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Customer Service Advisor

Job LocationBirmingham
EducationNot Mentioned
Salary20,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

SF Recruitment are working with a business based in Birmingham City Centre who are looking for a Customer Service Advisor to join the vibrant team. Hybrid working THE ROLE The Developer Support Team (DST) support the Developer and Broker throughout their relationship with the business. Assessing their proposals, issuing indicative terms, curating information and then allocating the qualified project to a Case Manager. They workwith the wider team to help close the deal, seeking feedback and following up to maximise future value to the business. They are the escalation point for service issues. KEY RESPONSIBILITIES - Qualify and assess new projects that are submitted on the platform using the standard appraisal form. - At all times focusing on delivering a prompt and service led approach utilising telephony and other methods of communication. - Where appropriate, issue a decision in principle (DIP) and agree next steps. - Or decline the project and explain the reasons behind the decision and agree next steps as appropriate. - Chasing outstanding DIPs to obtain acceptance and getting the payment to allow us to undertake Know Your Customer (KYC) checks. - Collation of relevant KYC information and project details to allow swift hand over to Case Managers, who will then underwrite the deal. - Working with Case Managers to instruct and chase RICS valuations. - Maintaining the CRM systems and platform with up to date customer records and notes. - Offering first point of contact support to the Developer throughout the project funding process. - Attending property network meetings and trade shows where required. - Actively managing the sales pipeline and working with the Regional Business Development Managers and Case Managers to close potential opportunities. SKILLS REQUIRED AND BACKGROUND - Minimum of 1 years experience in sales/business development role or Customer Services - Excellent interpersonal and communication skills - Strong analytical skills and ability to analyse transactions - Excellent verbal and non-verbal reasoning - Hard-working individual - Extensive IT experience - including MS Office Suite in addition to various internal and external programs and CRM - Clean, full driving licence BENEFITS We know theres more to life than work. Thats why when you join the business, we provide the following benefits: - Pension matching up to 5% - Share Options Scheme - Death in Service cover 3 x salary - 25 days holiday plus 8 bank holidays initially, rising with length of service - Opportunity to buy or sell holiday - Electric Car Scheme - Bike to work scheme - Perkbox which gives a range of benefits such as discounts off shopping, discounts off cinema tickets, free coffees, mobile phone insurance etc - Family friendly policies - Start and finish times flexible to suit

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