Job Summary & Objectives: 

• To fastidiously manage the conveyancing process of property sales from offer agreed to completion.   

• Proactively communicating with all parties; solicitors, mortgage advisors, vendors and purchasers by telephone.   

• Ensuring all records are meticulously maintained including all communication notes and progress updates in Alto 

Key Performance Indicators (reviewed Annually): 

• Sales Progression checked every 7 days 

• Request Google review on completion 

• Check purchaser’s Financial Services arrangements and a referral to Mortgage Broker 

• If both parties’ using same solicitor check a referral of one party made to Conveyancer  

• Reduce the time from sale agreed to completion on a rolling 3-month basis 

• Update Sales Progression Excel Log and Alto Sales Progression daily 

• Ensure all notes are clear and logged correctly in Alto 

• Prepare and issue sales memoranda on the day all sales information is gathered and due diligence completed 

• Reduce the time from sale agreed to completion on a rolling 3-month basis 

Key tasks to include (subject to change according to business needs): 

• All sales to be managed in accordance with company policies, ensuring Vendors & Purchasers are kept fully updated with the current situation, and any issues identified are promptly resolved. 

• Ensure all communications with the company are handled promptly and effectively. 

• Cover Client Service Associate duties, when necessary, not only during absences, but during the working day to facilitate their attendance at properties etc including: 

• All applicant enquiries to be used as an opportunity to build a relationship, comprehensively recording requirements in accordance with company guidelines to match available properties  

• Generate Market Appraisals from Viewing Enquiries when property to sell locally. 

• Agree sales and carry out due diligence 

• Refer new applicants to Financial Services (Mortgage Broker) at initial contact 

• Refer new applicants to Conveyancer at initial contact 

• Refer purchasers and vendors service providers they may require during the purchase/sale process including surveyors, removals, gas/electrical testing, damp proofing etc at the time offer accepted. 

Skills, Qualifications & Attitude: 

• Professional appearance appropriate to the role 

• Confident and outgoing personality 

• Self-motivated, positive and have a desire to achieve results 

• Good interpersonal skills and a pleasant attitude 

• Ability to work under pressure when workload demands 

• Good time management and the ability to prioritise 

• Strong written and verbal communication skills 

• Good knowledge of Microsoft Word & Excel 

• Knowledge of Alto software an advantage  

• Knowledge of Estate Agency compliance regulations and legislation an advantage