Intermediary Sales Adviser

Newbury Building Society; Thatcham; On-site; GBP 30,000 - 36,000; Full time

Job summary

Newbury Building Society is seeking an Intermediary Sales Adviser to join their broker helpdesk in Thatcham. You will support mortgage intermediaries with inbound enquiries, AIPs and Agreements in Principle, delivering a great broker experience while helping the team hit targets.

You will be a key contact for the broker network, handling inquiries via calls, email and live chat, and collaborating with underwriting on complex cases to ensure efficient service.

Qualifications

• Experience in supporting mortgage intermediaries and delivering high-quality service.
• Proven written and verbal communication skills.
• Competent in Microsoft Word, Excel, Outlook and Office 365.

Responsibilities

• Be the first point of contact for intermediaries via calls, email and live chat.
• Help brokers move enquiries and AIPs forward with confidence.
• Build broker relationships and spot new opportunities.
• Share market insight and help hit team targets.

Skills

Broker support

Customer service

Communication

Microsoft Office

Education

CeMAP

Tools

CRM systems

MS Office

Job description

Newbury Building Society have an exciting opportunity to join their friendly, fast-paced Intermediary Sales team, working on their mortgage broker helpdesk and playing a key role in achieving their sales targets. As an Intermediary Sales Adviser, you will support mortgage intermediaries with inbound enquiries and Agreements in Principle (AIPs), helping to deliver a great broker experience while contributing to team performance. From time to time, there will also be the opportunity to support our wider Sales teams, helping us flex capacity and share expertise across the business. You will be a key point of contact for our broker network, providing sales support, operational assistance and insight across our systems, products and lending criteria all from the heart of our intermediary helpdesk. What you will be doing Broker Assistance

Broker Assistance

• Be a first point of contact for our intermediaries via calls, email and live chat
• Help brokers move enquiries and AIPs forward with confidence
• Build broker relationships and spot new opportunities
• Share market insight and play your part in hitting team targets

Learning and decision making

• Deliver a great broker experience within our Conduct culture and FCA standards
• Own the cases you agree, manage risk well and know when to escape
• Work closely with underwriting and senior colleagues on complex cases

Keep the engine running

• Keep products, criteria and sourcing systems accurate and current
• Manage broker registrations and online system queries
  Proven experience of working with internal and/or external, customers to ensure the highest quality service experience
• Evidence of excellent written and verbal communication skills
• Competent in the use of Microsoft packages - Word, Excel, Outlook and Office 365

Desirable skills and experience

• CeMAP qualification
• Competent and legal driver
• Some experience of working within a sales environment
• General understanding of the Financial Services industry
• Some knowledge and experience of underwriting