Spry Finance is part of the Irish-owned Seniors Money International group with over fifteen years of experience with providing Lifetime Mortgages to customers across the globe, including Ireland, Spain, Australia and New Zealand.
Our Values
* Responsible – We are careful and ethical in the way we conduct ourselves and our business. We take a prudent approach that enables older people access their wealth and retain, maintain and improve the energy efficiency of their home. Older people, and their families, can trust us to advise them with candor and clarity
* Approachable – We are ‘people-people’. We are human, open and available. We can take the time to understand every individual’s situation and needs and work hard to make them feel comfortable dealing with us.
* Dynamic – We are energetic, can-do and progressive. And so are our customers. Life doesn’t stop when you get older; it changes. Every day, we work to help older people to embrace the changes and opportunities that later life presents.
* Empowering – We believe that older people deserve more choice and more control over how they live their life in later life. We challenge the culture that expects them to make cutbacks and compromises in later life. And we enable them to access their hard-earned wealth so they can make the financial, family and life choices that suit them in later life.
* Inclusive – It’s not right that older people are denied access to credit and cashflow. We’re here to ensure that older people continue to have more choice and more control over their financial future.
Lead Administration Executive
Job Overview
The Lead Administration Executive is responsible for managing the sales-support administration processes, from receiving a lead to completing the application process. This role involves direct interaction with potential customers via phone and email who are interested in a Spry Finance Lifetime Loan. You will collaborate closely with Spry Finance Consultants (our sales agents), coordinate with third-party service providers, and report directly to the Team Manager.
Key Responsibilities
Lead Administration:
* Respond to inbound calls, emails, and online inquiries from potential customers.
* Screen leads for eligibility criteria.
* Record and maintain lead details in the Salesforce CRM system.
* Send information packs to qualified leads.
* Conduct follow-up calls to assess client interest in proceeding to the appointment stage.
* Collaborate with Consultants and applicants until the application is completed.
* Manage queries from the team email inbox.
CRM System Management:
* Perform data entry and general administrative tasks using the Salesforce CRM system.
General Administration:
* Provide administrative support throughout the sales phase of the customer cycle.
* Assist with other general office administration tasks as needed.
Qualifications and Experience
Professional Qualifications:
* APA (Loans) certification is desirable.
* Experience in mortgage lending administration is an advantage, but not required.
* 1-2 years of experience in an administrative role within a retail services company is
beneficial but not mandatory.
* Experience in a lender, broker, or other retail financial services company is beneficial but not mandatory.
* Proficiency with MS Office applications (Word, Excel).
Personal Attributes:
* Energetic and proactive personality.
* Strong team player with a collaborative mindset.
* Excellent interpersonal skills and a professional telephone manner.
* Highly organized and detail-oriented.
Compensation and Benefits
* Performance-based bonus system.
* 5% employer pension contribution (eligible after 6 months of service).
* Health insurance equivalent to VHI Plan B for individuals.
* 20 days of annual leave, increasing with service duration.
* Further education grants for relevant personal development and training.
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