Remortgage Senior Case Executive

Remortgage Senior Case Executive

Location: Leeds | Department: Remortgage | Salary: TBA

Closing date: 31 March 2020

Due to our continued growth, we have an exciting opportunity in our Remortgage Department for a Senior Case Executive.  As part of our established Remortgage team you will be responsible for processing Remortgage cases from case opening to registration of the charge, ensuring that any complexities are dealt with, whilst adhering to department processes and targets.  As a customer service professional, you will also liase 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
  • Any complexities identified on the office copies must be dealt with in accordance with client SLAs
  • 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 issued correctly
  • 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 service keeping your customers up to date with progress

Experience (Essential)

  • Minimum of 12 months experience in a Remortgage/Conveyancing role
  • Previous experience of Title Checking  
  • Knowledge of the remortgage process
  • 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)

Experience (Desirable)

  • Previous experience of managing daily workflow or be able to provide evidence of skills required
  • Previous experience of developing and maintaining client relationships
  • Previous experience in a similar role dealing with Title Complexities

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 recruitment@optimalegal.co.uk