Case Executive

26th August 2022
Leeds, West Yorkshire
Job Type
Pay Rate


Our client based in Leeds is looking to recruit a Case Executive on a full time, permanent basis.

Duties will include:

  • Conduct a full title check of the office copies to establish what is involved in the remortgage
  • Ensure that every case / activity is worked as proactively and accurately as possible, updating all parties regularly
  • Liaise with clients/customers/3rd parties by telephone to keep them regularly and proactively updated and progress the case within SLAs
  • When a case is ready for completion you must ensure that request for funds is done in a timely manner in line with client SLA’s
  • Ensure that all files are billed correctly with the appropriate fees and on completion funds are sent to the correct place
  • Provide support/guidance to the administrators / customer service representatives
  • First point of contact for all customers/clients/third parties
  • Work with other departments to ensure the smooth flow of documents across the business
  • Deal with any ad-hoc tasks as required
  • Provide and excellent end to end customer journey provide regular updates to your customers.

Key requirements:

  • Minimum of 6 months experience in a similar role
  • Excellent communication skills both verbal and written
  • Excellent time management and organisational skills
  • Experience of working within a volume-based environment and working to multiple targets
  • Ability to deal with demanding customer
  • Good keyboard skills and a basic understanding of excel/word/outlook
  • Previous experience of working within client facing environment
  • Educated to GCSE level (minimum of 5 GCSE’s grades A-C)
  • Knowledge of the remortgage process is desirable.


Salary - £20,000.

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