Broker Liaison Coordinator

Broker Liaison Coordinator

Full-Time 25000 - 26000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support mortgage intermediaries by answering queries and providing excellent customer service.
  • Company: Join OSB Group, a passionate specialist mortgage lender and retail savings bank.
  • Benefits: Enjoy 30 days annual leave, competitive salary, and enhanced family-focused benefits.
  • Other info: Inclusive workplace with flexible options and commitment to diversity.
  • Why this job: Launch your career in financial services with valuable industry knowledge and skills.
  • Qualifications: Customer service experience and strong communication skills are essential.

The predicted salary is between 25000 - 26000 £ per year.

About the team

The Broker liaison team support the bank by taking inbound mortgage calls from mortgage intermediaries who require information with regards to new or current lending, broker portal navigation and registration assistance.

What you will be doing?

Answering new business enquiries, resolving any queries they may have, and escalating complaints where required whilst always delivering excellent customer service. Working within a positive and supportive team, you will gain valuable industry knowledge, practical skills, and professional development opportunities that will help launch your career in financial services.

Your responsibilities will include:

  • Supporting the Broker Journey by using your skills and knowledge to deal with queries from Intermediaries through all communication methods for new lending.
  • Liaising with our Business Development Managers to provide them ongoing support.
  • Participating actively in telephone campaigns where required for intermediaries.
  • Resolving technical queries and escalate where necessary.
  • Taking card payments and issue refunds whilst complying with PCI processes.
  • Completing general administration duties and ad hoc tasks or projects as and when required.

What's in it for you?

We offer a base salary dependent on experience and location between £25,000- £26,000 and a competitive benefits package:

  • 30 days annual leave
  • Choose to contribute 3% or 5% pension, with employer contributions of 6% or 8% respectively
  • Enhanced family-focused benefits

About us

OSB Group is a specialist mortgage lender and retail savings bank. Alongside passion for our products and customers, we're passionate about our people and want to continue building a collaborative and engaging environment!

Do you have the skills?

We are looking for talented individuals who have the experience and knowledge set out below:

  • Previous experience in a customer service environment with a confident telephone manner.
  • Basic knowledge of call centre operations is essential.
  • Advanced skills in respect of communication and delivering a high level of customer service.
  • Attention to detail and ability to learn new processes and procedures.

Next steps

If this sounds like you, please apply now! For internal applications please visit the internal careers page to apply. Still on the fence? Hear from our team or explore our process: OSB Careers. Shortlisted candidates will go through a personalised recruitment process, that is relevant and conversational. If you need any adjustments or support, we’re here to make sure you can show your best self. We are proud to be a Disability Confident employer and are committed to creating an inclusive and accessible workplace where everyone can thrive. We welcome applications from people of all backgrounds and encourage candidates with disabilities and long-term health conditions to apply. If you meet the minimum criteria for the role and would like to be considered under our Disability Confident Scheme, please indicate this on your application.

Diversity, Equity & Inclusion

Our team value spending time together in the office, typically 3 days a week to support collaboration and connection with colleagues, but we’re happy to have a conversation about what flexibility might look like for you. Not sure if you meet the spec? Let us decide. Research tells us that those from marginalised groups feel like they need to meet 100% of the criteria to apply. Here at OSB, we are committed to inclusivity and understand the value different experiences and perspectives can bring, so please don’t feel like you need to check every box to apply for a role internally. We champion diversity at all levels, with Board-level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.

Broker Liaison Coordinator employer: OneSavings Bank

At OSB Group, we pride ourselves on being an excellent employer, offering a supportive and collaborative work environment that fosters professional growth and development. As a Broker Liaison Coordinator, you will benefit from a competitive salary, generous annual leave, and enhanced family-focused benefits, all while gaining valuable industry knowledge in the heart of the financial services sector. Our commitment to diversity, equity, and inclusion ensures that every employee feels valued and empowered to thrive in their career.

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Contact Details:

OneSavings Bank Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Broker Liaison Coordinator

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like OneSavings Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Broker Liaison Coordinator

Customer Service Skills
Telephone Communication Skills
Call Centre Operations Knowledge
Attention to Detail
Problem-Solving Skills
Technical Query Resolution
Administration Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to OneSavings Bank.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on OneSavings Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at OneSavings Bank

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with OneSavings Bank.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at OneSavings Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former OneSavings Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.