2018-07-24
Get to know Jo Prendergast our new Regional Account Manager for the South West
Meet Jo, the final addition of our Regional Account Management team; she oversees the whole of the South West region. Her previous role as an Account Development Manager and her CeMap qualification helps her understand the industry in depth and appreciates how much time can be spent trying to get updates on case tracking.
Why SortRefer
Jo wanted a new opportunity and challenge that utilised the skills and experience she has gained from her previous roles. She was intrigued by the role of looking after the South West region as it combined not only her account management experience but her mortgage and financial services expertise.
“I was impressed with SortRefer’s offering, the website, how easy and quick it was to use, the spread of products and the benefits and earning potential it offered to existing and new business introducers.”
Previous Job Role
Jo's previous job role required her to identify and develop sales opportunities in the South West. Maintaining and retaining existing customers account’s business and securing new business by building and growing relationships. The skills and experience gained in her previous roles in the financial industry have been invaluable and transferable to her new role.
Role at SortRefer
“I am enjoying meeting existing and new introducers and demonstrating the benefits of using the SortRefer portal to boost the services that they can offer as well as increasing their business earning potential.”
Jo is hoping to share her knowledge of SortRefer and the benefits it can bring to any business. She wants the opportunity to meet and build relationships and provide support with the successful partnerships that SortRefer already have in the South West as well as the opportunity to build new relationships with introducers to aid the future growth of an already successful area.
Three Key Elements of SortRefer
1. SortRefer enhances the services you already provide to your clients.
2. The visibility of the case tracking progression, which saves time and enables you to maintain control of the transaction.
3. The Support from both our network of in-house team and face to face account management teams.
