Remortgage Case Executive

Remortgage Case Executive

Location: Leeds | Department: Remortgage | Salary: TBA

Closing date: 31 March 2020

As a result of our continued growth we are looking for experienced Remortgage Case Executives to process remortgage cases from case opening to registration of the charge, adhering to department processes and targets. As a customer focused business, the role will also involve liaising with all parties involved to provide an excellent customer journey.

Main Duties and Responsibilities 

  • Conduct a full title check of the office copies to establish what is involved in the remortgage
  • Ensure that every case / activity is worked as proactively and accurately as possible, updating all parties regularly
  • Liaise with clients/customers/3rd parties by telephone to keep them regularly and proactively updated and progress the case within SLAs
  • When a case is ready for completion you must ensure that request for funds are done in a timely manner in line with client SLAs
  • Ensure that all files are billed correctly with the appropriate fees and on completion funds are correctly issued
  • Provide support/guidance to the administrators / customer service representatives
  • First point of contact for all customers/clients/third parties being an 'ambassador' for Optima Legal
  • Work with other departments to ensure the smooth flow of documents across the business
  • Deal with any ad-hoc tasks as required
  • Provide an excellent end to end customer journey, inlcuding regular updates to your customers

 Experience (Essential)

  • Minimum of 6 months experience in a similar role 
  • Excellent communication skills both verbal and written
  • Excellent time management and organisational skills
  • Experience of working within a volume based environment and working to multiple targets
  • Ability to deal with difficult customers
  • Good keyboard skills and a basic understanding of excel/word/outlook
  • Previous experience of working within client facing environment
  • Educated to GCSE level (minimum of 5 GCSEs grades A-C)

Exeperience (Desirable)

  • Previous experience of managing daily workflow or be able to provide evidence of skills required
  • Previous experience of developing and maintaining client relationships
  • Knowledge of the remortgage process

A rewarding career...

At Optima Legal, training and development aren’t optional extras: they’re how we do our job. We will motivate you to perform at your peak, recognising your achievements and rewarding them appropriately. As well as a competitive salary, we also give you a minimum of 22 days holiday (plus Bank Holidays), company pension scheme, child care vouchers, cycle to work scheme, additional life assurance and 24/7 access to an employee assistance programme, plus many more benefits designed to suit your own personal lifestyle. All of this, in a professional and fun environment.

What we hope you will do next

Help us find out more about you by emailing your CV to