Regional Account Manager - Bridging - Hertfordshire

Enra Specialist Finance; Watford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the finance sector is looking for a Mortgage Account Manager to develop and manage relationships with mortgage intermediaries and direct borrowers. The role involves achieving sales targets, using CRM systems to record leads, and providing exceptional service to broker partners. Candidates must have strong sales abilities, thorough product knowledge, and a commitment to treating customers fairly.

Qualifications

• Proven achievement of meeting agreed sales targets.
• Experience in wider specialist finance market would be beneficial.
• Strong understanding of relevant regulations.

Responsibilities

• Originate and manage relationships with mortgage intermediaries.
• Maintain a strong sales pipeline across bridging finance.
• Provide training to intermediary partners on products.

Skills

Sales and presentation skills

Negotiation skills

Communication

Education

Understanding of FCA & PRA regulation

Knowledge of bridging finance

Tools

Microsoft Office

Job description

The overall responsibility of this role at West One 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

• Originate, manage and develop relationships with mortgage intermediaries, professional introducers and direct borrowers within your given region.
  
• Manage deal flow to maintain a strong sales pipeline across bridging finance in order to meet and exceed agreed targets.
  
• Work collaboratively with the Head of Sales and internal sales team to book and manage your own diary with a primary focus on face-to-face appointments.
  
• 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.
  
• 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.
  
• Develop an understanding of how to use our broker portal in order to provide suitable training to intermediary partners.
  
• Complying with West One Loans, TCF and Responsible Lending policies.
  
• Attendance at industry roadshows and events, when required.
  
• Attendance at Watford head office, when required.
• Keep abreast of competitor product offering and market conditions to enable feedback internally for further product developments.

Skills & Competencies

• Proven achievement of meeting agreed sales targets within set timescales.
• Strong sales and presentation skills
  
• Proven track record of success in a sales environment
  
• Strong negotiation skills, ability to persuade others and handle objections
  
• Technical product knowledge in order to facilitate and agree deals.
  
• Highly skilled written and verbal communication
  
• Proficiency in Microsoft Office (to include Word, Excel and Outlook)
  
• Ability to work as part of a team

Knowledge & Qualifications

• Understanding of Treating Customers Fairly, Money Laundering, Data Protection, Responsible Lending, FCA & PRA regulation
• A strong knowledge of bridging finance.
  
• Experience in wider specialist finance market would be beneficial

Personal Attributes

• Keen attention to detail
• Self-motivated & driven to meet and exceed sales targets
  
• Highly numerate
  
• Articulate
  
• Personable
  
• Diligent
  
• Punctual and well organised
  
• Willingness to travel
  
• Resilient and comfortable working to deadlines and under pressure