About us
Clinch Bridging Finance is a non-bank lender in Australia, specialising in providing fast, easy, and flexible bridging finance.
With offices in Sydney, Melbourne, and Brisbane, complemented by a dedicated sales team across the country, we are committed to delivering quick, reliable bridging finance to meet our customer’s needs.
Backed by a strong balance sheet, a proven business model, and an experienced team, Clinch Bridging Finance has earned a reputation for delivering fast, easy and affordable bridging finance.
The Role
As a Case Manager, you’ll act as the key point of contact for borrowers, brokers, and internal stakeholders once an application has been introduced. Your role is to manage the deal through to settlement and provide ongoing support throughout the life of the loan application process. You’ll proactively follow up on outstanding items, ensure timelines are met, and maintain a positive customer experience throughout the process.
This is a desk-based role with a strong relationship management component. You will work closely with the credit, settlements, and business development teams to deliver a seamless and timely bridging finance solution.
Key Activities
You will be responsible for:
• Pipeline Management – oversee and manage a portfolio of active applications and settled loans, ensuring all milestones and deadlines are met.
• Customer and Broker Liaison – act as the main point of contact for borrowers and brokers post-submission, responding to queries and guiding them through the process.
• Relationship Management: maintain ongoing relationships with borrowers and introducers, providing high-touch service and regular updates.
• Internal Coordination – liaise with credit and settlements teams to ensure files are progressing and issues are resolved quickly.
• Data Accuracy – ensure CRM and loan management systems are up to date with all relevant notes, statuses, and correspondence.
• Outbound calls to brokers to follow up applications and book appointments with our BDMs.
Skills & experiences you’ll bring the team:
• Experience in a similar role in financial services, ideally within a non-bank or mortgage manager
• Understanding of bridging loans or home loans preferred but not essential
• Proven ability to provide exceptional client experience
• Confidence to make outbound calls to broker and customers
Key attributes that will lead to your success:
• Excellent communication skills – written, verbal, and interpersonal
• Organised, methodical, and highly responsive
• Proactive approach to managing tasks and solving problems
• Ability to manage multiple transactions and stakeholders at once
• Tech-savvy, comfortable using CRM and workflow systems
• Team-oriented with a hunger to work in a fast-paced, high performance environment
• Confidence to make outbound calls to third parties and customers.
We appreciate all applications however only shortlisted candidates will be contacted for the next stage.
