Regional Account Manager

The overall responsibility of the role is focused on identifying, developing and managing relationships with mortgage intermediaries in order to originate new lending opportunities in line with the business strategy and growth plans for our residential and buy to let mortgage product range.

Region Covered

Covering the following regions, with a primary focus on the YO postcode area. Additional viable regions within reach of the main area include DN, HU, LS and WF.

Full regional postcode coverage includes:

• DN
• HU
• LN
• LS
• NG
• S
• WF
• YO

Key Accountabilities

• Responsibility for creating, retaining and growing new customer relationships within the residential and buy to let mortgage markets, focusing on mortgage intermediaries
• Developing focus on key accounts to include large DA/AR firms
• Work closely with internal sales team to identify new business opportunities
• Liaising with residential and buy to let underwriting teams to provide a high standard of service to broker partners
• Form strong relationships with key stakeholders and third parties where required
• Hold regular face-to-face meetings with broker partners in line with personal objectives and willingness to work outside of designated region
• Attend head office meetings where required
• Gain an in-depth understanding of the broker portal and Fusion system to be able to resolve queries relating to the residential mortgage broker portal
• Developing excellent working relationships with broker partners and internal working relations with broker support, underwriting and sales teams to deliver enquiries and completions in line with key business objectives and strategic goals
• Develop a deep understanding of residential and buy to let mortgage products and criteria alongside a working knowledge of other lending products
• Developing a deep understanding of packaging requirements set out in lending policy to improve quality of loan packs and expedite completion by reducing outstanding requirements requested by underwriters

Skills & Competencies

• Understanding of regulatory requirements and responsible lending policies, adhering to company policy at all times
• Able to competently deal with incoming calls and case referrals from broker partners regarding potential and existing loan applications, distributing calls and actioning where possible
• Able to competently deliver training on products, criteria and packaging requirements to a high standard for new brokers and their teams in line with lending policy guidelines
• Monitor market changes and competitor analysis to support product development teams and develop wider industry knowledge
• Able to undertake additional duties including system testing where appropriate
• Able to confidently represent the business at broker and industry events

Knowledge & Qualifications

• Experience in a similar role with field-based experience essential

Personal Attributes

• Strong team player
• Self-motivated
• Willingness to travel
• Flexible
• Articulate
• Calm and self-assured
• Well organised
• Punctual

If you have experience and would like to work for the Uk’s second biggest non-bank lender then get in touch !

Benefits:

• Company events
• Company pension
• Private medical insurance
• Work from home

Experience:

• field sales: 1 year (required)
• BTL or Commercial: 1 year (preferred)

Work Location: On the road

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