Trainee Specialist Case Handler

4 weeks ago

Bishop's Stortford, United Kingdom Taylor Rose Full time

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.

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:
**Aspirations**:To be the best that you can, motivated to do things better, works smarter not harder, embraces changes, learns form mistakes, takes an interest in the vision of the business

**Integrity**: Open and honest, shows respect, admits mistakes, looks at ways to improve and share ideas

**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

**Commitment**: Relationships for the long-term

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