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- Hold daily meetings with the Legal & Credit team to prioritise tasks, track progress and ensure loans are funded and completed on time
- Review legal documents to make sure they meet standards
- Oversee pre-completion checks and track Land Registry registrations
- Understand case details to manage priorities and deadlines, ensuring smooth case progress
- Prepare Completion Deduction Statements
- Train internal and external staff on legal documents and help improve processes
- Use the CRM system to create documents, track case progress and communicate updates
- Act as a liaison for solicitors and underwriters to speed up completions.
- Providing case updates and follow up on documents
- Send post-completion letters to borrowers and guarantors after loan completion and assignment
- Attend feedback meetings to suggest improvements and ensure quality in daily operations.
- Proven experience in a legal coordinator, legal secretary or paralegal role, ideally within a conveyancing or property-focused environment.
- Strong attention to detail, ensuring accuracy in legal documents and compliance with regulations.
- Excellent written and verbal communication skills, with the ability to liaise effectively with internal teams, solicitors and other stakeholders.
- Ability to prioritise tasks, manage deadlines, and work under pressure to meet completion requirements.
- Expert user of Microsoft 365, particularly Word, Excel and Outlook.
- Experience using CRM systems for document generation and case management is advantageous.
