Retentions Advisor
3 days ago
**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. Andwhy? 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’re building happy.
**The Role**
This role will work alongside your successful retentions team colleagues and together ensure a seamless customer journey for our existing members.
Our successful Retentions Adviser will be fully CeMap qualified with at least 1 years’ experience in a recent Mortgage Adviser role.
**Key Responsibilities (not limited to)**
- To follow the Society’s advised sales process and execution only sales process for the delivery of appropriate outcomes for existing mortgage customers.
- To adhere Saffron’s lending criteria and lending policy at all times to ensure the process adheres to the appropriate regulation & legislation relevant to the role.
- To ensure that all existing customer enquiries are dealt with professionally, efficiently and promptly and within agreed SLA's
- To ensure that all cases managed by the Adviser are processed promptly and monitored thereafter on a regular basis
- To satisfy the requirements laid down by the Society Training & Competence scheme.
- To proactively develop and maintain effective relationships with colleagues across the society to ensure the delivery of a first class service.
- To proactively maintain relationships with customers using the retention maturity process.
- To undertake and document continuous professional development (CPD), including market awareness and technical knowledge.
- Offer full advice service to customers when required on a regulated mortgage contract when looking at alternative product options or new lending.
- Process retention administration including creating illustrations, ensuring requests to switch products are passed to & dealt with by mortgage servicing.
**About You**
- Excellent communication and interpersonal skills.
- Strong organisation skills and attention to detail.
- Able to work alone and to tight timescales.
- Respectful and kind; the way we treat each other sets the tone for how we treat our customers
- Full Ce-MAP qualification
**Rewards & Benefits**
Contract: Permanent
**Salary**: £30k-£35k basic salary
Hours: 35 hours per week.
- Flexible working; all our roles have flexibility, it’s just some offer greater flexibility than others, just ask us
- Recognition Scheme
- Discounts through Saffron rewards
- Annual bonus scheme
- Physical, mental and financial wellbeing support
- Pension, Life Assurance & Income Protection
- Holiday exchange
- Staff Mortgage Benefit
and lots more.please get in touch to find out more
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 hirethe 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 ourcommunities and each other.