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Case Handler

3 months ago

Bishop's Stortford, Hertfordshire, United Kingdom Taylor Rose MW Full time

Taylor Rose MW are a Top 60 Law Firm, looking for a Trainee Case Handler to join the Remortgage Team and begin their legal career.

This role is ideal for anyone interested in kick starting their legal career.

It gives a great insight into the legal industry, as well as offering practical experience in a Top 60 Law firm.

This role offers high progression potential, as well as full trainingon the job. No previous experience required.

The role involves supporting the re-mortgage team with administrative duties, as well as conducting legal matters on behalf of clients with the support of senior members of the team.

The role will enable you todevelop skills and abilities to progress into a Case Handler role, managing a full case load independently.


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 cooperate with the Team Manager & Operational Managers and carry out work as directed by them. To ensure that any matter that requires the attention of a Manager is brought to their attention promptly.
  • To process all data and information in accordance with the firm's confidentiality procedures and data protection requirements.
  • Answering inbound phone calls promptly and updating on the status of the case. Be proactive in advising the next steps and what is required to progress the case.
  • Making outbound calls, liaising with lenders, mortgage brokers & third parties (where applicable).
  • Ensuring the online portal is kept up to date, replying to online portal messages
  • Obtaining official copies and documents from the Land Registry.
  • Title checking whether property is freehold or leasehold/name and address match, restrictions and other nonstandard issues.
  • Requesting and frequently chasing redemption statements from current mortgage lenders. Checking redemption statements for penalties and identifying if any shortfall.
  • Processing post on a daily basis which will include checking documents, mortgage deed, ID, insurance and questionnaires.
  • Chasing outstanding documents from borrowers/brokers by phone, online portal and letter (where applicable).
  • Liaising with the borrower to agree a completion date prior to requesting funds from the lender. Calculate the final figures in readiness for completion.
  • Processing data accurately and effectively on the case management system.

Requirements:

  • Strong IT Skills
  • Strong communication skills both written and verbal
  • Proactive approach to working
  • Excellent attention to detail
  • Good organisational skills
  • Ability to work under pressure and to tight deadlines
  • Work to targets.
  • Upselling of additional products
  • Team player
  • Ability to work independently and within a team
  • Flexible and adapts well to change.

Company Core Values:
-
Aspirations:To be the best that you can, motivated to do things better, works smarter not harder, embraces changes, learns from mistakes, takes an interest in the vision of the business
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Integrity: Open and honest, shows respect, admits mistakes, looks at ways to improve and share ideas
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Innovation: Creative and Dynamic, Adaptable to change, seeks ways of doing things better, get involved with work that makes a difference, continuously learns new things for personal development
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Commitment: Relationships for the long-term