A telephone based role designed to collaboratively work with the Head of Clubs & Networks in order to originate new lending opportunities from events and specific distribution relationships.
The role will provide telephone and email-based sales support, liaise with brokers on new enquiries, handle inbound sales admin requests and support the national Clubs & Networks strategy.
Key Accountabilities
* Working collaboratively with the Head of Clubs & Networks to follow up leads, register new brokers and introduce distribution partners to the West One BTL and bringing offering.
* Working to support the Club & Network registration and completion targets
* Arrange meetings with C&N brokers for Field based and Telephone Based BDM’s
* Speaking to introducers and handling new business enquiries
* Adhoc support to sales regions where volumes are high
* Sales support to Head of Internal Sales – covering holiday, sales overflow and terms chasing where required
* To ensure all communications and activity is logged and up to date in CRM
* Timely and accurate production of terms from initial enquiry
* Contacting potential new brokers for introductory business
* Support the field sales team with diary management
* Supporting intermediaries through the application process to ensure a positive experience
* You will have joint responsibility for identifying, generating and managing relationships with intermediaries
* Ability to open opportunities as well as manage relationships over the medium term
* Complying with West One Loans, TCF and Responsible Lending policies
* Maintain a strong knowledge of West One Loans criteria
* Liaising with internal departments and external parties
* Attending inter-departmental meetings
Skills & Competencies
* Telesales experience preferred
* Good written and verbal communication skills
* Proficient with Microsoft word and excel
* Proactive and able to work on your own initiative
* Good problem-solving skills
* Able to work to deadlines
Knowledge & Qualifications
* Experience of mortgage lending / underwriting
* CeMap qualified would be advantageous but is not essential
* Some knowledge of FCA Regulation beneficial but not essential Experienced in use of Word, Excel, Power Point and Outlook.
Personal Attributes
* Highly numerate
* Articulate
* Personable
* Diligent
* Calm and self-assured
* Exceptionally well organised
* Resilient and comfortable working to deadline and under pressure
* Accurate with a keen attention to detail
* Team Player
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