JOB PURPOSE
*You will be responsible for your own caseload of sale and purchase matters and will be required to ensure that you meet individual targets and ensure business KPIs and SLAs are met.
SCOPE OF THE ROLE: *The role will be based in the Conveyancing Department, however, there may be a requirement to work in other areas of the business as the need arises.
Principal ACCOUNTABILITIES/TASKS: *To run and manage a suitably sized caseload, subject to seasonality and continuing review of capacity both individually and across the department, with use of an assistant where appropriate.
*Ensure all activity within the team is completed in accordance with strict deadlines and in line with set KPIs and SLAs.
*To meet all individual targets and objectives including, but not limited to, target number of completions per month.
*Attend dedicated training sessions, 121s, performance reviews, and team meetings.
*Utilise the in-house bespoke case management system in accordance with firm protocols.
· To handle own caseload of sales and purchases and subsequent management of the caseload.· To communicate with clients over the telephone, email and in face-to-face meetings.· To communicate with other solicitors and professional organisations over the telephone, by e-mail and correspondence.· To update all panel members / stakeholders within the business and within the referral businesses with whom we deal.· Be able to deal with and work within referrers SLAs and meet their requirements / panel requirements.· To be a role model for those around you in both file management, actions and behaviour.· To provide the highest level of customer service to clients at all times.· Utilise the in-house bespoke case management system in accordance with firm protocols.· To carry out such other functions or tasks as required from time to time by the Senior Conveyancing Manager or other members of the firm’s Senior Management Team. PERSON SPECIFICATION:
Experience· Minimum 1 years’ experience (but all levels considered including more senior) in a prior conveyancing fee earner role· Excellent time management and organisational skills, with a proven track record in meeting deadlines. · A proven track record in achieving individual targets and objectives, and in meeting business KPIs and SLAs.· Ability to work using own initiative. · Thrives in fast-paced environments and demonstrates a bias for action with an ability to multi-task and pivot while working on varying deadlines & scopes. · Expert communicator and collaborator, with exceptional client care skills. · An incredible eye for detail with an ability to think outside the box. · A modern approach to conveyancing, and in particular its process driven, proactive, risk-based requirements.· Competent use of MS Office required. Technical Skills/Qualifications *Good verbal and written communication skills
*Good keyboard / IT / Case Management / Internet and Email skills
*Competent use of Microsoft 365 including Excel, Outlook and Teams.
*Must have used Case Management Systems, Land Registry Portal, Online SDLT etc and have experience in updating panel websites.
*Must be able to demonstrate technical ability in conveyancing transactions (as set out above), in addition to comprehensive knowledge, understanding, and compliance with anti-money laundering legislation, CQS requirements and overall SRA compliance obligations.