Broker Relationship Manager - Mortgages

Job type:Perm
Sector:Financial Professionals & Accountancy
Job ref:683965
Post Date:27. 06. 2024

Meet Our Recruiter

About the Role

  • Hybrid role – 3 days in the office and 2 days working remotely
  • Working Monday-Friday 9am-5pm
  • Excellent benefits: 26 days annual leave plus wellbeing days, bonus, contributory pension, private healthcare, life insurance, season ticket loan, career & qualification development 
  • Experience of working within a regulatory mortgage lending, sales or broking based environment, must have experience of building B2B relationships
Are you an experienced Mortgage Relationship Manager looking for a new opportunity where you can develop your career further? Do you have a passion for sales and building new and existing business connections with new and existing brokers accounts? This is a fantastic opportunity to join a highly reputable and dynamic organisation where you will be undertaking proactive contact strategy for brokers in your region, working alongside field-based BDMs and Key Account Managers.
Duties include:
  • Managing a broker portfolio to drive new business and increase lending volumes via proactive outbound calling
  • Working closely with a field BDM and Key Account Manager to deliver jointly owned targets, as well as supporting the wider sales team
  • Responsible for daily industry news, resolving mortgage application issues, welcome call activity and latent or lapsed brokers within the region
  • Delivering effective broker management within the region, optimising proactive sales time
  • Participating in monthly calling campaigns and sales meetings, working with marketing initiatives and reporting on successes
  • Proactively selling services and products via calling
  • Handling broker telephone and email queries
  • Gathering market intelligence including competitor movements and sharing within the team
  • Occasionally attending trade roadshows and industry events
  • Adhering to internal policy and regulatory requirements
We are looking for candidates who can demonstrate:
  • Successful proactive outbound contact to new and existing brokers with evidence of portfolio growth and meeting targets
  • Ability to work collaboratively with field-based in internal sales teams, as well as marketing
  • Ability to make successful high-quality relationship and sales management decisions resulting in increased business levels
  • Experience of working within a regulatory mortgage environment, with an understanding of the full loan lifecycle
  • Relevant relationship management experience within a mortgage lending, sales or broker-based environment
If you have at least 2 years’ experience working in a similar sales and relationship management role and have a passion to continue your career within the mortgage sector, call us or apply today!

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