A telephone-based role focused on originating new lending opportunities through events and key distribution relationships.

The role involves providing telephone and email-based sales support, liaising with brokers on new enquiries, handling inbound sales administration requests, and supporting the wider Networks strategy nationally.

Key Accountabilities

• Working collaboratively to follow up leads, register new brokers, and introduce distribution partners to West One’s mortgage offering.

• Supporting the Club & Network registration and completion targets.

• Arranging meetings with Club & Network brokers for Field-Based and Telephone-Based BDMs.

• Speaking to introducers and handling new business enquiries.

• Providing ad-hoc support to sales regions where volumes are high.

• Offering sales support to the Head of Internal Sales – including holiday cover, overflow management, and terms chasing when required.

• Ensuring all communications and activities are accurately logged and up to date in the CRM system.

• Producing timely and accurate terms from initial enquiries.

• Contacting potential new brokers to generate introductory business.

• Supporting the field sales team with diary management.

• Guiding intermediaries through the application process to ensure a positive experience.

• Sharing responsibility for identifying, generating, and managing relationships with intermediaries.

• Opening new opportunities and maintaining strong relationships over the medium term.

• Complying with West One Loans’ TCF and Responsible Lending policies.

• Maintaining strong knowledge of West One Loans’ mortgage criteria.

• Liaising with internal departments and external parties.

• Attending inter-departmental meetings.

Skills & Competencies

• Telesales experience preferred

• Good written and verbal communication skills

• Proficient with Microsoft word and excel

• Proactive and able to work on your own initiative

• Good problem-solving skills

• Able to work to deadlines

Knowledge & Qualifications

• Experience of mortgage lending / underwriting

• CeMap qualified would be advantageous but is not essential

• Some knowledge of FCA Regulation beneficial but not essential Experienced in use of Word, Excel, Power Point and Outlook.

Personal Attributes

• Highly numerate

• Articulate

• Personable

• Diligent

• Calm and self-assured

• Exceptionally well organised

• Resilient and comfortable working to deadline and under pressure

• Accurate with a keen attention to detail

• Team Player