Regional account manager

Job Description

Key Purpose

The overall responsibility of the role is focused on identifying, developing and managing relationships with mortgage intermediaries, professional introducers and direct applicants in order to originate new lending opportunities in line with company budgets and growth plans.


Key Accountabilities

1. Originate, manage and develop relationships with mortgage intermediaries, professional introducers and direct borrowers within your given region.
2. 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.
3. Work collaboratively with the internal sales team to book and manage your own diary with a primary focus on face-to-face appointments.
4. 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.
5. 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.
6. Develop an understanding of how to use our broker portal in order to provide suitable training to intermediary partners.
7. Complying with West One Loans, TCF and Responsible Lending policies.