Who are we and what we do….
We are part of Embrace Financial Services, which has existed in Exeter since 1989 in various different guises.
Mortgage Progression provides specialist management of mortgage and life assurance products for Top Performing Advisors. The benefit to the sales force is that customers’ mortgages are proactively progressed through to completion by specialist sales support staff thereby enabling the advisors to move on to the next sale with confidence.
Role purpose: To proactively manage Mortgage/Protection applications through to Exchange and Completion. To provide support and resolution to customer enquiries.
Relationships: Working on a team of support consultants, you will be required to build good relationships with customers, Financial Advisors, your team members, our panel of lenders, Aviva and Conveyancing Firms. Internal staff relationships will include estate agency staff and other internal Departments across all LSL EAD Brands.
Behaviours: Striving to achieve, productive, team player, customer focused, dependable, flexible, and reliable.
Competencies: Able to demonstrate organisation and time management skills, Proven excellent customer service skills, knowledge and/or understanding of Financial Services/Estate Agency, Excellent Telephone Manner.
Targets: Deliver quality service to all customers whilst managing a pipeline of circa 200 customers.
Benefits and General Information
Basic Hours: 37.5 hours per week. Team covers the hours between 08.30 am to 17:30 pm Monday to Friday. (One week 08:30am - 17:00pm the next week 09:00am - 17:30pm)
Dress code - smart casual with dress down Fridays
Holiday entitlement is 20 days not to include bank holidays (increases by 1 day for each full calendar year of service up to a maximum of 25)
Company subsidised medical plan
We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.
Due to the anticipated high volume of applications for this post we cannot, unfortunately, respond to them all. If you do not hear from us, therefore, please assume that your application had been unsuccessful on this occasion but be assured that we will keep your application on file should any similar roles be available in the future.
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