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- Taking instructions from clients or supervisor for Sales and Purchase files, transfer of title, new build purchases, discharge and re-mortgage work including leasehold and freehold titles
- Advising and keeping clients up to date with the progress of their transaction at every stage both via email, app, telephone and face to face.
- Interpreting the results of searches
- Noting title on both registered and unregistered properties and reporting to clients on the results
- Raising all relevant and appropriate enquiries
- Answering enquiries raised by the other side
- Preparing Reports on Title and ordering funds from lender
- Reporting relevant matters to lenders
- Effective monitoring of files to ensure timescales are met
- Ensuring that the firm’s risk assessment requirements are fully met at all times
- Reporting to HOD, immediately any matters which would put the firm at risk of non-compliance with regulations or with the provisions of the CQS, or being compliant with any attempts to launder money or commit fraud.
- Building and maintaining positive working relationships with all allocated referrers.
- Marketing the department and developing their personal brand via blog writing, social media posts, liking and sharing the firm wide posts, speaking at department events, attending networking events and any other marketing activity suggested or agreed with line manager.
- Ensuring CPD is maintained at all times by taking part in all compulsory training and any other training agreed with line manager.
- Line managing allocated assistants
- Opening and closing files
- Communicating with clients, estate agents, referrers, mortgage lenders and solicitors to keep them informed at every stage of the transaction.
- Ensuring the accuracy of completion statements produced
- Ensuring matters are effectively exchanged and completed
- Ensuring all Registration and all other post completion matters, including SDLT returns are dealt with in a timely and appropriate manner
- Ensuring a clear financial ledger at the conclusion of the case.
- 5 weeks holiday in addition to Bank Holidays
- Birthday off
- Progression and development programme for all
- Christmas closure
- Wellbeing initiatives including healthcare cash plan
- Summer and Christmas events
