Case Handler

Altrincham office with hybrid working available

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Your Duties

The main role of the Case Handler is to manage a portfolio of up to Seventy-Five Sale and Purchase Conveyancing Transactions from Instruction to Completion.

Duties will include but will not be limited to:

  • You will deal effectively with clients and third parties over the telephone, in written correspondence and occasionally face to face, in order to provide advice and assistance
  • You will be responsible for communicating with clients and third parties on all elements of the conveyancing transaction
  • You will be responsible for the client journey, managing every aspect of client interaction always ensuring best possible service
  • You will own every aspect of the sale process and the purchase process with background technical assistance
  • You will work in a team reporting to Technical Support
  • You will seek advice on any technical matter as soon as they become apparent
  • You will prepare the completion packs for the accounts department, to include completion statements and invoices
  • You will deal with exchange of contracts
  • You will be responsible for completions on the day of completion and post completion formalities
  • You will ensure telephony targets are maintained
  • You will adhere to conversion targets and Maximise Fee generation
  • You will ensure that you comply with all company policies and procedures ensuring breaches do not occur, should a breach occur you will help to rectify this immediately
  • You will be expected to undertake any other duties required to assist your team and other teams should the need arise.

Essential experience:

  • At least 2 years solid experience in a similar role
  • Running a small case load of straightforward conveyancing transactions
  • Strong administrative skills gained in an office environment
  • Excellent attention to detail
  • Good telephone manner
  • Conversant in Microsoft office
  • Experience of using a case management system (we use Proclaim)

Get in touch

Date Posted
18 April 2023

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