United Kingdom Job Openings
Taylor Rose MW
Trainee Specialist Case Handler
Bishops Stortford
FULL TIME
September 2, 2024
The Trainee Specialist Case Handler will deal with the most complex remortgage applications and therefore a Law Degree would be beneficial for this position. You will conduct legal matters on behalf of clients and to support the Re-mortgage team manager as and when required by carrying out tasks that are delegated. To develop skills and abilities to progress and to develop into the full requirements of a Case Handler role.
This role involves but is not limited to:
- To work with team members to ensure the highest level of Customer Service is maintained at all times
- To organise and prioritise individual caseloads in order to meet the firms and industry targets
- To respond to client enquiries in a manner conducive to the promotion of business and personal relationships and to ensure that client expectations are met
- To deal promptly and effectively with all correspondence relating to the matters with which you have conduct. To ensure that any matter that requires the attention of a Manager is brought to their attention promptly.
- To be flexible in terms of working hours and be in attendance as required, catering for the needs of clients and the practice as a whole
- To process all data and information in accordance with the firm’s confidentiality procedures and data protection requirements
- Following file opening procedures
- Logging on incoming post details
- Filing/scanning and photocopying
- Liaising with lenders and mortgage brokers
- Answering phone calls promptly and taking messages
- Drafting and proof-reading of Deed of Postponements
- Drafting and proof-reading of Transfer of Equity’s/Assents
- Drafting and submitting SDLT’s to Inland Revenue.
- Supporting Case Handlers in dealing with unregistered properties
- Supporting Case Handlers with Shared Ownership properties
- Supporting Case Handlers in dealing with Islamic Mortgages
- Supporting Case Handlers in dealing with Indemnity Policies.
- Obtaining official copies and documents from the Land Registry/LMS as appropriate
- Title checking whether property is freehold or leasehold/name and address match, restrictions and other non-standard issues
- Requesting and frequently chasing redemption from mortgage lenders
- Chasing outstanding documents from borrows/brokers by phone and letter (where applicable)
- Checking redemption statements for penalties, shortfalls and sending copies to borrowers
- Taking shortfall payments adhering to money laundering regulations and the Firm’s policies.
- Chasing discharge documents from mortgage lenders, sending discharge documents to the Land Registry, dealing with overpayment cheques within our post completion procedures.
- Processing data accurately and effectively on the case management system as required.
- Processing all data and information in accordance with the firm's confidentially procedures and data protection requirements.
- Chasing various documents by phone to enable a file to be booked in for completion.
- Within our booking in process, updating the system, confirming completion date with borrower, dealing with and obtaining shortfalls by phone.
- Performing daily Completions.
- Submitting applications to Land Registry and dealing with any requisitions raised
- Notices to management companies/landlords - serving and issuing cheques.
Company Core Values:
Aspire: To challenge convention, an entrepreneur with energy for change. To be the best we can be.
Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth.
Integrate: Bring together people and systems into a cohesive force.
Commit: To work with integrity and invest in long term relationships, creating a strong market position and delivering sustained commercial advantage.
Job Types: Full-time, Permanent
Pay: £25,500.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- On-site parking
- Referral programme
- Monday to Friday
- Bachelor's (preferred)
- customer service: 1 year (preferred)
- Driving Licence (preferred)
- United Kingdom (required)
- Bishop's Stortford, CM22 7WE (required)
Reference ID: RECVMBISH
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