Internal Sales/Case Manager - Bridging Finance

About The Role

Let’s grow together!

A Platinum Investors in People employer and an award-winning UK bank, focused on growth. Our customers include savers and businesses across the UK and, working together, we use our specialist expertise to help them achieve their ambitions and build a sustainable future. If you’re an experienced Internal Sales/Case Manager looking for an opportunity to grow in a friendly environment, we’re looking for you!

We’re flexible, inclusive, committed to your wellbeing and passionate about you reaching your potential. Let’s grow together …

What You’ll Be Doing

• Assess initial deal viability against lending criteria.
• Provide indicative terms and structure deals in line with business appetite.
• Build and maintain strong relationships with introducers and intermediaries.
• Manage bridging loan cases from application to completion.
• Package deals for credit approval with clear summaries and supporting information.
• Act as the main point of contact for brokers/clients throughout the lifecycle.
• Deliver high levels of customer service and maintain strong relationships.

About You

What you’ll bring to the team

Essential

• Experience in bridging finance, specialist lending, or property finance.
• Strong understanding of the bridging loan lifecycle.
• Excellent organisational and time management skills.
• Strong communication skills (written and verbal).
• Ability to manage multiple cases simultaneously in a fast-paced environment.
• Good attention to detail and problem-solving ability.

Desirable

• Experience working with brokers/intermediaries.
• Knowledge of property transactions (auctions, refurbishments, development exits).
• Familiarity with CRM and case management systems.
• Understanding of underwriting principles and risk assessment.

Even if you don’t meet all the criteria, we encourage you to apply. At Paragon, we value diversity and we’re excited to hear from passionate individuals like you! If you’re ready to contribute to the team, please apply.

Further information on the role can be found in the Purpose and Performance Profile (PPP), which is downloadable on this page.

Please note, applicants must have the right to work in the UK. We do not offer visa sponsorship.

Working hours

Hybrid working 37.5 hours per week – Monday to Friday. (2-3 days in the office)

Inclusion

As a Disability Confident Employer, we want to ensure that our vacancies are accessible for everyone. If you have a disability, long term health condition or are neurodiverse and need us to adjust our recruitment process please get in touch with our recruitment team.

What can we offer you?

• Generous Holiday Allowance: Starting from 27 days and climbing to 30, you also get to enjoy a day off for your birthday, Christmas Eve, and New Year’s Eve. You can also buy or sell up to a week’s leave
• Share Save Scheme: Annually, you have the opportunity to buy shares in Paragon at a discounted rate
• Profit Related Pay: We share some of our annual profit with our eligible employees
• Pension Plan: We contribute up to 10% of your annual salary towards your pension
• Family Friendly policies : We offer enhanced parental pay and paid time off for fertility treatment
• Employee Discounts: Enjoy exclusive discounts on entertainment, travel, shopping, motoring and more
• Volunteering Day: Contribute to causes you care about with one volunteering day per year
• Life Assurance and Personal Accident Cover
• Private Medical Iunrance - Single Cover

Be flexible

We promote flexibility around how and where we work so that you can achieve a healthier work-life balance. We operate hybrid working, splitting our week between the office and home. We are also open to discussing flexible working, job shares and part time options.

Be yourself

As an equal opportunities employer, we welcome diversity and care about inclusion. That’s why we want you to be your whole self at work. We believe an inclusive workplace is good for each of us, great for our customers and better for our business. Our Equality, Diversity and Inclusion Network meets regularly to share challenges, experience, and ideas to build a more equal, diverse, and inclusive business.

Be heard

We listen to your point of view, with our People Forum and regular employee surveys making sure you can use your voice and influence our future.

Be well

We will give you access to a range of tools and resources to support your wellbeing. This will include a digital GP service via our free Employee Assistance Programme, access to our Wellbeing team to connect you with the help you need to get more out of life and our Vitality at Work programme to provide you with discounted gym membership, fitness equipment and another multitude of wellbeing services.

Be better

We want you to reach your potential and, as a Platinum Investors in People employer, we’ll encourage you to learn and develop by building a personalised development plan together with your manager.