Business Development Executive - Broker Support
Shawbrook
GlasgowOn-sitefull timeReal EstatePosted 2mo agoEarly applicant likely
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Reporting to the Hub Team Leader - Retail Mortgages, you will manage inbound telephone calls, along with outbound telephone calls when required, promoting the services, products and criteria of our mortgages brands.
Key Role Responsibilities
- Actively manage application pipeline through contact with the broker and internal departments.
Provide technical support on portal and registration issues to intermediaries.
- Achievement of individual and team targets and KPI’s to increase business volumes.
- Input and maintain accurate and current CRM data.
- Liaise with relevant departments of the business for pre- and post-sale queries.
- Identify the intermediary’s business and case requirements by fact finding their needs and tailoring responses to match the requirements.
- Support the Field BDMs.
- Providing support to introducers ensuring they understand the product range and credit policy of our mortgage brands via inbound and, when required, outbound calls and email.
- Provide technical support to intermediaries on portal and registration issues.
- Achievement of individual and team targets and KPI’s to increase business volumes.
- Input and maintain accurate and current CRM data.
- Liaise with relevant areas of the business for pre-sale and post-sale queries.
- Challenge and evidence aspects of specific cases where we can demonstrate a case fits the credit policy and product range of either retail mortgage brands.
- Take ownership for complying with the Training and Competence scheme, personal development and regulatory training requirements.
- Project work as and when required.
- Highlight new leads to the relevant regional Business Development Managers or Key Account Managers
Skills & Experience
- A minimum of two years’ experience in the Mortgage or Financial Services Industry
- Previous experience in an outbound & inbound telesales environment
- Previous experience as a telemarketer or similar sales/customer service telephone role
- Strong communication skills both verbal and written
- A background of successful relationship building or client management
- Excellent call handling, listening and influencing skills
- The confidence to pursue leads and overcome objections
- PC literate with a good knowledge of Outlook, Word, Excel and CRM systems
- Proactive team player - ability to work on own initiative; solo and as part of a team
- Self-motivated and enthusiastic with the drive to succeed and deliver results
- Ability to multitask to ensure SLA’s are met
About Shawbrook
Shawbrook is a bank that provides lending services - including asset-based lending, block discounting, real estate financing, and structured lending - and is building a core banking platform to support these operations. The excerpts show it hires for technical and analytical roles in risk management, credit analysis, and product development.
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