Commercial and Development Case Manager

Job title: Commercial and Development Case Manager
Location: London
Industry: Financial Services
Salary: £30,000
Reference: 1608
Contact name: Jodie Murray
Contact email:

Job description

My client is a professional and ambitious organisation with a strong people-first culture and they are looking for a Case Manager with commercial and development finance to join their team. 


  • Complete the underwriting process from application submission through to completion.
  • Check applications meet the criteria of the requested product and clients needs.
  • Checking the validity and acceptability of documents sent in with the application against lenders criteria.
  • Assess proof of ID, Mortgage history, Equifax search, Proof of Income, Affordability, etc. in accordance with company and FCA procedures, and updating the system accordingly.
  • Ensure workload is serviced to internal timeframes
  • Undertaking additional duties as and when required within the team.
  • Working in line with our FCA regulatory requirements, including but not limited to the Data Protection Act, Data Security and Anti Money Laundering procedures.
  • Provide day to day administrative support to the Specialist Consultants and across the business as required.
  •  Provide day to day support and assistance to our existing Case Managers



  • Financial services background with preferably, a good understanding of commercial and development finance 
  • Motivated and focused self-starter who has the ability to learn new skills quickly
  • Strong organisational and communication skills
  • Detail oriented with commercial awareness of business requirements
  • A strong grasp of written English
  • Excellent proof reading skills
  • Computer literate in Word, Excel and PowerPoint
  • The motivation to go above-and-beyond for our customers
  • Able to provide excellent customer service
  • The computer and numeracy skills needed to excel in a highly regulated environment
  •  A flexible approach to work, and the ability to work well as part of a dynamic team
  • Positive attitude with a strong desire to learn and progress


Company Benefits

25 days holiday per year plus bank holiday plus birthday and company pension scheme · 6 month induction and probation (bonus scheme available on completion of probation)


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).



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