Experience

Phillips Law

• United Kingdom
• Law Practice
• 1 - 100 Employee

• Trainee Solicitor

  • Mar 2023 - Present

• Commercial Property Legal Assistant

  • Oct 2021 - Feb 2023

  Basingstoke, England, United Kingdom • Assisting and supporting multiple fee earners with various commercial and residential property transactions involving purchases, sales, freehold and leasehold property, re-mortgages, development sites and auction sales. • Assisting, supporting and pro-actively dealing with numerous plot sales at different stages of the property transaction. • Liaising with clients to assist and resolve queries, particularly in the absence of fee earners. • Drafting legal documentation including… Show more • Assisting and supporting multiple fee earners with various commercial and residential property transactions involving purchases, sales, freehold and leasehold property, re-mortgages, development sites and auction sales. • Assisting, supporting and pro-actively dealing with numerous plot sales at different stages of the property transaction. • Liaising with clients to assist and resolve queries, particularly in the absence of fee earners. • Drafting legal documentation including contracts, transfer deeds, rent deposit deeds, leases, licences, deeds of variation, deeds of assignment, rent authority letters, statements of truth, statutory declarations and landlords warning notices. • Setting up new matters, carrying out client ID checks and issuing sales/contract packs. • Analysing property documentation and raising enquiries accordingly. • Raising invoices, completion statements and financial statements and resolving billing queries. • Assisting with completions, including carrying out insolvency checks and priority searches, registering transactions at HM Land Registry and dealing with stamp duty land tax payments and enquiries raised from these areas. • Carrying out adhoc requests such as exchanging contracts, obtaining mortgage redemption statements, setting up new companies, lease summary reports, research and client meetings. • Additional tasks including being on the charity committee and being a point of contact for updating Leap precedents. • Taking on additional legal secretarial responsibility for the commercial property team for 3 fee earners.



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Relationship Support Manager

  • Oct 2012 - Jun 2019

  Basingstoke, England, United Kingdom • Worked alongside multiple Relationship Directors to manage, co-ordinate and support an allocated client base. • Monitored risk exposure and covenant triggers, and took action as required to protect the banks position. • Liaised with the clients and all internal departments to deliver exceptional customer service and achieve a high standard of customer satisfaction. • Managed phone call queries and carried out adhoc requests as required. • Internal monitoring, payments and… Show more • Worked alongside multiple Relationship Directors to manage, co-ordinate and support an allocated client base. • Monitored risk exposure and covenant triggers, and took action as required to protect the banks position. • Liaised with the clients and all internal departments to deliver exceptional customer service and achieve a high standard of customer satisfaction. • Managed phone call queries and carried out adhoc requests as required. • Internal monitoring, payments and administration of specialist facilities with limits of up to £200m. • Daily and monthly reconciliation of bespoke facilities, which were tailored to meet the needs of individual clients. • Reconciling facilities and amending reserves. • Management account monitoring. • Writing and delivering training. • Reporting to senior stakeholders on issues and information as required. • Writing, reviewing and updating standard operating procedures. • Drafting client documentation

• Relationship Assistant

  • Nov 2006 - Oct 2012

• Agreement Finance Advisor

  • Aug 2005 - Nov 2006



THE AUTOMOBILE ASSOCIATION LIMITED

• Switzerland
• Telecommunications
• 1 - 100 Employee

• Group Payables Administrator

  • Nov 2003 - Aug 2005