Transfer of Equity Advisor - Remortgage in Leeds
Transfer of Equity Advisor - Remortgage in Leeds

Transfer of Equity Advisor - Remortgage in Leeds

Leeds Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage Remortgage Transfer of Equity cases and resolve legal issues.
  • Company: Enact is a leading conveyancing service provider with a strong reputation since 2000.
  • Benefits: Enjoy flexible working, 33 days holiday, and a smart casual dress code.
  • Why this job: Join a supportive team with excellent training and career progression opportunities.
  • Qualifications: 6 months of Remortgage casework experience preferred; good communication and organisational skills required.
  • Other info: Modern offices in Leeds and Hull with great amenities and a focus on work/life balance.

The predicted salary is between 36000 - 60000 £ per year.

Here at Enact we know that everyone is different and as such we are committed to providing a welcoming, flexible and supportive work place. Our team is warm, welcoming and hard-working. We have a positive company culture and unrivalled training to help you grow in your career with us. We are family friendly and have a strong focus on making sure a healthy work/life balance is possible for everyone, with hybrid working patterns and flexible working opportunities on offer. We also have an excellent, transparent progression pathway for those who want to progress their career with us.

Locations:

  • Leeds: Our newly refurbished, modern offices are in the bustling heart of Leeds, close to local transport links, we have some onsite parking and with plenty of alternative parking nearby.
  • Hull: Our modern, refurbished offices are in Hull City Centre, close to local transport links and with plenty of parking nearby. Both locations have great recreational areas with free teas and coffees available. Both are very close to the shops and local cafes/bars in both cities.

About Enact: Enact have provided conveyancing services to over 1.2 million customers since we opened our doors in 2000. On average, we help arrange one in every four remortgages, and we are consistently placed as one of the top ten providers of home mover conveyancing in England and Wales (based on Land Registry data). We are a profitable global company and are market-leaders in our sector with an excellent service reputation with our customers.

Why work with us?

  • Excellent remuneration package including: competitive salary, Life Assurance, matched Pension Scheme, Salary Sacrifice Scheme, Private Health Insurance (for all roles where this applies).
  • Family Friendly: hybrid working available, part time/flexible hours, no unsociable hours. We recognise the need to work around that school run!
  • Holidays: 33 days annual leave (includes Bank holidays), which increases to 34 days after 5 years service, increasing 1 day additionally every 5 years, with the option to purchase more days annually (eligibility criteria applies). We believe that nobody should have to work on their birthday, so we'll give you it as an extra paid day off!
  • Smart casual dress code (all week, not just Fridays!).
  • Significant career progression opportunities with a large in-house training function.
  • Highly innovative company with a strong focus on technology.
  • Discounted conveyancing services.
  • An active charity and social events calendar.

Our key to sustained long term success is in the diversity of the people we hire and we are committed to ensuring employees are respected, supported and rewarded for their hard work.

JOB DESCRIPTION

REPORTS TO: Team Leader

DEPARTMENT: Remortgage Technical Services

PURPOSE: To manage a caseload of Remortgage Transfer of Equity cases. To deal with any Technical or Legal issues on cases connected to or arising from a Transfer of Equity. To also provide assistance and support to the Technical and Legal teams in respect of other issues and referrals deemed suitable for the role in addition to the above when required.

KEY RESPONSIBILITIES:

  • Check titles for Transfer purposes.
  • Draft TR1s and associated paperwork.
  • Input Transfer post such as TR1s and Questionnaires.
  • Correctly interpret court consent orders, separation agreements and solicitor correspondence.
  • Calculate Stamp Duty Land Tax (SDLT) & Land Transaction Tax (LTT).
  • Submit manual SDLT & LTT returns.
  • Pro-actively manage caseload from instruction to sign off to ensure files are being reviewed/actioned appropriately and ensuring individual and team targets are achieved.
  • Ensure that all inbound and outbound correspondence, telephone calls, faxes and emails are actioned to agreed service standards and in a highly professional level.
  • Act upon the Team Leaders guidance in a prompt, meticulous manner, ensuring advice and assistance are sought. Additional coaching and training will be provided predominantly on a day to day basis with close support from the Team Leader as and when required.
  • Deal with restrictions, lease requirements and any other technical or legal issues directly arising from the Transfer of Equity.
  • Offer advice and support on any other technical referrals that are deemed suitable for the role.
  • Demonstrate accuracy throughout, ensuring there are no post-completion issues in respect of registration, or financial issues arising out of cases dealt with or any queries that are referred.
  • Identify and provide feedback to the training department on any errors that have occurred on cases subsequently referred to ensure service remains first class and to minimise ongoing risk to the business.
  • Where possible identify potential process improvements.

