Trainee Case Manager

2 days ago

Stockport, United Kingdom DG Partnership Ltd Full time

**Trainee Case Manager -Competitive Salary + Benefits - Stockport, Greater Manchester**

**The Role
Are you a self-motivated, career-minded and customer-focused individual looking to begin a career in conveyancing? If so, we have a new challenge for you.

We are looking to appoint a Trainee Case Manager to join our successful Conveyancing Trainee Case Manager programme, based in central Stockport.After an 8 week training period with our Training Academy, you will join a Conveyancing Team where your developmentwill continue as you build your own caseload. You will liaise with clients, brokers and lenders, helping to ensure that everything is in place to complete a, sale or property purchase transaction.

We have ambitious growth plans and have recently moved to new, world class offices in central Stockport.

**Key Responsibilities:
The key responsibilities of a Trainee Case Manager include, but are not limited to:

- Accurately inputting data onto a case management system.
- Logging and actioning mail and other documents.
- Verifying client identification.
- Contacting clients; providing guidance and advice and updating them regularly of progress
- Liaising with lenders, brokers, solicitors, estate agencies and other third parties.
- Ensuring detailed telephone notes are maintained throughout the transaction.
- Working from a task list; following up prompts and actioning accordingly.
- Checking and assessing legal information and documents in line with agreed processes.
- Completing activities to ensure compliance with anti-money laundering regulations.
- Proactively chasing third parties including solicitors, lenders and brokers for signed documents.
- Completing searches, reviewing findings and reporting back to clients.
- Preparing transfer documents, letters and invoices.
- Requesting and checking all documents are in place and ready for exchange / completion.
- General housekeeping filing and administration.

**The Company
O’Neill Patient Solicitors, part of ONP Group, are a well-established law firm based in Stockport in the North West of England, providing legal services across the UK. We specialise in a number of different practice areas and are proud to be one of the leadingproviders of legal services to the residential property and remortgage markets.Every day, we help thousands of our clients to navigate the legal side of buying, selling and re-mortgaging their properties.

**The Benefits
- Competitive salary
- Full training
- Hybrid working is available (Following a period of training, 3 days office min)

**The Person
The key skills and qualities of a Trainee Case Manager:

- A good general education to A-Level or equivalent
- Client-focused with strong communication skills - written and verbal
- Excellent organisational skills with ability to prioritise effectively
- Good IT skills
- An eye for detail

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