Technical Remortgage Caseworker

2 days ago

Leeds UK, West Yorkshire, United Kingdom Knights Full time

Knights has always done things differently; in 2012, we were the first organisation of our type in the UK legal sector to attract private equity investment, enabling us to move from the traditional partnership model to a corporate structure, creating a clear separation between management/ownership and fee earners.


The success of our model was reflected in very attractive growth over the following 6 years and since our listing on the AIM market in June 2018, we have reported year on year growth in both turnover and profits.


With over 1450 colleagues across 23 locations and our strong organic growth, combined with a number of high-quality recent acquisitions in Newcastle, Bristol, Lincoln, Manchester, Birmingham, Leeds, Nottingham, Exeter, Weybridge, Sheffield, York and Teesside means we are now a more diversified business with strengthened positions in our key target markets. We have the team and financial resources in place to deliver our organic and acquisitive growth strategy as we scale up to be the leading legal and professional services business outside London.


Our business model and culture remain a clear differentiator from many legal services businesses enabling us to recruit individuals who wish to work in a modern professional services business.


The post holder will oversee and manage a team of call handlers providing effective line management as well as coaching and supporting the team to deliver excellent results.


We are now looking to recruit for a key role within our fantastic Integrar team who specialise in remortgaging to be based out of our Leeds office. This role will work within our Technical team dealing with a complex remortgage caseload.


The role will include but not limited to;


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
  • Respond to all inbound emails effectively and within agreed Service Level Agreements
  • Calculate and apply appropriate Stamp Duty Land Tax
  • 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


  • Previous 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.


We offer a unique environment; you will be part of a one team culture that promotes direct responsibility with an expectation to always deliver the best service possible for clients within a collegiate, team-based environment.


Most excitingly of all, you have the opportunity to help change the way we all think about and deliver the future of legal and professional services in a friendly, caring business, with little (if any) hierarchy. Our culture of positivity and transparency, provides a great platform for the right people to take their careers to the next level.

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