A telephone-based role focused on originating new lending opportunities through events and key distribution relationships.
The role involves providing telephone and email-based sales support, liaising with brokers on new enquiries, handling inbound sales administration requests, and supporting the wider Networks strategy nationally.
Key Accountabilities
Working collaboratively to follow up leads, register new brokers, and introduce distribution partners to West One’s mortgage offering.
Supporting the Club & Network registration and completion targets.
Arranging meetings with Club & Network brokers for Field-Based and Telephone-Based BDMs.
Speaking to introducers and handling new business enquiries.
Providing ad-hoc support to sales regions where volumes are high.
Offering sales support to the Head of Internal Sales – including holiday cover, overflow management, and terms chasing when required.
Ensuring all communications and activities are accurately logged and up to date in the CRM system.
Producing timely and accurate terms from initial enquiries.
Contacting potential new brokers to generate introductory business.
Supporting the field sales team with diary management.
Guiding intermediaries through the application process to ensure a positive experience.
Sharing responsibility for identifying, generating, and managing relationships with intermediaries.
Opening new opportunities and maintaining strong relationships over the medium term.
Complying with West One Loans’ TCF and Responsible Lending policies.
Maintaining strong knowledge of West One Loans’ mortgage criteria.
Liaising with internal departments and external parties.
Attending inter-departmental meetings.
Skills & Competencies
Telesales experience preferred
Good written and verbal communication skills
Proficient with Microsoft word and excel
Proactive and able to work on your own initiative
Good problem-solving skills
Able to work to deadlines
Knowledge & Qualifications
Experience of mortgage lending / underwriting
CeMap qualified would be advantageous but is not essential
Some knowledge of FCA Regulation beneficial but not essential Experienced in use of Word, Excel, Power Point and Outlook.
Personal Attributes
Highly numerate
Articulate
Personable
Diligent
Calm and self-assured
Exceptionally well organised
Resilient and comfortable working to deadline and under pressure
Accurate with a keen attention to detail
Team Player
Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
£45,000 – £60,000 (Glassdoor, Levels.fyi, 2025)
