Home Ownership Assistant

Overview

First point of contact for customers, handling admin for home ownership transactions.

Key Responsibilities

• crm processing
• data entry
• stakeholder management
• customer service
• sales targets
• compliance

Tasks

-Promoting and embedding the bpha brand, ensuring strong brand awareness and excellent customer satisfaction. -Building and maintaining relationships with stakeholders, customers, and colleagues. -Supporting the administration and processing of applications including data entry, with accurate record keeping ensuring documents are collated and uploaded efficiently to our CRM systems (Dynamics, Orchard) and spreadsheets. -Delivering a timely, customer-focused service for our customers wanting to buy more shares in their home, sell their shared ownership home, extend their lease, redeem their equity loans and other property transactions. -Proactively manage live enquiries and close those no longer proceeding. -Meeting or exceeding asset sales targets and contributing new ideas to improve ways of working. -Adhering to policies, procedures, and relevant legislation such as anti money laundering a General Data Protection (GDPR). -Undertaking other duties as required to meet the changing needs of the organisation and where required providing support to the wider sales and marketing team. -The first point of contact for customer enquiries, providing accurate and clear information.

Requirements

• ms office
• crm
• customer service
• teamwork
• adaptability
• housing knowledge

What You Bring

-Excellent team worker, able to build relationships and support colleagues and maintain a good team dynamic. -Eye tests -Strong customer service with excellent written and verbal communication skills (email, telephone, face-to-face). -Adaptable approach to work and sector changes. -Knowledge of shared ownership and affordable housing products. -Able to work in a busy, fast-moving sales environment and prioritise workload independently. -Experience building relationships internal and external customers. -Strong administrative skills; competent in MS Office, CRM systems, and telephony. -Experience of working in a fast paced administration environment. -At least two years’ experience in a customer-facing role (email, telephone, face-to-face).

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Benefits

-Life assurance cover -Holiday entitlement of 28-33 days a year, plus public holidays -A fresh and modern eLearning platform -Long service award -Competitive pay -Annual volunteering day -Counselling service -Breakout areas -Free fruit and refreshments -Mental Health First Aid -Opportunities for professional training and qualifications -Workshops and training sessions for new skills -Onsite cafe/restaurant at headquarters -Private healthcare -Contributory pension scheme -Free annual flu jabs -Discounted gym membership -Annual staff recognition awards -Discretionary reward scheme -Cycle to Work scheme

About Bpha

-Specialises in affordable housing, retirement living, shared ownership and specialist supported housing. -Develops portfolio of both general needs rental and innovative retirement and shared-ownership schemes. -Runs Carelink: a 24/7 responder service enhancing community safety and independence. -Pioneered health‑and‑housing partnerships to address well‑being through community‑focused design.

Sector Specialisms