Case Handler

Case Handler

Location : St Neots 

Full Time

We are seeking an experienced Conveyancing Case Handler to join our clients team.

With a minimum of 2 years’ experience, the successful candidate will be responsible for the conduct of their own case load of sale and purchase files. You will be expected to liaise with clients and partner agents to ensure that our high level of communication is upheld.

Main duties:

• Have a good knowledge of the entire conveyancing process and be familiar with the roles of support teams such as accounts and post completion in the process.
• Be capable of dealing with all aspects of a sale from instruction to completion, to include issuing Draft Contract papers, dealing with Freehold and Leasehold enquiries and exchanging Contracts.
• Manage and run a purchase file from instruction to completion subject to supervision.
• Check and report on all search results, identifying any issues and raising these with sellers conveyancers.
• Check Mortgage Offers and report to client.
• Checking clients source of funds adhering to Anti Money Laundering Regulations.
• Report on matters required under the UK Finance mortgage lenders’ handbook.
• Be capable of preparing client completion statements and setting up account packs for completion.
• Ensure files are run in an orderly manner, kept tidy and all checklists kept up to date.
• Issue regular update reports to introducers and maintain relationships.
• Manage workloads effectively utilising a diary system as well as those of support staff.
• Be responsible and accountable for files.
• Deal with all contacts in a professional manner.

Qualifications and Experience:

• Demonstrable experience in a conveyancing role, with experience managing your own caseload.
• Legal qualification (e.g., CLC License, Law Degree, or equivalent) is desirable but not essential.
• Familiarity with relevant software and case management systems.