Field Key Account Manager (Lender)
Salary:
£50k-£55k + commission
Location:
Southern England
The primary responsibility of this role is to identify, develop, and manage relationships with packaging partners, aiming to generate new lending opportunities in alignment with the business strategy and growth plans.
Key Responsibilities:
- Responsible for establishing, maintaining, and expanding new customer relationships within the residential mortgage and second charge markets.
- Collaborating with the residential and second charge underwriting teams to deliver exceptional service to the broker partners.
- Conduct regular in-person meetings with broker partners aligned with personal goals, including a readiness to operate beyond designated regions.
- Attend Head Office meetings where required.
- Acquire a comprehensive understanding of the broker Portal to effectively address inquiries related to the residential and second charge broker Portal.
- Building great relationships with the broker partners and working closely with the broker support, underwriting, and sales teams to handle inquiries and completions in line with the business goals.
- Develop a deep understanding of the residential mortgage and second charge product range and a working knowledge of other lending products.
- Developing a deep understanding of the packaging requirements set out in the lending policy to improve quality of loan packs and expedite completion by reducing the outstanding needs requested by our underwriters.
- Deliver training on the products, criteria and packaging requirements to new brokers and their teams.
Skills & Competencies:
- Knowledgeable about regulatory requirements and responsible lending policies, consistently following company guidelines.
- Capable of effectively handling incoming calls and case referrals from broker partners concerning potential and existing loan applications, prioritising and taking action where feasible.
- Stay updated on market changes and competitor analysis to assist the product development team and expand industry expertise.
- Able to undertake additional duties including system testing where appropriate.
Experience Required:
- Ability to form good relationships with key stakeholders and third parties.
- Field Based Experience
- Experience working for a 2nd Charge Lender or Broker
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