A telephone-based role focused on originating new lending opportunities through events and key distribution relationships.
The role involves providing telephone and email-based sales support, liaising with brokers on new enquiries, handling inbound sales administration requests, and supporting the wider Networks strategy nationally.
Key Accountabilities
* Working collaboratively to follow up leads, register new brokers, and introduce distribution partners to West One’s mortgage offering.
* Supporting the Club & Network registration and completion targets.
* Arranging meetings with Club & Network brokers for Field-Based and Telephone-Based BDMs.
* Speaking to introducers and handling new business enquiries.
* Providing ad-hoc support to sales regions where volumes are high.
* Offering sales support to the Head of Internal Sales – including holiday cover, overflow management, and terms chasing when required.
* Ensuring all communications and activities are accurately logged and up to date in the CRM system.
* Producing timely and accurate terms from initial enquiries.
* Contacting potential new brokers to generate introductory business.
* Supporting the field sales team with diary management.
* Guiding intermediaries through the application process to ensure a positive experience.
* Sharing responsibility for identifying, generating, and managing relationships with intermediaries.
* Opening new opportunities and maintaining strong relationships over the medium term.
* Complying with West One Loans’ TCF and Responsible Lending policies.
* Maintaining strong knowledge of West One Loans’ mortgage 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 organisedResilient and comfortable working to deadline and under pressure
* Accurate with a keen attention to detail
* Team Player
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