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

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

• 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.