Heidi Leake

This is a full-time position in a fast paced leasing and finance sales environment

My duties include:

• Taking enquiries over the phone (inbound and outbound)
• Initiate contact with new customers and prospects to establish needs and progress sales process.
• Creating finance applications for both Personal and Business customers
• Understanding and selling maintenance on top of a lease deal
• Placing vehicle orders including accurately completing profit sheets to match vehicle finance quotes
• Appropriately managing sensitive information
• Utilise CRM software efficiently, improving lead tracking and follow-ups.
• Assist customers through entire sales process to ensure satisfaction.

• This was a full-time position where I managed accounts through the customer's journey of leasing vehicles
• My duties include:
• Taking enquiries over the phone (inbound and outbound)
• Quoting customers via internal systems using thirteen finance company quote portals
• Boosted customer satisfaction with meticulous attention to detail in administrative tasks.
• Sold different maintenance and insurance packages on top of a lease deal
• Created and proposed finance applications
• Placed vehicle orders
• Managing our online live chat portal
• Facilitating contracts for both personal and business contracts
• Built strong relationships with customers, resulting in repeat business.
• Handled sensitive information discreetly; upheld company confidentiality policies.

• Position at Belvoir (Newcastle-under-Lyme) who manage over 350 properties
• My duties included:
• Answering calls, booking clients in for viewings and diary management
• Using multiple property portals such as SME, Let Alliance, DPS (Deposit Protection Scheme) and Tenant Shop (SULU) accurately inputting information
• Handling sensitive client information and performing credit checks
• Explaining fees and options to new tenants
• Taking card payments both over the telephone and in person
• Preparing and typing property Inventories and Check Out Reports
• Liaising with landlords and contractors in respect of property maintenance both urgent and non-urgent cases
• Dealing with all disputes including deposits with both landlords and tenants
• Processing all invoices with regards to certification for EPC, Gas/Electric, Legionnaires
• Assisting the Sales Department to include obtaining feedback, booking viewings and valuations
• Conducting viewings in person
• Facebook and Instagram administrator for the franchise

• This was a full-time position which will lead to me achieving NVQ Level 3 in Business Administration.
• Bob Gutteridge Estate Agents currently manage over 300 rental properties
• My duties included:
• Using multiple property portals such as Alto, Jupix and Tenant Shop (SULU) accurately inputting information
• Preparing and typing property Inventories and Tenancy Agreements
• All social media for the business

• I worked every Saturday and Sunday on the reception desk and within the showroom, my duties included:
• To greet all customers and visitors by phone and in person in a professional and courteous manner

• Greeting all customers in person in a professional and courteous manner, always answering telephone calls promptly and courteously, taking accurate messages
• I was also involved in two VIP sales events that were held at the dealership.