To conduct legal matters on behalf of clients and to support the Re-mortgage team manager as and when required by carrying out tasks that are delegated. To develop skills and abilities to progress and to develop into the full requirements of a Case Handler role.
This role involves but is not limited to:
- To work with team members to ensure the highest level of Customer Service is maintained at all times
- To organise and prioritise individual caseloads in order to meet the firms and industry targets
- To respond to client enquiries in a manner conducive to the promotion of business and personal relationships and to ensure that client expectations are met
- To deal promptly and effectively with all correspondence relating to the matters with which you have conduct. To ensure that any matter that requires the attention of a Manager is brought to their attention promptly.
- To be flexible in terms of working hours and be in attendance as required, catering for the needs of clients and the practice as a whole
- To process all data and information in accordance with the firm’s confidentiality procedures and data protection requirements
- Following file opening procedures
- Logging on incoming post details
- Filing/scanning and photocopying
- Liaising with lenders and mortgage brokers
- Answering phone calls promptly and taking messages
- Drafting and proof-reading of Deed of Postponements
- Drafting and proof-reading of Transfer of Equity’s/Assents
- Drafting and submitting SDLT’s to Inland Revenue.
- Supporting Case Handlers in dealing with unregistered properties
- Supporting Case Handlers with Shared Ownership properties
- Supporting Case Handlers in dealing with Islamic Mortgages
- Supporting Case Handlers in dealing with Indemnity Policies.
- Obtaining official copies and documents from the Land Registry/LMS as appropriate
- Title checking whether property is freehold or leasehold/name and address match, restrictions and other non-standard issues
- Requesting and frequently chasing redemption from mortgage lenders
- Chasing outstanding documents from borrows/brokers by phone and letter (where applicable)
- Checking redemption statements for penalties, shortfalls and sending copies to borrowers
- Taking shortfall payments adhering to money laundering regulations and the Firm’s policies.
- Chasing discharge documents from mortgage lenders, sending discharge documents to the Land Registry, dealing with overpayment cheques within our post completion procedures.
- Processing data accurately and effectively on the case management system as required.
- Processing all data and information in accordance with the firm's confidentially procedures and data protection requirements.
- Chasing various documents by phone to enable a file to be booked in for completion.
- Within our booking in process, updating the system, confirming completion date with borrower, dealing with and obtaining shortfalls by phone.
- Performing daily Completions.
- Submitting applications to Land Registry and dealing with any requisitions raised
- Notices to management companies/landlords - serving and issuing cheques.
Requirements:
· IT Skills
· Good communication and professional telephone manner
· Proactive approach to work
· Excellent attention to detail
· Good organisational skills
· Ability to work well under pressure and to tight deadlines
· Ability to work well independently and as part of a team
Company Core Values:
Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
Integrate: Bring together people and systems into a cohesive force
Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage
