Mortgage Relationship Manager - Telephone Based

Newcastle Upon Tyne
24000.00 - 28000.00 GBP Annual + GBP24000 - GBP28000/annum plus benefits
19 Apr 2017
03 May 2017
Contract Type
Full Time
Due to continued growth, our Client, a Financial Services business, is looking to recruit several additional, telephone based Relationship Managers to work out of their Newcastle office.

Your role will be to pro-actively relationship manage designated Principles, Partners and Advisers (including sales and campaign management) to assist the Company in increasing adviser productivity, business growth and quality, in line with company objectives and strategies. You will also work with these relationships to assist them on a re-active basis for placement of mortgages to ensure good customer outcomes.

Key responsibilities:-

Owning a geographical area and aligning to a number of Principles, Partners and advisers, you will be the relationship contact for them. You will assist them on a re-active and pro-active basis and will carry the associated targets which you will meet through sales management, influence and individual objectives

Maximise income through the sales and promotion of the mortgage and protection proposition to Advisers through accurate mortgage placing and providing clarity on Lenders Mortgage criteria, products and packaging requirements. You will also liaise with providers to resolve any issues that may arise for the adviser

You will pro-actively manage and improve individual quality metrics with Advisers to ensure the delivery of the highest quality of Mortgage Lending to our lending partners

You will assist your relationships with Advice process and sales process queries

Meet corporate objectives and targets to increase protection to mortgage sales

Meet corporate objectives and targets to ensure customers have access to full financial planning to suit their needs

Support the Advisers, Principles and Partners not receiving face to face support, through pro-active and re-active contact and on corporate initiatives, to drive ongoing profitability for them and the Company

Pro-active outbound sales calls regarding products, exclusive rates, incentives and campaigns

Manage the production of the exclusive rate table

Review and maintain the Company extranet site

Drive event attendance at sales and training events

Make pro-active calls to allocated Advisers / AR's on a monthly basis to aid

Support corporate initiatives to increase business through campaign management and event follow up

Co-ordinate any remedial training that has been identified

Call Advisers where improvement in criteria knowledge needs to be given

Maintain knowledge of Lender criteria via email updates, Lender visits and industry news

Communicate via calls, emails and updates to top Producers for re-active and immediate key announcements and Lender changes

Own and deliver TCF practices, which embed customer's principles
Key skills:-

Excellent telephone manner with the ability to quickly build and maintain key relationships with principals, advisers, lender contacts and key stakeholders

Confident approach, self-motivated with good interpersonal and communication skills (verbal and written)and able to communicate sales, incentives and event messages

Excellent sales and influence skills

Able to cope under pressure and react quickly to changing priorities and key messages

Ability to work using own initiative but also as part of a team

Analytical skills with problem-solving

Ethical awareness - maintaining confidentiality, managing personal biases and balancing the needs and interests of the organisation and the individual

Thorough understanding of the way in which different types of AR principles and Advisers operate

Good knowledge and understanding of compliance requirements and operating within a risk managed environment

Credibility, professionalism and strong personal integrity

Qualifications / Experience:-
CeMAP qualified (preferably advanced CeMAP)
Minimum 5 years' experience working in the Intermediary Mortgage Sector - ideally someone who has previously advised on Mortgages/Protection
Extensive knowledge of the lending market in terms of Intermediary lending/lenders criteria and products
Knowledge of the protection market in terms of intermediary products and criteria
Experience of working in IFA, Multi Tie and Restricted environments advantageous, although lender experience considered
A proven history of telesales or non-face to face sales preferable, but not essential
Some experience of Account/relationship management desirable demonstrating sales and influence
A working knowledge of a mortgage sourcing system, preferably Trigold
A good working knowledge Excel, Word and PowerPoint, Management systems knowledge (WebEx, 360, Workbench, Extranet, operations, compliance, commissions)
Broad knowledge and understanding of Financial Services regulation and the Mortgage Market Review
Understanding of the lenders quality measures and impacts to the wider broker market
A good understanding of the approach to core requirements for an AR firm/Adviser achieving competence, supervision, data protection, anti-money laundering requirements, Financial Crime Policy, data security and Treating Customers Fairly concepts
A broad understanding of how an advice/AR business operates including best practice on marketing for both that business and their clients
Candidates with experience within mortgage/protection/compliance, or those who have worked as a Paraplanner or Adviser previously, will also be considered.

Benefits include a basic salary of between GBP24,000 to GBP28,000 with additional bonus and comprehensive benefits package. Working hours are 35, Monday to Friday (no shifts)