This role will support the growth of Chorley Building Society’s mortgage business by developing and maintaining strong relationships with mortgage intermediaries. This role combines proactive outbound business development with dedicated inbound support, ensuring brokers receive timely, expert guidance on products, criteria, and case progression to maximize intermediary engagement and lending volumes.

Main Duties and Responsibilities

Inbound Broker Support

• Handle inbound calls and emails from mortgage brokers, providing expert guidance and case support.
• Triage queries and liaise with underwriting and processing teams to resolve issues efficiently.
• Ensure brokers receive a consistent, high-quality service experience.
• Act as a telephone and email point of contact for Brokers outside of the areas covered by the Field BDMs.
• Maintain call and email stats to establish trends and opportunities.

Intermediary Relationship Management

• To Identify, and develop new business relationships, as agreed with Senior Business Development  Manager to support the overall achievement of the Society’s gross lending expectations for residential mortgages.
• Focusing on the agreed region, build a network of firms and brokers. Identify and agree key accounts with line manager that have the potential to increase mortgage lending.
• Responsible for own lead generation and appointment booking.
• Act as an expert and educator for brokers and deliver virtual training sessions and webinars on Chorley BS lending policy, lending products and the areas of the mortgage market we operate in.
• Maintain accurate records of broker interactions and key contacts

 Sales & Business Development

• Collate feedback from contacts discussing potential changes for enhancing the Society’s mortgage schemes with the Senior Business Development Manager regarding lending products and criteria.
• Build and maintain a good understanding of key competitor products and provide general support and business opportunities to the marketing team.
• Support the society at external marketing events, including community focused activity.
• Support marketing campaigns and product launches with targeted broker outreach.
• Support The Field BDM’s with appointment booking and lead generation.
• Assist with keeping criteria sourcing systems up to date and the information accurate.

General Requirements

• Adopt a flexible approach towards daily working hours to meet demands of the role as they arise. 
• Comply with all legal responsibilities, regulatory requirements and codes of conduct relevant to the business.
• Attend training courses and undertake examinations as appropriate for this Job Description and as an employee of the Society to ensure job and personal skills are maintained to the satisfactory standard required by the Society.
• Carry out such other duties, which are consistent with the nature, responsibilities and expectations of the position.
• To provide support to the mortgage team in their relationships with mortgage intermediaries and vice versa.

All frameworks, policies and procedures relevant to this role must be complied with.

In addition to a competitive salary and benefits package (dependent on relevant experience), you will be working as part of a team where teamwork, respect and integrity are our core values.

Diversity and inclusion are important to us as we strive to represent the communities we serve. We support an inclusive environment for all our people to bring their whole selves to our Society. We encourage applications from individuals of all backgrounds, ethnicity, gender identity, sexual orientation, disability, neurodiversity, age, family or parental status, beliefs, nationalities and religions.  If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, please request any reasonable adjustments you’d like on your application form.