Company Description
Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.
We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.
The business model we have created is unique and difficult to replicate, with our ‘best of both’ approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you’re willing to roll up your sleeves, contribute new ideas and believe anything is possible, you’re our kind of person.
Work with us because you:
- Want to be part of a bank built for the dynamics of the modern world
- Relish a challenge and enjoy a fast-paced, innovative and hardworking culture
- Enjoy finding new and better ways to solve complexity and make things happen
- Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups
- Care about society and the environment and want to be part of a business that cares too
- Want to continue to grow professionally and be the best version of yourself
Job Description
Reporting to the Head of Broker Support - Sales, you will manage inbound telephone calls, along with outbound telephone calls when required, promoting the services, products and criteria of our mortgages brands.
Key Responsibilities
- Actively manage application pipeline through contact with the broker and internal departments.
Provide technical support on portal and registration issues to intermediaries. - Achievement of individual and team targets and KPI’s to increase business volumes.
- Input and maintain accurate and current CRM data.
- Liaise with relevant departments of the business for pre- and post-sale queries.
- Identify the intermediary’s business and case requirements by fact finding their needs and tailoring responses to match the requirements.
- Support the Field BDMs.
- Providing support to introducers ensuring they understand the product range and credit policy of our mortgage brands via inbound and, when required, outbound calls and email.
- Provide technical support to intermediaries on portal and registration issues.
- Achievement of individual and team targets and KPI’s to increase business volumes.
- Input and maintain accurate and current CRM data.
- Liaise with relevant areas of the business for pre-sale and post-sale queries.
- Challenge and evidence aspects of specific cases where we can demonstrate a case fits the credit policy and product range of either retail mortgage brands.
- Take ownership for complying with the Training and Competence scheme, personal development and regulatory training requirements.
- Project work as and when required.
- Highlight new leads to the relevant regional Business Development Managers or Key Account Managers
Qualifications
Skills & Experience
- Proven 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 multitask to ensure SLA’s are met
Additional Information
Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace, a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service
Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.
- Minimum of 27 days holiday per year
- Option to buy or sell holiday days through our flexi-holiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving
Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
