Technical Remortgage Caseworker

7 months ago

Leicester, United Kingdom Knights Full time

The postholder will be required to manage a complex caseload and handle their own telephone calls in relation to their high volume caseload. The tasks and duties listed below are intended to describe the general nature and responsibilities of this role. They are not intended to be an exhaustive list and the post holder is expected to undertake any reasonable request from a Partner, Team Leader or other appropriate Manager.

**1. Case Management**
- An ability to manage a high volume caseload of a minimum of 180 new Technical Non Fast Track Remortgage instructions per month to include Transfers of Equity, defective title, Deeds of Postponement, complex restrictions, estate rent charges, shared ownership with staircasing and any other technical work required
- Liaise with the client and borrower and other external where necessary
- Carry out a title investigation
- Draft appropriate legal documentation where required
- Deal with title indemnity insurance policies where required
- Carry out identification checks
- Process incoming post within agreed Service Level Agreements
- Request and chase any items/responses from third parties which are required to complete technical work
- Check leases including shared ownership and liaise with freeholders, management companies & registered providers.
- Check other title documents including estate rent charge deeds
- Set a suitable date for completion in accordance with the client and borrower requirements
- Assist with post completion matters and ensure the client’s charge is secured as a first legal charge
- Keep all parties in the transaction up to date at all times such as client, introducer, borrower or broker
- To provide technical assistance to other members of the department as and when required
- Deal efficiently and effectively with telephone calls made by the client, borrower or third party
- To refer technical issues to the team leader promptly
- Provide additional support to fee earners and caseworkers during times of peak workloads or in the absence of other colleagues as instructed by the Team Leaders or Managers

**2. Quality Management**
- Ensure the case management system is used to process all relevant aspects of the transaction;
- Ensure that accurate information is input onto the database;
- Ensure that a Team Leader or Manager is made aware immediately of any issues which may lead to a problem or complaint.

**SKILLS, QUALIFICATIONS AND EXPERIENCE REQUIRED**
- A minimum of 12 months’ experience in a similar remortgage/conveyancing technical role, ideally gained within a similar volume environment;
- Experience in dealing with estate rent charges and shared ownership schemes is desirable but not essential;
- Proven ability to process tasks in a volume caseload and to working in a high volume environment;
- Proven IT skills, in particular experience of using a case management system;
- An ability to work in a demanding environment, working to strict deadlines and within Service Level Agreements and to other targets;
- A careful and methodical approach to work demonstrating a high level of accuracy and attention to detail, ensuring that processes, procedures etc are followed accurately;
- A flexible and adaptable approach to work;
- Strong commitment to client care and to providing a friendly and helpful service;
- Excellent written and verbal communication skills;
- A self starter with a ‘can do’ approach to work, used to demonstrating initiative; and
- Experience of working within a team environment and of supporting others.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£29,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee stock purchase plan
- Enhanced maternity leave
- Private medical insurance
- Referral programme
- Store discount

Schedule:

- Monday to Friday

Work Location: In person

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