As a Case Manager you will be responsible for:
· Running Conveyancing Files - Property Purchases, Sales, Refinances
· Ensuring CRM database is updated after each case development.
· Meeting weekly and monthly KPI's.
· Managing client accounts from inception to completion including virtual meetings under Solicitor supervision.
· Maintaining professional understanding of the conveyancing/refinancing mortgage process.
· Excellent negotiation and customer service skills.
Client relationship management:
· Ability to manage clients across departments such as purchases, refinancing, and completions.
· Complete virtual meetings with clients under Solicitor Supervision.
· Deal with all client queries in a timely and efficient manner.
· Build, develop and sustain relationships with stakeholders – solicitors, brokers, and auctioneers.
· Build great relationships across all teams within Jacob Law.
Requirements:
· Previous experience (min 5 years) working in business, banking or law.
· Experience working in a fast-paced environment.
· Client focused.
· Excellent organisational skills, ability to prioritise, manage, multitask, and execute daily tasks.
· Excellent communication and interpersonal skills with the ability to deal with internal and external clients.
· Excellent attention to detail.
· Ability to solve problems.
· Be open to change and fast-paced environment.
Training:
· Comprehensive training provided.
Person Specification:
· Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
· The ability to prioritise workloads and adapt to unforeseen events.
· A good degree of personal organisation and a structured approach to time and resource management.
· Commitment to professional development.
Job Type: Full-time
Work Location: In person