ensure smooth case progression.
- Monitor application milestones and proactively follow up on outstanding requirements.
- Prepare documentation for underwriting and lender review.
- Accurately maintain CRM records and case management systems.
- Support Commercial Finance Brokers with administrative and operational tasks.
- Ensure applications are processed efficiently while maintaining exceptional levels of accuracy and compliance.
- Deliver an outstanding customer experience through proactive communication and professional service.
What We're Looking For
Essential Experience
- Minimum 3 years' experience in one or more of the following:
- Commercial Finance
- Mortgage Administration
- Banking Operations
- Lending Administration
- Financial Services
- Property Finance
- Loan Processing
Essential Skills
- Excellent written and verbal English communication skills.
- Exceptional organisational and time-management abilities.
- Strong administrative background.
- Outstanding attention to detail.
- Ability to manage multiple cases simultaneously.
- Comfortable working independently in a fully remote environment.
- Professional and confident telephone manner.
- Experience using CRM systems.
- Strong Microsoft Office skills (Word, Excel and Outlook).
Desirable Experience
Experience with any of the following would be highly advantageous:
- UK Mortgage Administration
- Commercial Mortgages
- Bridging Finance
- Development Finance
- Asset Finance
- Business Lending
- FCA-regulated environments
- AML & KYC compliance
- Working with UK lenders, solicitors and surveyors
- Case management within UK financial services