Job Title: Sales Support Assistant
Band: Team Player
Department: Direct Mortgages
Reports to: Resource & Management Information Manager
Main purpose of job
To process all Direct Mortgage applications within agreed service standards whilst maintaining a high level of accuracy in all aspect of work. To provide a high quality friendly and efficient telephone service to customers, maximising on income potential and lead generation.
Key Accountabilities
- To open all post promptly and update all relevant business areas.
- To process applications for Direct Mortgage customers using either paper or electronic applications.
- To deal with all customer queries efficiently at the same time promoting the benefits of mutuality by portraying a friendly, helpful and professional manner
- To process all customer correspondence within given timescales
- To ensure that any follow up action is taken and recorded
- To keep up to date with all products and procedures, having all information to hand for ease of access
- To maximise on opportunities for income where possible on inbound and outbound calls and for on-line mortgage applications
- To work effectively within the team for the benefit of self and others, sharing best practice and knowledge
- To ensure that an equally high level of service is offered to colleagues based in both Leeds and Silverlink (Direct mortgages)
- To work effectively with other business areas to resolve issues and enhance relationship
- To conform to and ensure compliance with all professional associations and regulatory bodies
- To respond to change in a positive manner and give any necessary feedback constructively
- To carry out ad-hoc tasks and duties requested by your line manager
- To scan, package and despatch Mortgage applications and Homeowner loans to customers on a daily basis
- To maintain spreadsheets on a daily basis for management information purposes
- All Society employees are required to pay due regard to the interests of its customers and treat them fairly
Internal & External Relationships
INTERNAL
Colleagues, Team Leaders and Managers both within Direct Operations and throughout the Society
EXTERNAL
Customers and potential customers of the society.
Responsibilities for Resources, Financial/Human/Physical
PHYSICAL
Security of equipment
For more information on the above position please telephone the Human Resources department on: 0113 225 7654
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