- Manage the file progression process of sales from Sale Agreed to Completion.
- Manage a pipeline of sales in accordance with team SLA's for pipeline turn, abandon rate and communication standards.
- On a case by case basis ensure that all actions are completed to ensure that exchange and completion dates are met in accordance with agreed timescales.
- Ensure that outgoing documentation is sent to all relevant parties in a timely manner and is fully noted within our systems.
- Ensure that queries from any parties on a transaction are dealt with promptly and effectively with timely communication at all times with all parties.
- Ensure branch teams are aware (primarily via system notes) of the status of every sale you are managing on their behalf and ensure they are notified of all key events relating to the progression of the sale through system notes and emails.
- Advise management promptly of any issues arising, particularly where an agreed exchange or completion date may not be met.
- Where it is not possible to progress a sale due to difficulties between the parties or issues with the agreements originally reached ensure the branch manager is briefed and liaise with them to ensure renegotiation of the deal is completed swiftly and efficiently. Notably this would be in situations where there is a renegotiation on price.
- Discuss any complaints from any party with management as soon as they arise.
- Produce on a monthly basis a list of predicted exchanges with a targeted accuracy of 10%.
- Make quality system notes of key conversations with all parties. Confirm all conversations by system notes and forwarded email, or letter if a party does not have email access.
- Maintain and update system records in a timely way, highlight and correct data errors discovered on our system.
- Build strong relationships with branch staff and service providers such as:
- Ensure vendors and buyers are aware of the range of services available, specifically looking to upsell Conveyancing and Financial services upon Sale Agreed and emphasise the need for the buyer to have buildings insurance in place at exchange. Where appropriate identify other opportunities to offer on-going services relating to the property and the new owner e.g. lettings services.
- Ensure the company complies with agreed procedures and all relevant legalisation, compliance Codes of Conduct and Practice and Due Diligence procedures, including those laid down in the RICS "Blue Book". Pass any queries in this regard to the SST Associate Director as soon as they arise.
- Develop and apply an understanding of legal requirements of the conveyancing process.
- Have a clear understanding of all key documents required as part of the sales process and, where appropriate, be able to advise Vendors and Buyers on what they need to do to progress matters towards exchange and completion.
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Sales Progression Advisor - Bracknell, United Kingdom - Chancellors
Description
This is an exciting opportunity to join our fast-paced and hard-working Sales Progression Department at our Head Office in Bracknell as a Sales Progressor.
The Sales Progression team is an exciting opportunity for individuals with excellent communication skills and accurate administration skills to join a team that rewards employees with high organisational and prioritisation skills and offers uncapped commission opportunities available from upselling beneficial products and services to customers that will benefit the progression of the sale.
KEY RESPONSIBILITIES:
o Solicitors (panel and non-panel)
o Financial Services advisors (ours and others)
o Surveyors (ours and others)
