Business Development Manager

Field based, with quarterly sales meetings at the Society's Head Office in Edinburgh Post: Full Time Closing Date: 31 Jan 2026

Posted on 25 Nov 2025

About the Role

Reporting to the Head of Intermediaries, the Business Development Manager will deliver their territory mortgage target both for applications and completions through engagement with mortgage brokers throughout Scotland.
They will deliver compelling presentations to our broker partners, outlining our personal approach to service and flexible underwriting. At all times they will meet activity targets which will be driven predominantly by face-to-face engagement with our broker partners.
The role will be field based, with a requirement to report to the Society's Head Office in Edinburgh for quarterly sales meetings.

Key Responsibilities

• Delivery of mortgage target, submitted
• Delivery of mortgage completion target
• Delivery of weekly activity target
• Garner positive feedback from brokers within territory from survey and engagement
• Organise regular broker events to promote The Society
• Positive engagement with The Society's operations, lending and underwriting teams
• Support agreement of new business cases
• Support updates for mortgage pipeline cases when required

This list is not exhaustive, and the post holder is expected to carry out any other tasks that are required to fulfil the needs of the role. Management may add or subtract from the list of duties in order to meet the need of the business as they see fit and as per the terms and conditions of contract.

About You

Measures of Success

• Achieving all targets whilst adhering to the Society procedures and policies.

Qualifications

• CeMAP or equivalent required

Experience required:

• Mortgage Business Development experience required
• Proven track record in sales and achieving financial targets
• Experience of client relationship management

Behaviours:

• Professional and ethical
• Strong interpersonal relationships
• Able to work with minimum supervision and to deadlines
• Willing to take on responsibility and accountability
• Ability to consider the needs, abilities and personalities of others
• Willing to work as part of a team and involve others
• Positive approach

Essential skills:

• Presentation skills, both 1-1 and to broader groups and audiences
• Relationship building - Develops and maintains relationships with key contacts in all relevant areas.
• Environmental awareness - Has a good understanding of the broker environment in which the Society operates and of industry best practice and key developments. Has a good awareness of the likely impact of economic, political, social and regulatory change on the Society's business and overall aims. Has an understanding of competitor services and initiatives and how they may be turned to the Society's advantage.
• Proven analytical skills - Able to use analytical tools and techniques to support our broker partners with case shaping and submission.
• Decision making skills - Ability to source, collate and process all pertinent information to support lending referrals.
• Self/work organisation - Plans, co-ordinates and controls the work and resources under their control. Maintains an awareness of team workloads not directly under their control and demonstrates flexibility in making most effective use of resources to achieve overall business objectives.
• Organisational awareness - Has a very good understanding of the Society's overall aims, structures, policies and culture, together with a good knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business.
• Procedural/Product/Specialist Knowledge - A very good knowledge of the relevant procedures, products and services in own areas of responsibility, namely Intermediated Mortgages, including interpretation and application of best practices, and able to immediately recognise a range of options and match to broker needs.

Other Requirements:

• Full UK Driving License

PLEASE DO NOT APPLY FOR THIS ROLE UNLESS YOU HAVE RECENT DEMONSTRABLE AND RELEVANT EXPERIENCE.

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