Remortgage Case Manager

Hi, we're Optima Legal, part of the PEXA Group. We know you'll Google us before applying, so let's keep this brief. At Optima Legal, we are a specialist property law firm, with an Alternative Business Structure (ABS) status.  We are proud to be a conveyancer of choice for 8 out of 10 major banks and lenders in the UK and have more than 300 UK-based employees who deal with thousands of conveyancing transactions between them every day.  The team is led by a group of experienced, specialist solicitors who are equipped to handle the most complex of remortgage transactions.
Why join Optima Legal? Great question We pride ourselves on attracting, developing and retaining a diverse range of people in an equally diverse range of roles and specialisms – who together achieve outstanding results. Our transparent approach and open-door policy make Optima Legal a great place to work and as our business expands, we are looking for ambitious, talented people to join us.
Location: Leeds (Hybrid – choose 2 days per week in our modern offices at West One Village) Contract: Permanent, Full-time, Monday–Friday Salary: Competitive, plus annual bonus and excellent benefits package
Ready to take the next step in your career? Optima Legal, part of the PEXA Group, is growing – and we're on the lookout for our next cohort of Senior Case Executives / Remortgage Case Handlers to join our fast-paced, customer-focused team.
What's in it for you? This is more than just a role – it's an opportunity to grow in a supportive, people-first culture with benefits designed around you: Competitive salary + annual bonus Hybrid working – 2 days in our stunning Leeds offices (you choose the days) 25 days holiday (plus bank holidays), increasing with service 4 wellness days every year to recharge and reset, wellbeing is very important to us here at PEXA A modern workspace with open-plan seating, yoga classes, and an on-site coffee shop Generous pension & health plan contributions Career progression opportunities across the PEXA Group
It's more than just a job – it's a springboard into conveyancing, a chance to make a real difference, and a team that has your back. Your Responsibilities

• Manage a high-volume caseload of remortgage matters from start to finish, with administrative support.
• Handle the more technical and challenging elements of the remortgage process with confidence.
• Deliver an outstanding service to clients, introducers, and business partners at every stage.
• Manage complex queries efficiently, resolving issues while protecting both the client's and the business's interests.
• Ensure all matters are billed correctly and that completion funds are transferred accurately and securely.
• Maintain files to the highest standards, ensuring compliance with SLAs, regulatory requirements, and industry best practice.
• Keep accurate and comprehensive records, including detailed telephone notes, while managing calls and emails promptly.
• Organise and prioritise workload effectively, ensuring deadlines are met and cases progress without delay.
• Take ownership of personal performance, consistently meeting and exceeding agreed targets.
• Proactively identify risks and implement solutions to prevent potential challenges.
• Support the development of Trainee Case Managers through guidance and coaching.
• Enhance the client journey by maximising the use of digital conveyancing systems and tools.

Your Experiences

• 2+ years experience as a Senior Case Executive handling complex remortgage cases
• Solid Remortgage experience
• Strong understanding of UK property law, remortgaging processes, and lender requirements
• Familiarity with regulatory requirements, including Anti-Money Laundering (AML) and GDPR
• Passion for providing an exceptional customer experience
• Sale and Purchase experience is an advantage.

Start your week with purpose at PEXA – where innovation, collaboration and purpose come together to transform the way you experience your career. #bettertogether #makeithappenmakeitcount #innovateforgood
Sounds like you?  We at Optima Legal are ready so if this role sounds like you apply today. 
To be conducted as part of post offer employment checks: The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected, you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, and your data protection rights, can be found at [Cifas].   GDPR Compliance  Digital Completion UK Limited (trading name "PEXA"), Optima Legal Services Limited (trading name "Optima Legal") and Smoove Limited (a holding company which comprises of the following wholly owned trading Subsidiary companies: United Legal Services Limited, United Home Services Limited, Legal-Eye Limited, and Amity Law Limited) are all owned directly by DigCom UK Holdings Limited, which is a wholly owned Subsidiary of PEXA Group Limited in Australia (ACN ; ASX: PXA) (referred to collectively as "PEXA Group").
When we process your applicant personal data for recruitment purposes, we do so as a controller. If as part of the recruitment process, we share your personal data with another company within the PEXA Group, that company may process your personal data as either an independent controller or, in certain circumstances, a joint controller. By applying for this role, you consent to us processing your personal data in accordance with the UK General Data Protection Regulation ("UK GDPR") and the Data Protection Act 2018, and further information can be found in our privacy notice
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