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- Tasks: Manage remortgage cases from start to finish, ensuring excellent client service.
- Company: Join Optima Legal, a leading property law firm trusted by major UK banks.
- Benefits: Enjoy hybrid working, competitive salary, 25 days holiday, and wellness days.
- Why this job: Be part of a supportive culture that values growth and innovation in conveyancing.
- Qualifications: 2+ years in remortgage case management with strong UK property law knowledge.
- Other info: Opportunity for career progression within the expanding PEXA Group.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Hi, we’re Optima Legal, part of the PEXA Group.
We know you’ll Google us before applying, so let’s keep this brief. At Optima Legal, we are a specialist property law firm, with an Alternative Business Structure (ABS) status. We are proud to be a conveyancer of choice for 8 out of 10 major banks and lenders in the UK and have more than 300 UK-based employees who deal with thousands of conveyancing transactions between them every day. The team is led by a group of experienced, specialist solicitors who are equipped to handle the most complex of remortgage transactions.
Why join Optima Legal?
Great question! We pride ourselves on attracting, developing and retaining a diverse range of people in an equally diverse range of roles and specialisms – who together achieve outstanding results. Our transparent approach and open-door policy make Optima Legal a great place to work and as our business expands, we are looking for ambitious, talented people to join us.
Location: Leeds (Hybrid – choose 2 days per week in our modern offices at West One Village)
Contract: Permanent, Full-time, Monday–Friday
Salary: Competitive, plus annual bonus and excellent benefits package
Ready to take the next step in your career?
Optima Legal, part of the PEXA Group, is growing – and we’re on the lookout for our next cohort of Senior Case Executives / Remortgage Case Handlers to join our fast-paced, customer-focused team.
You’ll be supported by dedicated technical trainers, empowered by cutting-edge legal tech, and surrounded by a large collaborative team that’s shaping the future of conveyancing.
What’s in it for you?
This is more than just a role – it’s an opportunity to grow in a supportive, people-first culture with benefits designed around you:
Competitive salary + annual bonus
Hybrid working – 2 days in our stunning Leeds offices (you choose the days)
️ 25 days holiday (plus bank holidays), increasing with service
4 wellness days every year to recharge and reset, wellbeing is very important to us here at PEXA!
A modern workspace with open-plan seating, yoga classes, and an on-site coffee shop
Generous pension & health plan contributions
Career progression opportunities across the PEXA Group
It’s more than just a job – it’s a springboard into conveyancing, a chance to make a real difference, and a team that has your back.
Your Responsibilities
- Manage a high-volume caseload of remortgage matters from start to finish, with administrative support.
- Handle the more technical and challenging elements of the remortgage process with confidence.
- Deliver an outstanding service to clients, introducers, and business partners at every stage.
- Manage complex queries efficiently, resolving issues while protecting both the client’s and the business’s interests.
- Ensure all matters are billed correctly and that completion funds are transferred accurately and securely.
- Maintain files to the highest standards, ensuring compliance with SLAs, regulatory requirements, and industry best practice.
- Keep accurate and comprehensive records, including detailed telephone notes, while managing calls and emails promptly.
- Organise and prioritise workload effectively, ensuring deadlines are met and cases progress without delay.
- Take ownership of personal performance, consistently meeting and exceeding agreed targets.
- Proactively identify risks and implement solutions to prevent potential challenges.
- Support the development of Trainee Case Managers through guidance and coaching.
- Enhance the client journey by maximising the use of digital conveyancing systems and tools.
Your Experiences
- 2+ years experience as a Senior Case Executive handling complex remortgage cases
- Solid Remortgage experience
- Strong understanding of UK property law, remortgaging processes, and lender requirements
- Familiarity with regulatory requirements, including Anti-Money Laundering (AML) and GDPR
- Passion for providing an exceptional customer experience
- Sale and Purchase experience is an advantage.
Start your week with purpose at PEXA – where innovation, collaboration and purpose come together to transform the way you experience your career. #bettertogether #makeithappenmakeitcount #innovateforgood
Sounds like you?
We at Optima Legal are ready so if this role sounds like you apply today.
To be conducted as part of post offer employment checks:
The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected, you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, and your data protection rights, can be found at [Cifas].
GDPR Compliance
Digital Completion UK Limited (trading name “PEXA”), Optima Legal Services Limited (trading name \”Optima Legal\”) and Smoove Limited(a holding company which comprises of the following wholly owned trading Subsidiary companies: United Legal Services Limited, United Home Services Limited, Legal-Eye Limited, and Amity Law Limited) are all owned directly by DigCom UK Holdings Limited, which is a wholly owned Subsidiary of PEXA Group Limited in Australia (ACN 140 677 792; ASX: PXA) (referred tocollectively as“PEXA Group”).
When we processyour applicant personal data for recruitment purposes, we do so as a controller. If as part of the recruitment process, we share your personal data with anothercompany within thePEXA Group, that company may process your personal data as either an independent controller or, in certain circumstances, a joint controller. By applying for this role, you consent to us processing your personal data in accordance with the UK General Data Protection Regulation (\”UK GDPR\”) and the Data Protection Act 2018, and further information can be found in our privacy notice https://pexa.co.uk/applicant-policy/.
#PEXAUK
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Remortgage Case Manager employer: PEXA Group Limited
Contact Detail:
PEXA Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remortgage Case Manager
✨Tip Number 1
Familiarise yourself with the latest trends in remortgaging and property law. This will not only help you during interviews but also show your genuine interest in the field, making you a more attractive candidate.
✨Tip Number 2
Network with professionals in the conveyancing industry, especially those who work at Optima Legal or similar firms. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your ability to handle complex remortgage cases. Highlighting your problem-solving skills and customer service focus will resonate well with the hiring team.
✨Tip Number 4
Research Optima Legal's values and recent developments within the company. Tailoring your conversation to align with their mission and showcasing how you can contribute to their goals will set you apart from other candidates.
We think you need these skills to ace Remortgage Case Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Remortgage Case Manager. Highlight your relevant experience in handling complex remortgage cases and your understanding of UK property law in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your 2+ years of experience as a Senior Case Executive and any specific achievements in managing remortgage transactions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional customer service and your ability to handle complex queries. Mention how your values align with Optima Legal's people-first culture and their commitment to innovation.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at PEXA Group Limited
✨Know Your Remortgage Basics
Make sure you brush up on your knowledge of remortgaging processes and UK property law. Being able to discuss these topics confidently will show that you're well-prepared and understand the role.
✨Demonstrate Customer Focus
Optima Legal values exceptional customer service. Be ready to share examples from your past experiences where you went above and beyond for clients, highlighting your passion for providing a great customer experience.
✨Prepare for Technical Questions
Expect questions about handling complex queries and compliance with regulatory requirements like AML and GDPR. Prepare specific scenarios where you've successfully navigated these challenges in your previous roles.
✨Showcase Team Collaboration
Since the role involves supporting Trainee Case Managers and working within a collaborative team, be prepared to discuss how you've contributed to team success in the past and how you can support others in their development.