CompleteASAP
Sales Progressor
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As an integral part of the success of our business, a Sales Progressor has responsibility for ensuring that the referring agents and their clients have the best possible experience throughout the conveyancing process and reach the point of completion ASAP.
Core Duties
- Adhere to the ASAP Protocol, workflow processes, and call standards.
- Maintain high standards of accuracy and professionalism at all times.
- Effectively develop relationships with all relevant parties in the transaction.
- Managing the progress of transactions from the point of instruction to completion.
- Chasing solicitors for task and milestone updates throughout the duration of the transaction and managing the inputting of accurate progress information into internal systems.
- Guiding sellers and buyers on the conveyancing process.
- Ensuring that agents and clients are kept informed of case progress.
- Ensuring that the chain involved is regularly contacted and the system is updated appropriately.
- Delivering excellent customer service.
- Establishing and reporting forecasted exchanges monthly to the business and appropriately referring agents.
- Adding all relevant information to appropriate reports and spreadsheets.
- Calling buyers, sellers and estate agent clients weekly (or agreed frequency) & noting internal systems appropriately.
- Always being an advocate of the company.
- Understanding & adhering to the internal escalation process.
- Attend all meetings and training as required.
- Refer clients to our relevant utility partners.
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Desirable Knowledge and Experience
- Previous experience working within an estate agency environment.
- Knowledge of GDPR and confidentiality practices.
- Experience working in a professional office.
- Experience within a remote working environment.
- A strong understanding of the home-moving process and property transaction journey.
- Excellent communication and organisational skills.
- Ability to manage multiple tasks and work effectively in a fast-paced environment.
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Working Relationships
In this role, you will work closely with fellow Sales Progressors and will report to our Sales Progression Managers to ensure a smooth and efficient customer journey. You will also collaborate with a range of internal departments, including Client Services, HR, and Training.
Externally, you will build and maintain professional relationships with solicitors, estate agents, buyers, and sellers, acting as a key point of contact throughout the home-moving process.
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