Remortgage Case Manager
Remortgage Case Manager
Posted on :
22-08-2025
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1 Vacancy
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Job Description
Hi were Optima Legal part of the PEXA Group.
We know youll Google us before applying so lets 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 MondayFriday
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 were on the lookout for our next cohort of Senior Case Executives / Remortgage Case Handlers to join our fast-paced customer-focused team.
Whats in it for you
This is more than just a role its 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
Its more than just a job its 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 clients and the businesss 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; ASX: PXA) (referred tocollectively asPEXA 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 Experience:
Manager
Employment Type
Full-Time
Key Skills
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