Sales Progressor

We have an exciting opportunity for a Sales Progressor to join our team within Vistry West London, at our Ealing office. As our Sales Progressor, you will progress reservations to exchange and legal completion within the company agreed timescales.

You will support the customer journey and effect timely exchanges through regular communications with solicitors, mortgage brokers and estate agents, dealing with issues promptly and efficiently.

The successful candidate will keep the business informed on all sales progress for accurate financial legal completions forecasting.

We value in-person collaboration and team culture, but we’re also committed to supporting flexible working where possible. We encourage you to raise any specific requirements during the interview process so we can explore how this could be accommodated.

• Let’s cut to the chase, what’s in it for you...
  • Competitive basic salary and annual bonus
  • Salary sacrifice car scheme available to all employees
  • Mileage allowance
  • Up to 33 days annual leave plus bank holidays increasing to up to 39 days with service
  • 2 Volunteering days per annum
  • Private medical insurance, with employee paid cover
  • Enhanced maternity, paternity and adoption leave
  • Competitive pension scheme through salary sacrifice
  • Life assurance at 4 x your annual salary
  • Share save and share incentive schemes
  • Employee rewards portal with many more benefits...
• In return, what we would like from you...
  • Behave in line with our company values – Integrity, Caring and Quality
  • Legal and/or Estate Agency, New Homes background
  • Strong IT skills
  • Experience with CRM systems
  • A good understanding of building regulations and legal obligations
  • Proficient with MS Office programmes, specifically Outlook, Word and Excel
  • Proficient with Sales software e.g. Connections Database/COINs/Keys
  • Excellent telephone manner and email etiquette
  • Ability to deal with customers and stakeholders in a friendly and professional manner
  • Able to effectively handle difficult situations
  • Strong negotiation skills
  • Able to work under pressure, prioritise and meet set deadlines
  • Willing to be flexible in respect of day-to-day duties and hours worked

  Desirable...

  • 5 GCSEs/GCEs including Maths and English, or equivalent
  • A Levels (or equivalent) in any discipline
  • Relevant experience working for a residential housebuilder
  • Legal Conveyancing knowledge
  • Full driving license
• More about the Sales Progressor role...
  • Update internal systems with all sales progress activity, keeping all plot records up to date with accurate information.
  • Liaise with internal stakeholders from site set up and manage the customer Database until site sales presence.
  • Proactively communicate on a daily/weekly basis to the Sales & Marketing Director any issues with conveyancing and plot progression to ensure completions targets are achieved.
  • Ensure new developments are set up with the legal teams in readiness for the first sales release.
  • Obtain management proposals from the managing agents and set up the management companies.
  • Ensure contracts are issued by solicitors within the agreed timescales and with the correct plans/information.
  • Liaise with other Vistry departments to ensure enquires etc are responded to within a timely manner.
  • Produce weekly sales progression tracker for sales team.
  • Keep in touch with the sales team and the customer updating them on their purchase and advising them of actions they need to take.
  • Liaise with mortgage lenders, solicitors, estate agents and other Vistry departments to deal with any issues that arise.
  • Forecast expected exchanges, providing reasons for delays on overdue contracts to the business on a weekly basis.
  • Generate general customer communications, e.g. pre-contract meeting letters, 35-day intention to complete letters, welcome letters.
  • Complete extensive list of weekly and monthly KPI reports ensuring that the reports are completed in a timely and accurate manner.
  • Progress the part exchange resales to exchange and legal completion. Liaise with solicitors, estate agents and our external team that help us in the delivery of part exchange.
  • Present a positive image of Vistry through all dealings with purchasers.
  • Perform general office administration tasks, as and when required, to meet the needs of the department
  • Ensure all relevant Standard Operating Procedures, sales and all other policies & procedures are understood and adhered to, and that mandatory training requirements are kept up to date.
  • Implement Vistry’s continuous drive to deliver excellent customer service by advocating the customer journey and consistently exceeding customer expectations.
  • Assist with internal or external audit as required in line with Vistry Values of ICQ.
  • Carry out and review customer ID checks.
  • Carry out and review proof / source of funds for customers and any related third party (e.g. giftors).
  • Assess the risk profile of customers and whether there have been any changes.
  • Review and assess any potential SIP / PEP and SAN matches and action / resolve in accordance with policy.
  • Liaise directly with customers, giftors and any third parties (e.g. trustees, directors, solicitors etc) to ensure a smooth, timely and compliant AML journey for the customer.
  • Review company searches and press searches, where required.
  • Ensure evidence to support AML due diligence and comprehensive notes are recorded and stored in accordance with policy.
  • Escalate any potential and actual difficulties regarding AML compliance to Sales Director / Legal for review and guidance.
  • Use Vistry systems to perform and execute your role requirement to drive excellence and ensure clarity of information records for business needs and demands.
  • Conduct yourself with internal and external stakeholders as ambassadors of Vistry.