Regional Account Manager - Hertfordshire
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Regional Account Manager - Hertfordshire
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- 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.
- 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
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 and Buy-To-Let 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
Seniority level
Seniority level
Not Applicable
Employment type
Job function
Job function
Sales and Business Development
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