As Internal Sales Manager, Mortgages you will be responsible for the management of a team of internal telephone-based Business Development Managers ensuring they are actively engaged in proactive outbound sales activity daily to our broker partners across the clubs and network channels, achieving their daily activity KPl's. mortgages.
The team will primarily focused on promoting our residential and buy to let mortgage products whilst also developing a good working knowledge of other West One lending products.
This will include working with the Head of Intermediary Sale & Distribution s to determine calling strategy and plans for the team ongoing to ensure focus on the business requirements.
To support and develop relationships with introducers to residential mortgage division (specifically mortgage introducers, clubs, networks and packagers) to support delivery of new business targets and customer service SLA's
Speaking to our introducers and handling new business enquiries, including criteria and case submission queries
Assisting broker partners with any aspect of broker registration, case submission requirements and support/guidance on using our broker portal
Assisting the TBDM team in dealing with enquiries and case management including coaching and support towards delivery of sales targets.
Handling case referrals where enquiries sit outside of standard criteria and being a point of approval for accepting exceptions.
Monitoring the outbound activity of the TBDM team to ensure delivery of KPl's and business targets.
Monitoring and tracking case pipeline and following up with brokers where appropriate
Ensuring that any reports/CRM system is kept up to date, accurately recording the discussions/activities in Hubspot and Fusion
Support with general areas such as criteria updates, sourcing system maintenance and broker databases e.g. marketing list
Identify sales opportunities for referral to an appropriate sales team member as appropriate
Active management of cases in CRM to ensure pipeline is kept up to date and accurate.
Producing ad-hoc Ml as and when required
Management of broker support assistants and TBDM's to ensure delivery of KPl's, SLA's and business targets.
Support the needs of the business as required.
Ensure up to date knowledge of competition (e.g., competitors, criteria, etc)
Ensure up to date knowledge of product and criteria which is essential to the role
Knowledge of market and competitive environment to identify sales opportunities and USP's for our products
Ensure knowledge of wider Group products and criteria to identify opportunities for cross product sales
This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business
Demonstrate an in-depth understanding of lending policy, criteria, and products across both residential mortgages and buy to let mortgages.
Develop the sales team to deliver training on our products, criteria and packaging requirements to new brokers and their teams tailored to the audience
Demonstrate a detailed understanding of competitor products and criteria feeding relevant information into the product development team.
Demonstrate a detailed understanding maintained in a CPD log of the general market as applicable/where enables and/or impacts sales e.g. Market Size, understanding of target market, First time buyer home purchase schemes, shared ownership, right to buy, Standard and Complex Buy To Let, drivers for market growth, current mortgage market trends/news, product transfer market, market processes such as conveyancing etc, cost of living etc, landlord regulations.
Delivery of ongoing training, coaching and development of direct reports complying with our T & C scheme to ensure they can demonstrate key competencies evidenced via training plans and documented performance reviews at agreed regular intervals.
Ensure knowledge of wider Group products and criteria to identify opportunities for cross product sales
Ability to produce compliant training materials to support a consistent and structured approach to broker training
Develop a good understanding of regulatory requirements. MCOB rules, including implementation of new regulation and Consumer Duty
- Ability to motivate others to achieve targets and goals
- Excellent communication skills
- Resilient and flexible
- Team Player
- Approachable and self- motivated
At West One Loans, we’re growing fast and looking for ambitious people who want to be part of our exciting journey. We’ll give you the tools, training, and support you need to succeed, while offering clear opportunities to progress your career.
Alongside this, we offer a strong benefits package, including private medical healthcare, 25 days’ annual leave, paid volunteering days, and a host of additional benefits.
If you’re ready to build your career with a Specialist Lender and make an impact - click apply today!
