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- Deliver outstanding client service, ensuring clear communication and proactive case management.
- Manage a full caseload of secured lending matters, meeting financial and billing targets.
- Ensure compliance with professional conduct rules, internal policies, and agreed SLAs.
- Participate in business development to drive caseload growth and cross-sell services.
- Effectively use case management and practice systems to maintain accurate records.
- Maintain high standards of data integrity for contacts, clients, and matters.
- Proven experience in secured lending, remortgages, and real estate transactions.
- Strong organisational, financial, and time management skills.
- Excellent communication and client relationship-building abilities.
- Ability to work independently while meeting targets and deadlines.
