Excel jobs in United States

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.

• 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.

• 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

• 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.

• 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