Customer Service Associate (Legal)

Scope of the Role

This role will be based in Basildon reporting to the Project Operations Manager. The first line of management will be your Property Lawyer.

Duties & Responsibilities

• Contacting Clients, Agents, Referrers, Search providers and other parties Solicitors to progress active conveyancing transactions.
• Requesting documentation fundamental to the transaction.
• Ensuring documents are returned by Clients and work providers, prompting them if required and progressing transactions.
• Dealing with sale, purchase and re-mortgage matters to the extent delegated by the Fee Earner, to include:
  • Any preliminary matters on both sale and purchase files.
  • Obtaining all required documentation from the client, other-side, third parties (such as HMLR, HMRC and Lenders).
  • Drafting sale contracts and re-mortgage documentation as required by the Property Lawyer.
  • Dealing with Lenders on both sale and purchase matters, checking redemption statements, mortgage offers and dealing with the financial calculations relating to the same as required by the Property Lawyer.
• Assisting with purchase files, including:
  • Obtaining initial documentation.
  • Collating contract packs.
  • Administrative duties relating to the title checks/title reports.
  • Assisting the Property Lawyer in raising enquiries.
  • Reviewing and reporting on mortgages.
  • Ordering (all appropriate) searches, review and reporting on the same as directed by the Property Lawyer.
• Preparation of files for completion to include, final searches, requests for mortgage advances and liaison with Clients as to receipt of balance funds.
• Dealing with all appropriate Notices/Deeds – Post Completion.
• Ensuring the timely transfer of files following completion to the Post Completion Team.
• Updating the Referrer, Agent, other websites and portals.
• Checking the Conveyancing Inbox daily as appropriate and dealing with any emails relating to current files.
• Clearing daily task list in Case Management Systems (e.g., Perfect portal, LEAP, OSPREY etc.).
• Telephone enquiries as received into the office.
• Making telephone calls as required in relation to redemptions, completion dates and search results.
• This list is not exhaustive and other tasks may be requested by the Property Lawyer/Management.