Case Handler – £18-19K

Our client a legal firm based in Maidenhead, is now looking for a Case Handler to process remortgage cases from instruction to completion using Visual Files software package or in-house case management system.

This is a permanent role: Salary starts at £18K, rising to £19K after training. Training will be completed in the office and then the role will be based from home. 


Key Accountabilities:

  • To process all remortgages within the brand SLA guidelines
  • Process of received documents and letters
  • Collating documents for file preparation, set- up and checking
  • Continual updating of Visualfiles Database or in-house case management system
  • Updating of brand software package where applicable
  • Production of legal documents to client and customer
  • Production of additional letters pertaining to instruction
  • Preparing file – pre and post completion
  • Managing pipeline by advancing cases, chasing outstanding documents, abandoning non-active cases
  • Assist with all client cases where required (Clients include volume introducers RBSG and Private Client); Maintaining a case load of up to or exceeding 300 files
  • Hold a professional attitude to all cases
  • Use knowledge to assist others
  • Resolving client, broker or customer query by telephone letter and email as required; Provide excellent customer service
  • Team targets to be achieved together with individual targets; Bonuses based on achieved targets
  • Complete call backs within 24hrs of request
  • Flexibility to work within, move or assist other teams when required

Key Skills/Experience:

  • Maths GCSE
  • English GCSE
  • Computer Literacy – moderate Microsoft Office experience to include: Word, Excel, Case Management Systems
  • Excellent Telephone Manner
  • Good time management
  • Good file management
  • Basic Administration skills
  • Customer Service experience
  • Working as part of a team
  • Flexibility

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