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Post Exchange Executive

3 months ago

Swansea, City and County of Swansea, United Kingdom Dezrezlegal Full time

Job Title:

Post Exchange Executive

Department:

PEX Team Dezrezlegal

Location:
Swansea, SA1. Office based role.

Term:
Permanent

Salary:
To £22,000 (depending on experience)

A bit about us:

Dezrezlegal are an independent legal firm who help people buy, sell and remortgage homes across England and Wales.

We market both directly to members of the public and via referral relationships with industry professionals and panels to generate growth.

We're looking for the right person to join our close-knit team, representing our business and providing excellent support to our industry partners, customers, and teams.


Main Purpose of the Role:

The Post Exchange Executive will be responsible for:

  • The production of completion bundles
  • Communicating with clients in relation to the completion process
  • Dealing with completion paperwork and associated tasks
  • Closing down completed files and ensuring all remaining bills & balances have been cleared
  • Archiving files
  • Providing additional support to identified clients
  • Assisting with a Post Completion workload
  • Other tasks deemed appropriate by your line manager
1 years' experience of a live file load in a residential conveyancing environment is essential. The role is dependent on the ability to establish relationships quickly, manage expectations, and contribute positively to our team.

All our team members must be focussed on meeting the needs of our customers and have a drive and hunger to deliver the highest level of customer service.

This role will accommodate the progression to Licensed Conveyancer for those currently studying.

Key Responsibilities:

  • To always provide the highest level of customer care to clients and industry partners.

To undertake the production of completion bundles:
a) Client Bills

b) Client Completion Statements

c) Associated Payment Request Forms

  • Collaborate with the Accounts Department to ensure the efficient completion of your selected files, to include where necessary the authorisation of funds through the company client account.
  • Appropriately submit Stamp Duty Land Tax ('SDLT') and Land Transaction Tax ('LTT') Returns.
  • Appropriately deal with any leasehold requirements (where appropriate) to include, but not limited to the preparation and service of notices of assignment/charge, dealing with Deeds of Covenant formalities and dealing with transfer of shares in management companies.
  • Effectively and empathetically communicate with clients to ensure the best completion experience possible.

To close down completed files:
a) Ensuring all relevant policies have been ordered

b) Ensuring all completion paperwork and related documentation has been dealt with

c) Ensuring all outstanding bills & balances have been cleared

d) Archiving the completed file in line with company policy

  • To deal with the verification and release of Service Charge Retentions.
  • To provide additional support to clients identified as requiring assistance as a result of additional client care needs or on expedited files
  • To provide assistance to the Post Completion Manager
  • To undertake related tasks as your line manager sees fit
  • To participate in the generation of ideas for the improvement of the service
  • To maintain accurate and up to date records on our bespoke internal case management system at all times for the benefit of all parties and team members.

PERSON SPECIFICATION

Job Title:

Post Exchange Executive

Department:

Dezrezlegal

Criteria required for the role.

Educational Qualifications

Essential

  • C or above GSCE or equivalent in English and Maths.

Experience

Essential

  • 1 years' experience in a live residential conveyancing environment

Technical Skills

Essential

  • Basic IT skills including proficiency in MS Office specifically Word and Excel

Skills and attributes

Essential

  • Sound conveyancing knowledge from instruction to completion.
  • Strong and confident communication skills.
  • The ability to build rapport quickly with a variety of people.
  • Excellent organisational skills.
  • Positive and enthusiastic personality.
  • Ability to work as an individual and within a team.
  • Willingness to 'get involved'
  • Customer service orientated.
  • Committed to delivering excellent results.
  • Common Sense please :)

Salary:
Up to £22,000.00 per year

Benefits:

  • Additional leave
  • Casual dress
  • Company events
  • Company pension
  • Health & wellbeing programme
  • Paid volunteer time
  • Referral programme

Schedule:

  • Monday to Friday

Work Location:
In person