Personal Qualities:

  • A minimum of 6 months Remortgage casework experience. Preference will be given to candidates who are Title Check trained in Freehold and Leasehold.
  • Experience of integrated case management systems.
  • Good customer service skills.
  • Good communication skills; both written and verbal with the ability to provide constructive feedback.
  • Good investigatory skills with the ability to quickly assimilate facts on relatively complex files, identify patterns and form connections.
  • Good organisational skills. Makes good use of time and prioritises accordingly.
  • Ability to meet tight deadlines, targets and work under pressure.
  • Ability to work as a member of a team and on own initiative.
  • Good attention to detail.
  • Good data input skills.
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Contact Detail:

Enact Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Transfer of Equity Advisor - Remortgage in Leeds

✨Tip Number 1

Familiarise yourself with the specific responsibilities of a Transfer of Equity Advisor. Understanding the nuances of drafting TR1s, calculating SDLT, and managing caseloads will help you speak confidently about your relevant experience during interviews.

✨Tip Number 2

Network with professionals in the conveyancing sector, especially those who have experience in remortgage cases. Engaging with industry contacts can provide insights into the role and may even lead to referrals or recommendations.

✨Tip Number 3

Research Enact's company culture and values. Being able to articulate how your personal values align with their commitment to a supportive work environment and career progression can set you apart from other candidates.

✨Tip Number 4

Prepare for potential interview questions by practising responses that highlight your problem-solving skills and attention to detail. Use examples from your past experiences that demonstrate your ability to handle complex cases and meet tight deadlines.

We think you need these skills to ace Transfer of Equity Advisor - Remortgage in Leeds

Remortgage Casework Experience
Title Check Training in Freehold and Leasehold
Integrated Case Management Systems Proficiency
Customer Service Skills
Excellent Written and Verbal Communication
Investigatory Skills
Organisational Skills
Time Management
Ability to Meet Tight Deadlines
Teamwork and Initiative
Attention to Detail
Data Input Skills
Knowledge of SDLT and LTT Calculations
Understanding of Court Consent Orders and Separation Agreements

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in remortgage casework and any specific skills mentioned in the job description, such as title checking and customer service. Use keywords from the job listing to ensure your application stands out.

Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company culture at Enact. Mention your passion for providing excellent customer service and how your personal qualities align with their values, such as teamwork and attention to detail.

Showcase Relevant Experience: In your application, provide specific examples of your previous work in remortgage or related fields. Highlight any achievements or challenges you've overcome that demonstrate your ability to manage a caseload effectively.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Transfer of Equity Advisor role.

How to prepare for a job interview at Enact

✨Understand the Role

Make sure you thoroughly understand the responsibilities of a Transfer of Equity Advisor. Familiarise yourself with terms like TR1s, SDLT, and LTT, as well as the general process of remortgaging. This will help you answer questions confidently and demonstrate your knowledge.

✨Showcase Your Experience

Highlight your relevant experience in remortgage casework, especially if you have Title Check training. Be prepared to discuss specific cases you've managed, the challenges you faced, and how you overcame them. This will show that you can handle the responsibilities of the role.

✨Emphasise Teamwork and Communication

Since the role involves working closely with team leaders and other departments, be ready to discuss your teamwork and communication skills. Share examples of how you've collaborated with others to achieve targets or resolve issues in previous roles.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, training opportunities, and career progression pathways. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.

Transfer of Equity Advisor - Remortgage in Leeds
Enact
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  • Transfer of Equity Advisor - Remortgage in Leeds

    Leeds
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-07-01

  • E

    Enact

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