Telephone Business Development Manager - Mortgages

Posted 28 October by KFS Recruitment

Telephone Business Development Manager (TBDM) - Glasgow

The main purpose of the TBDM will be: Reporting to the Business Development Team Leader, you will manage inbound telephone calls, promoting the company, its services, products and criteria.

The TBDM will identify the intermediary’s business and case requirements by fact finding their needs and tailoring responses to match the requirements, whilst supporting their paired field Business Development Manager.

Specific Responsibilities Include:

  • Providing support to introducers ensuring they understand our product range and credit policy via inbound/outbound calls and email channels
  • Call out to newly registered brokers introducing them to the business
  • Actively manage application pipeline through contact with the broker and internal departments
  • Responsible for the management of the departmental email channels
  • Provide technical support on portal and registration issues to intermediaries
  • Undertaking pre-registration verification checks for new intermediaries
  • Achievement of individual and team targets and KPI’s to increase business volumes
  • Input and maintain accurate and current CRM data
  • Liaise with all areas of the business for pre- and post-sale queries
  • Ensure brokers are submitting applications via the correct channels by managing the daily reports
  • Challenge and evidence aspects of specific cases where we can demonstrate a case fits the credit policy and product range
  • Take ownership for complying with the Training and Competence scheme, personal development and regulatory training requirements
  • Project work as and when required
  • Provide support to field based Business Development Managers as required
  • Highlight new leads to the relevant regional Business Development Managers or National Account Manager

Experience Required/The Person

  • A minimum of two years’ experience in the Mortgage or Financial Services Industry
  • Previous experience in an outbound & inbound telesales environment
  • Previous experience as a telemarketer or similar sales/customer service telephone role
  • Strong communication skills both verbal and written
  • A background of successful relationship building or client management
  • Excellent call handling, listening and influencing skills
  • The confidence to pursue leads and overcome objections
  • PC literate with a good knowledge of Outlook, Word, Excel and CRM systems
  • Proactive team player - ability to work on own initiative; solo and as part of a team
  • Self-motivated and enthusiastic with the drive to succeed and deliver results
  • Ability to multi task to ensure SLA’s are met

Application question

Do you have Mortgage industry experience?

Reference: 41258904

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