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- Managing a caseload of residential property matters from inception through to conclusion; including, sales & purchase, re-mortgage, transfers of equity, new build, right to buy, retirement, shared ownership schemes and lease extensions.
- Processing cases in a timely and cost-effective manner.
- Liaising directly with clients, estate agents and lenders.
- Developing professional relationships, both with clients and Introducers.
- Generating a fee income in line with agreed targets.
- To manage own work allocation, productivity and quality of work with minimum supervision.
- Meeting clients and taking detailed instructions
About the Person:
To be a successful candidate for this role you must also have the following attributes, skills and experience:
- Have experience of managing your own caseload.
- Have exceptional client service skills, going above and beyond client expectations.
- Be organised and process driven.
- Be commercially astute, understanding the importance of business targets and their impact to the practice.
- Committed to providing an excellent standard of client care.
- Be IT literate with experience of using a web-based case management system.
- Understanding the importance of communicating with clients, solicitors, and introducers.
About Rewards and Benefits:
In return for your hard work, you will receive the below company benefits:
- Pension Scheme
- Health cash plan for workplace wellbeing
- Employee referral bonus
- Up to 33 days' paid leave per year
- Christmas Shutdown
