Remortgage Case Manager

Andy File Associates Ltd; Stockport; Hybrid; GBP 10,000 - 40,000

Job description

Andy File Associates Limited is working as a Recruitment Agency on behalf of our client regarding this permanent position.

We are delighted to be working with a leading, forward-thinking conveyancing firm that has a new and exciting opportunity available now. They are looking to recruit a Remortgage Case Manager to join their dynamic Remortgage Team based in Leeds.

The Role:

As a Remortgage Case Manager, you’ll have the chance to:

1. Own your success and manage your personal caseload from initiation to completion, shaping the client experience and driving positive outcomes.
2. Challenge yourself and tackle complex legal aspects of the remortgage process, expanding your knowledge and sharpening your skills.
3. Join a winning team and be part of a collaborative, high-performing company known for innovation and exceeding expectations.
4. Benefit from a lucrative Bonus Scheme that gives you the opportunity to earn £12K – £15K per annum, on top of your base salary.
5. Follow a structured career path to build your career and grow as a person, whatever that looks like for you.

Key Responsibilities

1. Manage a large caseload of remortgage files.
2. Monitor and deliver fully against personal targets.
3. Independently establish priorities and manage deadlines, ensuring that all files are progressed in a timely manner.
4. Handle complex aspects of the remortgage transaction.
5. Be responsible for files from opening through to completion with administrative support.
6. Provide exceptional service to clients, introducers, and associates.
7. Address complex enquiries.
8. Recognize potential risks and resolve issues without compromising the client or business.
9. Maintain allocated files in good order in compliance with Service Level Agreements (SLAs) and regulatory requirements.
10. Keep detailed telephone notes throughout transactions and respond to emails and calls promptly.
11. Ensure all files are billed correctly, and funds are sent to the correct place upon completion.
12. Provide support and coaching to Trainee Case Managers.
13. Optimize the client experience through the use of conveyancing systems and technology.
14. Suggest improvements to current policies and procedures.
15. Comply with company policy at all times.

This will ultimately be a hybrid role, requiring a minimum of 2 days a week in the office, with the first 8 weeks being full-time in the office during the training period.

The Person

1. We’re looking for a skilled Case Manager with preferably around 2+ years’ previous experience.
2. An enthusiastic team player and natural self-starter able to work on own initiative.
3. The ability to deliver a high level of customer service.
4. Strong attention to detail and verbal and numerical skills.

This is a full-time, permanent role, Monday to Friday.

What is on offer:

1. 23 days holiday + 2 extra religious/cultural days.
2. Hybrid working.
3. Your birthday off!
4. Free conveyancing legal fees.
5. Moving home days off.
6. Volunteering days.
7. Retailer discounts and frequent socials.
8. Refer a friend bonuses.

DBS and Financial Checks: Please note that as part of our commitment to maintaining a safe and trustworthy workplace, all offers of employment are subject to satisfactory completion of DBS (Disclosure and Barring Service) checks and financial background checks. These checks are conducted to ensure the safety of our employees and clients and to uphold the highest standards of integrity and compliance in our operations.

If this sounds like your next career move, please apply now!

Please note that only candidates with the legal right to work in the UK will be considered for this position. Proof of eligibility will be required at the time of application.