Telephone BDM (internal)

Job Title: Telephone BDM

Department: Sales

JOB PURPOSE

To promote Fleet Mortgages and provide expert knowledge on products, lending criteria and technical expertise to our intermediary partners. Develop relationships with intermediaries and become a main point of contact for all future new business.

  

DIMENSIONS

• Responsible for developing relationships with all intermediaries.

• Develops new relationships to maximise new business potential.

• Works within a team of Telephone and Field BDMs

KEY OUTPUTS & RESPONSIBILITIES

• Set up and enact telephone contact strategy with regional panel of brokers to develop relationships with them, get to know and understand their business and provide detailed and tailored information to intermediaries on Fleet Mortgage’s products and lending criteria.

• Maximize new business potential within the scope of Fleet’s ongoing new business appetite.

• Achieve set targets through the development of both new and existing intermediary relationships within the scope of Fleet’s current and day by day appetite for business.

• Use the Contact Relationship Management (CRM) system to maintain and keep up to date records of contact with intermediaries.

• Provide technical expertise to intermediaries on Fleet Mortgages’ products and underwriting criteria and technical IT support to intermediaries and problem solve intermediary portal issues.

• Work collaboratively with all areas of the business.

• Take full responsibility for regularly updating own knowledge on company products, processes and procedures in order to provide the best information at all times.

• Understand and keep up to date on Fleet Mortgages’ competitor’s products.

• Act in a compliant manner at all times in line with regulatory guidelines.

• Support team members across sales and the whole business to meet service standards and achieve results.

QUALIFICATIONS & EXPERIENCE

• Sales experience in either a face to face or telephone-based environment is essential.
• Previous experience working in the Mortgage or Financial Services industry would be an advantage, but not essential.
• Excellent communication skills, both written and verbal, is essential.
• Enthusiastic, flexible and keen to learn and build a career in Financial Services.
• PC literate with a good knowledge of Microsoft Office products including Word, Excel, PowerPoint and Outlook.
• CeMAP would be an advantage, but not essential.