Job Description

Key Accountabilities

  • Responsibility for creating, retaining and growing new customer relationships within the residential mortgage and second charge markets.
  • Liaising with our residential and second charge underwriting teams to provide a high standard of service to our broker partners.
  • Form strong relationships with key stakeholders and third parties where required.
  • Hold regular face to face meetings with broker partners in line with personal objectives and willingness to work outside of designated region.
  • Attend Head Office meetings where required.
  • Gain and in-depth understanding of our broker Portal and Fusion system to be able to resolve queries relating to our residential and second charge broker Portal.
  • Developing excellent working relationships with our broker partners and internal working relations with our broker support, underwriting and sales team to deliver enquiries & completions in line with key business objectives & strategic goals.
  • Develop a deep understanding of our residential mortgage and second charge product range and a working knowledge of other West One lending products.
  • Developing a deep understanding of our packaging requirements set out in our lending policy to improve quality of loan packs and expedite completion by reducing the outstanding needs requested by our underwriters.
  • Deliver training on our products, criteria and packaging requirements to new brokers and their teams.

        Skills & Competencies

        • Understanding of regulatory requirements and responsible lending policies, adhering to company policy at all times.
        • Able to competently deal with incoming calls and case referrals from broker partners regarding potential and existing loan applications distributing calls and actioning where possible.
        • Able to competently deliver training on our products, criteria and packaging requirements to a high standard to new brokers and their teams in line with our lending policy guidelines.
        • Monitor market changes and competitor analysis to support product development team and develop wider industry knowledge.
        • Able to undertake additional duties including system testing where appropriate.

          Knowledge & Qualifications

            • Ability to form good relationships with key stakeholders and third parties.

            • Experience in a similar role and must have field-based experience.

                Personal Attributes

                • Strong team player.
                • Self-motivated.
                • Willingness to travel.
                • Flexible.
                • Articulate.
                • Calm and self-assured.
                • Well organised.
                • Punctual.

                Company Values - CREDIT

                C

                Customer - Customers are our primary focus

                R

                Results - Results matter, create value every day

                E

                Energy is contagious, Share it!

                D

                Developing our people makes us different

                I

                Invent the solution - be proactive

                T

                Teamwork - Together we can build the business

                Submit your C.V.