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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)