Po257 - Retentions Advisor - Saffron Walden, United Kingdom - Saffron Building Society

Saffron Building Society
Saffron Building Society
Verified Company
Saffron Walden, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Location:
Saffron Walden, Essex

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Salary: £32,000 - £38,000

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Vacancy type: FTC - 15 months
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Hours of work: 35 hours per week

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Date posted:

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Closing date: Open


Purpose of the role:


Working collaboratively to deliver high productivity, undertaking end to end mortgage processing (excluding Completions) and administration across the Member Services Department that results in service that stands out for all Members and Brokers.


The day to day role:


  • Providing mortgage advice in a regulated environment adhering to Saffron's lending criteria/ eligibility providing customers with a professional service that stands out.
  • Following the Society's advised sales process and execution only sales process for the delivery of appropriate outcomes for existing mortgage customers.
  • Adhering to the Society's Mortgage Sales Policy, Lending Policy and Criteria at all times to ensure the process adheres to the appropriate regulation & legislation relevant to the role, and cases meet the Society's risk appetite. In instances where a case does not meet criteria and adviser believes it is appropriate to refer a case to Underwriters, the referral must contain a full rationale for the referral, identifying why this is in the interests of the customer and the Society to proceed.
  • Identifying and managing complaints in accordance with the Society's Complaint Handling Policy and Procedures. Where a complaint arises, you will take ownership and management of that complaint, unless it relates to another business area or is a complaint against you personally; in which case, you will pass this on in a timely manner Authorise redress where appropriate within own mandate as detailed in the Complaints Policy.
  • Satisfying the requirements laid down by the Society Training & Competence scheme.
  • Proactively maintaining relationships with customers using the retention maturity process.
  • Undertaking and documenting continuous professional development (CPD), including market awareness and technical knowledge.
  • Offering a full advice service to customers when required on a regulated mortgage contract when looking at alternative product options or new lending.
  • Processing retention administration including creating illustrations, ensuring requests to switch products are passed implemented swiftly by colleagues with the requisite permission
  • Identifying the need to refer customer to a third party if the Society is unable to provide a solution to meet their needs
. and more.


To be successful you will have knowledge of**:

  • CEMAP Qualified 1-3 (Specialist)
  • Financial Services and Regulation (Specialist)
  • Sound knowledge of mortgage products, policy and procedures (Specialist)

Rewards & benefits:


  • Performance Related Recognition Scheme
  • Annual Bonus
  • Pension 5% Employee and 8.5% Employer
  • Physical, Mental and Financial Wellbeing support
  • Life Assurance & Income Protection
  • Holiday Exchange
and lots more. please get in touch to find out more.


About us:

We all know happiness comes from within. And it's no different with Money Happiness.

It starts right here At Saffron BS we're ready to build it, inspire it and celebrate it with our members, people and communities.


So, whatever that 'happy' is - from picking up the keys, to saving for that big day - we're here with open arms, curious minds, and the kettle on.

Ready to cheer our members on when they're winning or build them back up when things haven't gone to plan.

And why? Because that's what families do.

For us, this is much more than a job. We're here to make things better, roll up our sleeves and think what's next to rebuild.

Our people are the beating heart of Saffron, and it takes each and every one of us to provide the service we're proud of.

So, bring you Your energy, an abundance of team spirit and your hunger to help. Together we are building happy.

At Saffron, we are committed to building happy; for our communities, members, and each other.

We do this through attracting and building a diverse group of talent and encouraging an inclusive environment which fosters a sense of belonging for all.

We hire the best people and have a collaborative culture where everybody's uniqueness is celebrated and respected. We recognise the strength in having a diverse workforce, adding different perspectives, ideas and values. We are inspired to leave a legacy for our communities and each other.
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