Trainee Case Handler

5 days 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 co-operate 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.
- Processing data accurately and effectively on the case management system.
- 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.

**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**:
**Aspire**:To challenge convention, an entrepreneur with energy for change. To be the best that we can be

**Integrate**: Bring together people and systems into a cohesive force

**Innovate**: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth

**Commit**: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage

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