Accomplished case management professional with extensive experience achieving positive client outcomes. Planned strategically to manage high-volume caseloads within assigned deadlines. Prioritised ethical practice for optimised compliance.
Overview
15
15
years of professional experience
Work history
Senior Legal Case Manager
ADANS Solicitors & Advocates
London
01.2014 - Current
The role entails dealing with a heavy caseload of Freehold & Leasehold residential properties
Supervising and training a Trainee Licensed Conveyancer and two paralegals on day to day tasks of conveyancing transactions
Ensuring compliance with CQS standards and firm's internal procedures
Residential Property
Advising UK and overseas based individuals on acquisitions of residential property ranging from mid-value to high value properties
Dealing with a heavy caseload involving Sale, Purchase, Right to Buy, Re-mortgage, New Built, Transfer of Equity, Help to Buy (ISA & other) and Shared Ownership transactions from the initial stages right through to completion without any supervision
Drafting contracts whilst ensuring all details are accurate beforehand, raising and replying to pre-exchange enquiries and commissioning searches
Involved in exchanging contracts, undertaking any pre-completion work and all associated working such as liaising with bank, clients and other party solicitors
Considering mortgage & bridging loan offers and lenders instruction, ensuring that all their requirements and compliance under CML Handbook is satisfied
Preparing Completion Statements, reporting to clients on Title
Completing online Stamp Duty Tax Returns ensuring all details are accurate and complete
Dealing with post completion issues and correspondence including registration at the Land Registry and scheduling deeds
Grant and acquisition of leases, drafting and amending Commercial Leases, Contracts, Licences, Rent Deposit Deeds and Lease Précis
Dealing with Lease extensions
Managing a team of a Trainee Licensed Conveyancer and two paralegals
General
Actively involved in business development and networking by attending networking events with agents and developers to generate new business
This has resulted in my receiving direct instructions
Working on the case management system and using legal databases for research purposes and precedents for drafting
Attending events at exhibitions to maintain and develop existing business relations with agents and developers as the sole representative of the Firm
Dealing with clients in a professional and personable manner
Clients often provide referrals and future instructions
Immigration Seat
Undertaking all aspects of preparing and submitting visa applications, in particular:- Tier 1, Tier 2, Tier 4, Spouse, Partner, Visit, Work, Settlement, Naturalisation EEA, Long Residence and Discretionary Leave applications
Drafting and submitting Appeal Grounds on which appeals were to be made upon, preparing Skeleton Arguments & Appeal Bundles
Registering corporate clients with the Home Office under Tier 2 (General) and Intra Company Transfer Category
Advising clients on conducting Resident Labour Market Test
Issuing Restricted & Un-restricted COSs on behalf of corporate clients using Sponsorship Management System (SMS) as Level 1 User
Briefing and liaising with counsel in relation to the immigration matters
Litigation Seat
Drafting and submitting Particulars of Claim, working on small claims to large claims and preparing trial bundles.
Progressed cases quickly through accurate data processing and management.
Communicated case updates with solicitors, barristers and judicial teams.
Escalated suspicions around Anti-Money Laundering regulation breaches for senior appraisal.
Associate Solicitor
Daybells LLP
01.2011 - 01.2014
An integral part of this small but well established firm
Due to the firm's dynamics I have gained a variety of experience which was hands on from the offset
Responsible for and maintaining a healthy case load supervised by the principal of the firm
Continuing to develop and maintain client relationships for the firm and network to attract new clients and business
Commercial Property Seat
This seat consisted of both freehold and leasehold commercial transactions
Drafting and negotiating Commercial Leases
Drafting Rent Deposit & Extension Deeds and Licence to Assign
Retainers varied from small companies to large corporate organisations
Have worked for clients across a variety of sectors including retail, restaurants, care-homes and health and leisure
Maintained the retainer from beginning to the end of the transaction
Residential Property Seat
This seat comprised of both freehold and leasehold residential conveyancing
Drafting Contracts, Deeds and Leases
Dealing with all pre-exchange, exchange, completion and post-completion formalities
Transactions varied from simple freehold sale/purchase to acquisitions of residential units including new development, off-plan and complex residential leasehold transactions
Prepared auction packs for auction sales and have also worked on auction purchases
Transaction Law Seat
To provide a wide range of legal services to the Organization;
On the basis of underwriting reports and supporting documents from the risk underwriting team, review and confirm the eligibility of investment projects and/or commercial transactions proposed for ATI insurance or guarantees;
Conduct legal due diligence on proposed transactions, review documentation on transactions ATI intends to insure and advise on their adequacy including, without limitation, insurance applications, loan/finance agreements, common terms agreements, security documents, intercreditor agreements, supply contracts, guarantees (sovereign or corporate), power purchase agreements, legal opinions, letters of support - as applicable;
Review and advise on transaction structure and related documentation (equity investment, project finance, trade finance, corporate finance etc.);
Review ATI's policy wording/insurance contracts (general conditions of insurance, special conditions of insurance, warranties and representations, exclusions, amendments, various endorsements) and reinsurance contracts and propose improvements in line with compliance to relevant insurance laws, regulatory requirements and claims experience;
Negotiating/structuring insurance cover: Assist when and where necessary ATI's underwriting team in negotiating with clients the scope of cover including but not limited to specific terms and conditions of insurance, amendments to insurance contracts or endorsements or any other underlying legal agreements ;
Drafting and submitting Particulars of Claim, working on small claims to large claims and preparing trial bundles
Assist ATI's claims and recoveries team in developing strategies for claims avoidance and/or evaluating actual claims for compensation by insured or reinsured
Assist ATI in obtaining recoveries where ATI has paid an insurance claim
Family Law Seat
Assist with divorce settlements, cohabitation agreements, childcare proceedings and other legal issues around divorce and separation
Advising clients on behalf of principle of their legal rights and best solution possible
Conducting legal research, writing legal documents, general preparation of the cases, liaising with other legal professionals.
Legal Representative of Solicitors
Crown
01.2009 - 01.2011
Family Courts in UK
Criminal and Family Law
Legal Rep of Solicitors in Crown and Family Courts in UK
Drafting witness statements, defence case statement, skeleton arguments for the Barristers and senior Counsels
Worked as a legal rep on high profile case of R v Mark Osborne & Ors in Central Criminal Court at Old Baily
Representing Solicitors firms in family cases in the Principle Registry of Family Division on cases of divorce, domestic violence to child alimony to possession cases.
Education
SQE 1 and 2 - Law
Law Society of England and Wales
United Kingdom
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2012
Diploma - Paralegal Studies
Institution of Paralegals
2010
LLB (Hons) - undefined
University of Wales
2008
Skills
SKILLS & INTERESTS
Fully proficient in all aspects of
Microsoft Office including Word, Excel and PowerPoint
Experience of West law and Lexis Nexis, Halsburys Laws of England
Effective principles based, commercial approach to decision making with a clear focus on outcomes
Excellent analytical, communication and relationship management skills
Thorough planning and organisational skills
Contracts management
Arbitration and litigation
Litigation
Mediation
Interests
Keen horse rider from a very young age.
Enjoy listening to music and watching musical performances.
Active in sports, particularly Cricket, Athletics and Table Tennis.
Additional Information
Note: I am getting married in U.A.E in January 2024 and therefore, relocating from United Kingdom.
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