Broker Liaison Assistant

Overview

Permanent Position, Full Time (Monday-Friday 9am-5pm), remote working at home or office based in Chalfont St Giles, Buckinghamshire.

Buckinghamshire Building Society is looking for an enthusiastic, experienced individual to join its busy mortgages department. In this challenging and varied role, you will be a member of the mortgages team, acting as the key contact for brokers for handling new mortgage enquiries for the Society, ensuring that relationships are maintained and nurtured through prompt proactive communication within the agreed SLA timescales.

It is a great opportunity for a responsible, dedicated individual who wants a career in mortgages. Study support will be provided to the successful applicant leading to a full CeMAP qualification.

Main responsibilities

• To act as a key contact for all broker calls regarding new mortgage loans criteria enquiries.
• Work with the Mortgage Administrators and Underwriters as requested to ensure that, as a team, all mortgages are processed effectively in a timely manner.
• Support the DIP decision-making process within the agreed mandate, assisting as needed and referring cases to Underwriters, the Head of Underwriting, or Head of Mortgage Sales when appropriate, to ensure decisions are made accurately and in line with policy.
• Provide administrative and operational support to the DIP team by assisting with the initial handling of enquiries, supporting the packaging of mortgage applications, and proactively following up with brokers to obtain outstanding documentation, ensuring cases progress smoothly and efficiently.
• Feedback to the Head of Mortgage Sales and Key Account Managers on sources of new business to ensure that key relationships can be nurtured.
• Be a Subject Matter Expert (SME) on the Broker Online system in order to support and train brokers in submitting their applications.
• Provide administrative and operational support to the Direct Advice team by assisting with the initial handling of enquiries, supporting the packaging of mortgage applications and proactively following up with applicants to obtain outstanding documentation, ensuring cases progress smoothly and efficiently.

The ideal candidate will have/be

• Previous experience gained in a mortgage department (essential).
• Previous experience of dealing with brokers (essential).
• Knowledge of MCOB, MCD and general regulatory requirements.
• Excellent communication skills – both verbal and written.
• Excellent attention to detail and able to identify errors.
• The ability to multi-skill, manage and prioritise own work loads, work under pressure and deliver SLAs.

About Us

Buckinghamshire Building Society was founded in 1907 with a simple purpose to provide a safe home for people\’s money and to help people achieve the dream of home ownership. That same purpose lives on today through the Bucks’ vision to be the best small building society, endorsed by a thriving membership locally and nationally, committed to helping members achieve financial security and home ownership. Our “Sustainably Strong | Member Centred | Community Rooted\” strategy guides our activities which centre on providing a unique mortgage and savings proposition. We have a particularly strong association with areas such as parental/family support for first time buyers, shared ownership, self-build, and retirement lending, and provide an award-winning mortgage service through responsiveness, reliability and individually assessed underwriting. We distribute mortgages mainly through intermediaries and have a diversified lending portfolio across England and Wales. Our savings range has similar breadth and reach, albeit with a greater concentration in the local area. As the only building society headquartered in Buckinghamshire, we are proud of our lasting work with partners and charities, and we are committed to driving purpose-aligned benefits to the local community. Most of all, we strive to offer our members an outstanding level of customer service and continue to invest in our people, prioritising engagement, development and well-being to make the Bucks an exceptional place to work. The Buckinghamshire Building Society is an equal opportunities employer and is committed to actively promoting diversity and inclusion.