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- Build, maintain, and expand customer relationships within the residential mortgage and second charge markets.
- Collaborate with internal underwriting teams to ensure high-quality service for broker partners.
- Establish strong partnerships with key stakeholders and third parties, as needed.
- Conduct regular in-person meetings with broker partners, both within and outside your designated region, to achieve personal objectives.
- Foster excellent working relationships with broker partners, broker support, underwriting, and sales teams to deliver on business goals.
- Gain in-depth knowledge of our residential mortgage and second charge product offerings, with a working understanding of other lending products.
- Enhance the quality of loan packages by understanding packaging requirements and adhering to lending policies, improving completion times.
- Provide training to new brokers and their teams on our products, criteria, and packaging requirements.
- Strong understanding of regulatory and responsible lending requirements, with the ability to adhere to company policies.
- Effectively handle inbound calls and case referrals from broker partners regarding loan applications, distributing or actioning calls as needed.
- Deliver high-quality training on products and lending criteria to brokers and their teams, ensuring compliance with lending guidelines.
- Monitor market trends and perform competitor analysis to support product development and deepen industry knowledge.
- Proven ability to establish strong relationships with key stakeholders and third parties.
- Experience in a similar role, with field-based experience being essential.
