Company Description

Broka is a commercial loan sourcing platform and business management tool designed to transform finance broking, focused on the bridging and development finance sectors initially. Beyond having the most powerful loan search facility in the market, Broka's proprietary case management software greatly improves efficiency, reduces costs, ensures compliance, and increases sales volume and margins.

Role Description

Primarily, to liaise with existing Lenders on panel to keep their products and criteria up to date on our system, and expand the product ranges into new areas with new Lenders.

Also to liaise with Brokers and give them support and training on how to use the system. Communicate with the marketing team, development team and company Director to ensure the Broka platform continues to evolve and grow into new markets.

Data entry, financial and communication skills are essential.

This is a full-time hybrid role for a Relationship Manager, located in Allerton Bywater, Wakefield with some work from home acceptable.

Responsibilities

• Create and deliver strategies to successfully manage lender, Investor and broker relationships.
• Key Lender and Investor data into our system.
• Prepare outreach campaigns to ensure clients are kept up to date with changes on the system.
• Demo the system to lenders, investors and broker users.
• Actively work towards performance targets.
• Build relationships with new and existing clients, gauging their needs and develop proposals to address these needs.
• Create, deliver and maintain client base relationship strategy.
• Attend conferences/events to build relationships with industry partners, staying up to date with new trends.
• Possess a strong understanding of the Broka system, products/facilities and be able to advise others about them.
• Recruit, manage and train a team.
• Seek out the appropriate contact(s) in relevant organisations.
• Meet with Lenders, Investors, and broker clients face to face or over the phone.
• Attend Coffee, Lunch and Meetings to maintain relationships.