Case Progression Manager and Completions Specialist Review
at Heron Financial
Level 3 Apprenticeship
Finance
Gateshead
Review Submitted: April 2025
Overall Rating
4.9 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
4.5/5
-
Overview of Role
5/5
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Skills Development
5/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
4/5
Admin for Mortgage Advisors, liaising between lenders, clients and solicitors from the stage of mortgage submission to completion.
To what extent do you enjoy your programme?
5/5
I enjoy applying the learning in the programme to my job
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
I have learnt skills around communicating with clints, whether this is good or bad information and doing this across different platforms.
Structure and Support
How well organised/structured is your programme?
5/5
Quite well organised
How much support do you receive from your employer?
5/5
I recieve constant support from my employer, they are on hand to answer any questions I may have at any time of the day. This not only applies to senior colleagues but my own too.
How much support do you receive from your training provider when working towards your qualifications?
5/5
They are on hand if I need anything from them.
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
It taught me valuable, knowledge, skills and behaviours that I can apply to my job role.
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
Yes, extra curricular activities often, organised winter/summer day out for everyone - this year paddleboarding in Nottingham, regularly go to the gym together, we travel to the other office in London a few times a year to attend networking events and visit sites, some award ceremonies to attend if needed
Recommendations & Advice
Would you recommend Heron Financial to a friend?
Yes
Why?
Good welcoming company, makes everyone included and encourages them to learn and grow.
What tips or advice would you give to others applying to Heron Financial?
Be yourself, Heron values personality!
