Regional Account Manager

4 weeks ago

United Kingdom West One Loans Full time

The overall responsibility of the role is focused on identifying, developing and managing relationships with packaging partners and mortgage intermediaries in order to originate new lending opportunities in line with the business strategy and growth plans.

Key Accountabilities

  • Responsibility for creating, retaining and growing new customer relationships within the residential mortgage markets including packaging partners, mortgage intermediaries and network partners.
  • Developing focus on key accounts to include large DA/AR firms and packaging partners.
  • Work closely with internal sales team to identify new business opportunities.
  • Liaising with our residential underwriting teams to provide high standard of service to our 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 our broker portal and Fusion system to be able to resolve queries relating to our residential mortgage broker portal.
  • Developing excellent working relationships with our broker partners and internal working relations with our broker support, underwriting and sales team to deliver enquiries & completions in line with key business objectives & strategic goals.
  • Develop a deep understanding of our residential mortgage and a working knowledge of other West One lending products.
  • Developing a deep understanding of our packaging requirements set out in our lending policy to improve quality of loan packs and expedite completion by reducing the outstanding needs requested by our 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 our products, criteria and packaging requirements to a high standard to new brokers and their teams in line with our lending policy guidelines.
  • Monitor market changes and competitor analysis to support product development team and develop wider industry knowledge.
  • Able to undertake additional duties including system testing where appropriate.
  • Able to confidently represent West One at broker/industry events demonstrating expert knowledge of our products, criteria and the wider mortgage market.

Knowledge & Qualifications

  • Experience in a similar role and must have field-based experience.

Personal Attributes

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

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