Job Description

Are you looking to make a real difference-not just at work, but in the world? At Heron Financial, we're more than award-winning mortgage brokers. We're a proud Certified B Corporation committed to using business as a force for good. We're growing, and we want you to be part of our journey!

Role Summary

We're seeking a dedicated Case Progression Administrator to join our Case Progression team. In this pivotal role, you'll ensure our clients' mortgage applications are handled smoothly and efficiently, delivering an outstanding experience from start to finish. You'll work closely with clients, brokers, and solicitors, supporting them every step of the way.

What's In It For You?

? Comprehensive Training & Development: Grow your skills with ongoing support and mentorship.

? Company Sick Pay: Your wellbeing matters.

? Employee Assistance Programme (EAP): Access to confidential support when you need it.

? Purpose-Driven Culture: Be part of a business that's committed to social and environmental responsibility.

? Supportive, Inclusive Team: Join a friendly, approachable culture--no stuffy corporate vibes here!

? Opportunities to Make a Difference: Get involved in charity work, environmental projects, and more.

What We're Looking For

? Experience in a customer-focused environment

? Strong administrative skills and attention to detail

? Ability to prioritise tasks and work well under pressure

? Excellent organisational, interpersonal, and communication skills

? A positive, team-oriented attitude

? Outstanding customer service and telephone manner

Key Responsibilities

? Work alongside Case Progressors to deliver a seamless client experience through to completion

? Use our in-house systems to manage case notes, input data, and update application statuses

? Provide clients with regular updates and support throughout the mortgage process

? Maintain accurate client and mortgage records within our customer management system

? Build and nurture relationships with clients and introducers

? Manage inbound and outbound calls, taking messages and providing information as needed

? Collaborate proactively with internal and external stakeholders to support our clients' journey

Why Heron Financial?

Purpose-Driven Culture: As a Certified B Corporation we're recognised for meeting the highest standards of social and environmental responsibility. We believe in making a positive impact for our clients, our community, and the planet.

People-First Environment: Our founders believe in nurturing talent through mentorship, excellent training, and genuine support. We invest in our staff and celebrate every team member's growth and achievements.

Job Types: Full-time, Permanent

Pay: From 24,600.00 per year

Additional pay:

Bonus scheme Commission pay
Benefits:

Casual dress Cycle to work scheme Employee mentoring programme On-site parking Paid volunteer time
Schedule:

Monday to Friday Weekend availability
Language:

English (preferred)
Work Location: In person