Trainee Case Handler

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 co-operate with the Team Manager & Operational Managers and carry out work as directed by them. To ensure that any matter that requires the attention of a Manager is brought to their attention promptly.

To process all data and information in accordance with the firm’s confidentiality procedures and data protection requirements.

Processing data accurately and effectively on the case management system.

Answering inbound phone calls promptly and updating on the status of the case. Be proactive in advising the next steps and what is required to progress the case.

Making outbound calls, liaising with lenders, mortgage brokers & third parties (where applicable).

Ensuring the online portal is kept up to date, replying to online portal messages

Obtaining official copies and documents from the Land Registry.

Title checking whether property is freehold or leasehold/name and address match, restrictions and other non-standard issues

Requirements:

Strong IT Skills

Strong communication skills both written and verbal

Proactive approach to working

Excellent attention to detail

Good organisational skills

Ability to work under pressure and to tight deadlines

Work to targets.

Upselling of additional products

Team player

Ability to work independently and within a team

Flexible and adapts well to change.

Company Core Values:

Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be

Integrate
:
Bring together people and systems into a cohesive force

Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth

Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage

This organisation strives to operate a policy of equal opportunity and to not discriminate against any person because of sex, race, colour or national origin.

To help us monitor this, will you please complete the sections below placing a tick in the relevant boxes. The information you provide will only be used for monitoring purposes. The information will be treated in the strictest of confidence and in no way forms any part of the selection process.

Age

Sexual orientation

Religious Beliefs

Ethnic orientation

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