Experience

Saffron Building Society

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Business Development Assistant

  • Jul 2022 - Present

• Mortgage retention manager

  • Mar 2016 - Jul 2022

  An integral part of the mortgage sales team leading the mortgage retention section, responsible for the day to day line management, ensuring my team are motivated, coached and developed.Telephone based role, retaining existing mortgage members, where there product is coming to its maturity using a set contact strategy.First point of call for any new or existing mortgage customers.Building key relationships with our mortgage advice team and other mortgage departments and welcoming new mortgage customers to the society and offering opportunities that may benefit them. Show less

• Customer Service Consultant

  • Apr 2019 - Nov 2019

  Completing reviews of customers finances on a 1-1 basis, spotting opportunities for 3rd party referrals such as independent financial advice/ later life planning and referring the customer on for the best possible customer outcome. Opening of savings accounts, cash handling, outbound/inbound call handling.

• Customer Service Assistant

  • Jun 2018 - Nov 2019

• Mortgage retention manager

  • Dec 2016 - Nov 2019

• Contact centre savings manager

  • Nov 2015 - Mar 2016

  An experienced team member of the contact centre, to assist my team manager in developing individuals to achieve required quality call standards and ensure correct outcomes for customers.Focuses on working towards the achievement of the society's lending, savings, commission income targets and overall business aims, Handling complaints which come via the contact centre through to resolution. Communicating by phone, email or webchat, assisting in the day to day running of the contact centre, to train and develop new and existing team members and being the teams first point of call.Proactively looking at alternative options for our customers and promoting the society. Show less

• Assistant Manager

  • Aug 2014 - Nov 2015

  A senior and experienced team member of the contact centre, to assist my team manager in developing individuals to achieve required quality call standards and ensure correct outcomes for customers.Focuses on working towards the achievement of the society's lending, savings, commission income targets and overall business aims, Handling complaints which come via the contact centre through to resolution.

• Customer Service Consultant

  • Feb 2014 - Aug 2014

  Member of the contact centre, working in a centralised unit responsible for the handling of telephone calls and selling mortgages, investments and insurance. To provide the highest level of customer service to all customers contacting the society. To deal with customer enquiry at first point of contact where mandates permit. Focuses on working towards the achievement of the societies lending plan, savings and other income targets and overall business aims.Conducting non-advised mortgage application interviews over the telephone for customers requiring a new mortgage in accordance with mortgage regulation.Conducting non-advised further advance interviews over the telephone in accordance with mortgage regulation and society policy. Show less



Motus Truck & Van

• United Kingdom
• Motor Vehicle Manufacturing
• 100 - 200 Employee

• Service Advisor

  • Nov 2019 - Jul 2022

• Service Advisor

  • Nov 2019 - Jul 2022