Job Description
Key Accountabilities
- Originate, manage and develop relationships with mortgage intermediaries, professional introducers and direct borrowers within your given region.
- Manage deal flow to maintain a strong sales pipeline across both bridging finance and buy-to-let mortgages in order to meet and exceed agreed targets for both product lines.
- Work collaboratively with the internal sales team to book and manage your own diary with a primary focus on face-to-face appointments.
- Use phone and email to effectively respond to new business enquiries and record these appropriately on our CRM system, whilst providing an exceptional level of service to our broker partners.
- Develop an in-depth understanding of our products, criteria and lending policy in order to deal with new business enquiries effectively and provide suitable training to intermediary partners.
- Develop an understanding of how to use our broker portal in order to provide suitable training to intermediary partners.
- Complying with West One Loans, TCF and Responsible Lending policies.
- Attendance at industry roadshows and events, when required.
- Attendance at Watford head office, when required.
- Keep abreast of competitor product offering and market conditions to enable feedback internally for further product developments
Skills & Competencies
- Excellent sales and presentation skills.
- Proven track record of success in a sales environment.
- Strong negotiation skills, ability to persuade others and handle objections.
- Technical product knowledge in order to facilitate and agree deals.
- Highly skilled written and verbal communication.
- Proficiency in Microsoft Office (to include Word, Excel and Outlook).
- Ability to work as part of a team.
- Proven achievement of meeting agreed sales targets within set timescales.
Knowledge & Qualifications
- A strong knowledge of bridging finance and Buy-To-Let finance.
- Experience in wider specialist finance market would be beneficial.
- Understanding of Treating Customers Fairly, Money Laundering, Data Protection, Responsible Lending, FCA & PRA regulation.
Personal Attributes
- Self-motivated & driven to meet and exceed sales targets.
- Highly numerate.
- Articulate.
- Personable.
- Diligent.
- Punctual and well organised.
- Willingness to travel.
- Resilient and comfortable working to deadlines and under pressure.
- Keen attention to detail.
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