Sales Specialist in Liverpool

As Sales Specialist, you will have a variety of tasks to complete, supporting the Hope Capital team and third parties. Day to day, you will:

• Execute the business development strategy to deliver the quality and volume of business to exceed target.
• Undertake preliminary assessment of enquiries and gather enough information to make an in-principal decision resulting in an application, before progressing the enquiry to the Underwriting team to conduct a full review.
• Actively manage loan enquiries from brokers and clients direct, assessing the information provided and undertaking preliminary enquiries to enable indicative terms to be conveyed to the broker/client.
• Implement business and promotional plans in conjunction with the NAM’s/Director of Lending Operations a Commercial Strategy to maximise results.
• Ensure consistent delivery of customer experience and level of service, clearly setting out expectations of what can and cannot be achieved in designated timeframes.
• Use market and competitor knowledge plus customer feedback to identify new opportunities and identify USPs.
• Assist design, development and modification of processes and product offerings to best fit customer requirements / gaps in the market on a continuous basis.
• Provide regular competitor feedback.
• Assist the Director of Lending Operations a Commercial Strategy as appropriate with any additional responsibilities required to support the wider team when required.
• Ensure accurate and up to date records are maintained on the CRM system.
• Build relationships with intermediaries, both new and existing by maintaining an agreed number of calls per month, proactively contacting prospects to promote the services of Hope Capital and win new business.
• Develop new business across different product offerings and handling all stakeholder relationships where appropriate.
• Work closely with the underwriting department to ensure an exceptional customer experience through to loan completion.
• Work closely with the post-completions department to ensure broker and borrower experience is seamless with the view of winning repeat business.
• Provide support to the Director of Lending Operations a Commercial Strategy/National Account Managers by attending meetings/exhibitions as and when required to represent the brand and further build on existing relationships and cultivate new ones.
• Providing 121 support, training and assistance to other team members in sales and the wider business always acting as an advocate for Hope Capital.

ABOUT THE ROLE:

Maintain and develop strong broker relationships by proactively contacting new and existing finance brokers to promote the Hope Capital proposition with the aim of winning new business and being the first point of contact for all new enquiries received into the office. Undertake preliminary assessment of enquiries and gather enough information to draft an agreement in principle before progressing the enquiry to the underwriting team to conduct a full review.

NICE TO HAVE:

• Experience within financial services.
• Willing to learn and upskill in a fast-paced environment.
• Relationship management skills.
• Previous experience in a fast-moving finance company within the regulated or unregulated business environment.

WHAT WE EXPECT:

• To work on a hybrid model of office and home working, but to attend the office additional days as and when required, given reasonable notice.
• Fulfil the need to travel or attend events, working irregular hours including weekends as required as a Hope Capital representative.

WHAT YOU’LL NEED:

• Proven experience of working in a fast paced, dynamic environment.
• Proficient in Excel and can competently create spreadsheets, accurately maintain and manipulate data.
• Analytical approach.
• Strong multi-tasking and organisational skills to manage different financial duties, including the ability to prioritise tasks to meet tight deadlines.
• Communication skills, including the ability to explain complex financial matters in accessible terms to different levels of stakeholders.
• Team player with desire to collaborate across departments.
• Strong solving ability and skills.
• Flexibility and open-mindedness.