Sort

As a Conveyancing Case Handler, you will manage your own caseload of freehold and registered sale and purchase transactions, ensuring matters are handled promptly and in line with service-level agreements (SLAs). You will also supervise and guide Conveyancing Assistants, ensuring regulatory compliance and high standards throughout the conveyancing process.

Are you passionate about property law and looking to develop your career in a thriving conveyancing environment? At Sort Legal (part of Sort Group), we specialise in delivering high-quality conveyancing services, and we're on the hunt for a Conveyancing Assistant to join our dynamic conveyancing team in South Shields and help drive efficient, accurate transaction processes.

As a Conveyancing Assistant, you will provide essential administrative support to your case handler, assisting with legal documentation and property transaction processes. 

Working in a vibrant, friendly but busy team no day is the same but you will:

• Preparing and drafting legal documents, including contracts, transfers, and mortgage deeds
  
• Review and draft property search reports
  
• Handling sales enquiries with guidance from your case handler
  
• Assisting in the preparation of completion statements and managing financial transactions
  
• Reviewing, requesting and submitting source of funds and source of wealth requests via the compliance team
  
• Assist clients via telephone and email and work with the introducer to ensure the client receives an exceptional service.

The successful applicant will be working within a busy and fast paced environment within a small friendly team, advising on all aspects of the conveyancing process with the aid of a case management system. You will be self-motivated, able to prioritise with good attention to detail and able to work well under pressure, handling your own case load from instruction through to completion including dealing with Freehold, Registered Sale, Purchase Transactions and subject to prior agreement Leasehold, Transfers of equity and transfers subject to existing mortgages.

You should be personable, dynamic with a desire to learn and develop within property. In return we provide ongoing support and offer training and development to ensure individual’s reach their optimum potential.

Key Responsibilities:

• Deliver exceptional customer service to clients, addressing queries and concerns promptly.
  
• Manage client onboarding, including initial risk assessments, AML and KYC compliance, and file preparation.
  
• Maintain and update client files in accordance with the firm’s policies before passing them to the legal team.
  
• Liaise with third-party agents, resolving onboarding queries efficiently.
  
• Order necessary searches, ID documents, and office copies as part of the file opening process.
  
• Proactively update clients and third parties on the progress of onboarding.
  
• Provide analytical reports on client inception to the Group Directors.

Key Responsibilities:

• Manage your own caseload, ensuring timely and efficient handling of transactions.
  
• Supervise Conveyancing Assistants, reviewing sales files, and signing off contracts, exchanges, and completions.
  
• Handle key stages of purchase transactions, including title approval, raising and resolving enquiries, and reporting to clients.
  
• Ensure compliance with all regulatory requirements and SLA commitments.
  
• Conduct regular file reviews to ensure cases are progressing appropriately.
  
• Act as the first point of contact for client and introducer complaints, resolving concerns promptly.

• Manage your own caseload, ensuring timely and efficient handling of transactions.
  
• Supervise Conveyancing Assistants, reviewing sales files, and signing off contracts, exchanges, and completions.
  
• Handle key stages of purchase transactions, including title approval, raising and resolving enquiries, and reporting to clients.
  
• Ensure compliance with all regulatory requirements and SLA commitments.
  
• Conduct regular file reviews to ensure cases are progressing appropriately.
  
• Act as the first point of contact for client and introducer complaints, resolving concerns promptly.

• Depending on experience, you will start off assisting a Paralegal and will be given a training plan to develop your skills and knowledge with the aim to taking on your own case load.
  
• You will then be responsible for management of your own case load, including file reviews.
  
• Deal with all stages of Remortgage files (title approvals, search results, mortgage offers and conditions)
  
• Sign off Remortage files and completions.
  
• Ensures compliance with all regulatory and SLA requirements
  
• Deliver exceptional Customer Service
  
• Assists Team Leader in managing overall Team capacity, reporting and MI requirements

• Support Case Handlers with managing sales and purchase files.
  
• Set up files for completion and ensure all requirements meet SLAs.
  
• Address queries from clients, agents, and work providers with professionalism.
  
• Facilitate the smooth progression of files, including document preparation and fund transfers.

• Support Case Handlers with managing sales and purchase files.
  
• Set up files for completion and ensure all requirements meet SLAs.
  
• Address queries from clients, agents, and work providers with professionalism.
  
• Facilitate the smooth progression of files, including document preparation and fund transfers.