Job Description
Key Accountabilities
- Office based role providing assistance to our brokers to maximise new business opportunities across the residential mortgage and second charge mortgage market.
- Developing excellent working relationships with our broker partners and internal working relations with our broker support, underwriting and sales team.
- Answering incoming calls/emails from broker partners regarding potential and existing loan referrals or system queries.
- Able to assess complex referrals from broker partners looking for early decisions on potential cases liaising with our underwriting management team to deliver a high standard of service.
- Assessment of income referrals to ensure cases meet our affordability rules at an early stage in the process.
- Gain an in-depth understanding of lending policy, criteria and products.
- Gain an in-depth understanding of our broker portal and Fusion system to be able to resolve queries relating to our second charge broker portal.
- Participate in the delivery of training to new and existing brokers in conjunction with the sales team where required.
- Manage incoming enquiries generated via our website from mortgage intermediaries and the general public.
- Take responsibility for managing Feefo reviews and responses on behalf of the second charge division.
- Undertake additional duties including system development and testing where appropriate.
- Following up on documentation sent with our introducers.
- Updating data on spreadsheets and producing reports.
- Managing system data and ensuring this is kept up to date.
This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business.
Skills & Competencies
- Pass internal competency tests post induction.
- Team player.
- Self motivated.
- Good communication skills essential for dealing with brokers and borrowers.
- Proactive.
- Logical and organised.
- Problem solver.
- Approachable.
Knowledge & Qualifications
- Previous experience of the mortgage market involving relationship building and management would be highly desirable. Strong communication skills are essential.
Personal Attributes
- Excellent communication skills.
- Resilient and flexible.
- Team Player.
- Approachable and self- motivated.
- Proactive and able to identify and highlight areas of opportunity or improvement and advise on actions required.
- Ability to meet and exceed targets.
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