Nina Morokar

Working in the Finance Department of the School assisting the Bursar and Management Accountant with day to day operations and getting everything ready for the new school term. Sorting out delivery of text and exercise books against invoices and organising these as per subject requirements. Drafting letters, ordering and sorting out stationery, dealing with Purchase Orders etc.

Working for two Senior Partners and dealing with mostly commercial property related transactions (90%) with some residential conveyancing. Opening files, dealing with initial correspondence, raising enquiries, providing replies, preparing draft bills and completion statements. Carrying out Priority and Bankruptcy Searches where applicable.

• Joined a local firm in North London in a busy property department working for a Partner/Licenced Conveyancer, and assisted other Fee Earners as and when my workload allowed. • Opening files, dealing with correspondence, drafting Completion Statements, SDLT Forms and carrying out pre-completion searches in readiness for completion, dealing with all post completion requirements and Land Registry. • Preparing all E-Chits for payments received and to be made • Used Quill File Management System and BigHand audio.

• Started there on a temporary contract for 5 weeks and was offered a permanent position. • Working for a Partner, who was head of the Property Department, and two Solicitors in the team. • Opening Files and carrying out client Due Diligence and Conflict Checks. • Preparing client care letters and initial letters to other parties. • Downloading Office Copy Entries of Title and Filed Plans using the Land Registry Portal, preparing Contract Packs and requesting Managing Packs (where appropriate) on sale files. • Ordering searches on purchase files using InfoTrack. • Up-dating clients and Estate Agents on progress of sale/purchase, over the telephone and/or via email. • Dealing with Local Authorities in relation to Planning Documents, Building Regulation Completion Certificates, Tree Preservation Orders etc. • Requesting Redemption Statements from Lenders, checking these and advising clients. • Preparing draft SDLT Forms, Completion Statements and Bills on files in readiness for completion. • Doing OSI and Bankruptcy Searches via the Land Registry Portal and diarising the expiry dates of these on my own and the Fee Earner’s calendar, with a reminder one week prior. • Preparing all E-Chits for payments received and to be made. • Dealing with all Post-Completion matters, including submission and payment of Stamp Duty Land Tax at HMRC, preparing and sending out Notices of Transfer/Charge where appropriate, preparing and submitting API Registrations at Land Registry, dealing with Land Registry Requisitions when received and sending Title Registration documents to the Lender and/or the clients on completion of same at Land Registry. • Preparing Cash Statements (reconciling the ledgers) and returning any funds to clients. • Closing and archiving files. • Conducting SmartSearches on clients. • Used TFB File Management System and audio dictation.

• Liaising with Clients and Solicitors, over the telephone and via correspondence, • Preparing Client Care Letters and documentation: - On sale matters preparing all documents for sales pack, including obtaining Office Copy Entries of Freehold/Leasehold Titles, copy Leases, drafting Contract, Protocol Forms, Transfer Form, etc. - On purchase matters instigating Searches through Searchflow, and checking results on receipt • Applying for and corresponding with Management Companies regarding Management Information Packs, Service Charge information etc. • Dealing with Lease Term Extension matters including preparing bundles for the First Tier Tribunal • Communicating with Local Authorities to obtain Planning documentation etc. • Completing Legal Charges, Guarantees and other Mortgage documents • Submitting documentation to Mortgage Lenders and Land Registry via their respective Portals • Requesting Redemption Statements from Mortgage Lenders and checking and reporting to clients on the same • Drafting Invoices and reconciling Financial Statements with the client ledger prior to completion • Preparing Posting Slips and authorising Accounts Department to make relevant payments on a client matter e.g. Estate Agent’s Fees, Land Registry Fees, Service Charge apportionments, settlement of firm’s fees, etc. • Dealing with post completion procedures, preparing AP1s and supporting documents and submitting at Land Registry, preparing SDLT Forms and submitting to HMRC • Time recording for Fee Earners • Solely responsible for preparing files in the London office for Compliance audit (CQS), including carrying out SmartSearch on clients • Organising client meetings with Fee Earners, and internal meetings relating to conveyancing updates and internal procedures and taking notes • SOS File Management System and transcribing dictation using the BigHand system

Firm acquired by Humphries Kirk LLP

• Working with the Managing Director and his PA in a very small company (started off at 3 days a week – eventually did 5 days a week due to workload). Average applications per month were between 27-34 • Liaising with Mortgage Lenders and clients on a daily basis • Sourcing cheapest life cover for clients (Term Assurance Policies) and submitting Life Assurance Applications on line • Following through with clients regarding any medical questionnaires/medicals required by the Life Company. Liaising with Life Insurance Companies and clients on a daily basis • Preparing Client Fact Finds and Recommendation Letters, and ensuring notes on file were always comprehensive. • Up-dating the client database and filing system, preparing files for Compliance audit and file archiving

• Created templates for client contracts to capture individual requirements that could be processed appropriately. • Utilized my communication skills to deal with client enquiries on a day to day basis, both over the telephone and face to face. • Developed my understanding of customer relationship management with various clients, as my role had to be one which was adaptable to customers, in order to ensure their satisfaction of our products and service. • Created a firm wide filing system to increase accessibility of data across the organisation. • Converting Enquiries into Contracts after clients attended food tastings. • Liaising with venues to check availability of dates on behalf of clients and booking venues. • Diary management for the managers. • Responsible for collection of monies from clients, payments to suppliers and timely delivery of transaction receipts. • Attending venues for site visits with clients to run through details of their event and preparing itineraries with them. • Preparing files to ensure that all events ran smoothly and were carried out as per the client’s requirements.