Telephone Business Development Executive

Enra Group; Watford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services organization is looking for a Telephone-Based Sales Support professional. The role involves originating new lending opportunities, liaising with brokers, and managing sales administration requests. Ideal candidates should have telesales experience and knowledge of mortgage lending. Strong communication skills and CRM proficiency are required. This position offers a dynamic work environment in Watford, UK.

Qualifications

• Experience in mortgage lending/underwriting is important.
• CeMap qualified is advantageous but not essential.
• Knowledge of FCA Regulation is beneficial.

Responsibilities

• Provide telephone and email-based sales support.
• Liaise with brokers on new enquiries.
• Support sales regions with high volumes.

Skills

Telesales experience

Good written and verbal communication skills

Proficient with Microsoft Word and Excel

Proactive

Good problem-solving skills

Able to work to deadlines

Education

Experience of mortgage lending/underwriting

CeMap qualification

Knowledge of FCA Regulation

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

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-ass
  
• Exceptionally well organised
  
• Resilient and comfortable working to deadline and under pressure
  
• Accurate with a keen attention to detail
  
• Team Player