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Broker Assistant

Posted 25 days ago

  • Guildford, Surrey
  • Any
  • External
  • Expires In 2 months
Purpose
The Junior Broker Support Analyst is a key member of the mortgage lending team, providing essential support to intermediaries who require technical assistance, answers to criteria questions, and updates on cases. This role is crucial in ensuring smooth operations and excellent service delivery to our partners.
Job Role Accountabilities
Provide timely and accurate technical support to intermediaries.
Respond to inquiries regarding criteria questions and offer guidance.
Keep intermediaries updated on the status of their cases.
Maintain a comprehensive knowledge of the mortgage lending process and products.
Collaborate with the IT Operations team to resolve technical issues.
Ensure all written and verbal communications are clear, professional, and effective.
Examples of Key Activities and Skills
Logging and responding to questions or queries from brokers and other relevant external partners.
Developing and maintaining a broker database
Providing support with existing applications, including setting expectations with intermediaries on actions required.
Demonstrate full understanding of the MPowered Mortgages product suite, high-level criteria, and sales process.
Provide support and guidance to intermediaries on their lending requests, securing their commitment even on complex matters
Ensure all communications with intermediaries and third parties are professional.
Establish and maintain effective communication and relationships with all internal stakeholders and departments.
Support our National Sales/Corporate Account Managers as required to maintain business critical relationships.
To support new business generation goals
Key Relationships
Head of IT Operations - Collaborative working
Broker Support Manager - Collaborative working
Broker Support Assistant - Collaborative working
Corporate Accountabilities
Ensuring conduct which is consistently and continuously by FCA Regulations
Always acting with integrity and ensuring all customers are treated fairly.
Complete all mandatory training as and when required.
Consistent adherence to and understanding of all policies, procedures, and obligations as part of the first line of defense of the firm.
Qualification, Skills, Knowledge and Experience
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
Qualifications
Essential -
Degree in finance, business administration, or a related field
Desirable -
CeMap
Skills and Knowledge
Excellent communication skills, both written and verbal.
Strong problem-solving abilities and attention to detail.
Ability to work effectively in a fast-paced environment.
A team player with a positive attitude and strong work ethic.
Relevant experience in a support role within the mortgage lending or financial services industry is preferred.
Career path
The Junior Broker Support Analyst role offers a pathway to more senior positions within the company, with opportunities for professional development and advancement.
Apply