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- Tasks: Manage remortgage cases from start to finish, ensuring exceptional client service.
- Company: Join Optima Legal, a leading property law firm with a supportive culture.
- Benefits: Enjoy competitive salary, hybrid working, wellness days, and career progression.
- Why this job: Make a real impact in conveyancing while growing your skills in a dynamic team.
- Qualifications: 2+ years in remortgage case handling and strong UK property law knowledge.
- Other info: Collaborative environment with modern workspace and excellent training support.
The predicted salary is between 28800 - 43200 £ per year.
Hi, we’re Optima Legal, part of the PEXA Group. 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 every day. The team is led by experienced, specialist solicitors equipped to handle complex remortgage transactions.
Why join Optima Legal? We pride ourselves on attracting, developing and retaining a diverse range of people in various 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 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?
- 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
- 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
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.
Remortgage Case Handler in Bradford employer: PEXA UK
Contact Detail:
PEXA UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remortgage Case Handler in Bradford
✨Tip Number 1
Network like a pro! Reach out to current employees at Optima Legal on LinkedIn. Ask them about their experiences and any tips they might have for your application. A friendly chat can give you insider info that could set you apart.
✨Tip Number 2
Prepare for the interview by practising common questions related to remortgage cases. We recommend role-playing with a friend or using online resources to get comfortable with your answers. Confidence is key!
✨Tip Number 3
Show off your tech-savviness! Since Optima Legal uses cutting-edge legal tech, be ready to discuss how you've used technology in your previous roles. Highlighting your adaptability can really impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Optima Legal family.
We think you need these skills to ace Remortgage Case Handler in Bradford
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 2+ years of experience as a Senior Case Executive. We want to see how you've handled complex remortgage cases and what makes you a pro in this area!
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect the skills and experiences that match the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key points stand out without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at PEXA UK
✨Know Your Stuff
Make sure you brush up on your knowledge of remortgaging processes and UK property law. Be ready to discuss specific cases you've handled, especially the complex ones, as this will show your expertise and confidence in the field.
✨Showcase Your Customer Service Skills
Optima Legal values exceptional customer experience, so prepare examples of how you've gone above and beyond for clients. Think about times when you resolved issues efficiently or improved a client's journey through the remortgage process.
✨Be Ready for Technical Questions
Expect questions that dive into the technical aspects of remortgaging and compliance with regulations like AML and GDPR. Brush up on these topics and be prepared to explain how you ensure compliance in your work.
✨Demonstrate Team Spirit
Since you'll be part of a collaborative team, highlight your experience working with others, especially in coaching or guiding less experienced colleagues. Show that you're not just a lone wolf but someone who contributes to a positive team environment.