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Overall Summary
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Premium Finance Team where you will provide support to the Sales Support and field-based Sales Managers and their Brokers. Working as part of the Sales team our ideal team member will have previous experience in maintaining relationships with excellent communication skills.
Responsibilities
Reports
- Completing the below £50k renewals for all Field sales managers daily, proactively sending emails to broker to confirm the loan renewal status.
- Working the Field Sales managers unauthorised reports, re issuing Esigns to client’s, emailing brokers copy of RACA’s where Esign is not available, liaising with different departments to minimise delays of loans being authorised.
- To issue all of Sales the end of day figures and inbox status’s
- To assist Sales Support team and cover for annual leave.
- To assist Sales Support executives in Daily/Weekly/Monthly reports as in line with month end and any other Ad-hoc reports that are required.
- To pro-actively work the Sales Support in box ensuring that this is kept up to date and all queries answered or pass to relevant department.
Sales Manager Liaison
- Preparation of comprehensive broker performance presentations, reports & statistics. Analysis of performance trends and supporting information to enhance broker meeting.
- s on renewals below - £50k
- Management of Credit Applications and to oversee end to end process via outsystems
- Rates paper completion upon requests and liaising with pricing.
- New broker set-up pack collation as in line with regulatory requirements.
- Act as an escalation point for colleagues in relation to contract queries
General
- Service levels are to be maintained in all instances SLAs -
- Reply to all emails within 24 hours (this does not mean completion)
- Action all emails within 48-72 hours (this allows for other departments to reply) if this is not possible then you need to have chased other departments and gone back to source with a response of when they can expect a reply.
- Ensure the telephone is answered in a timely manner and that you consider cover when leaving the department.
- Ensure that all systems e.g. Sales Force are utilised daily with all notes or actions added.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/.ARE:
- Ability to work independently as well as part of a team.
- Excellent communication skills both written and verbal.
- Quick to develop and maintain relationship both internally and externally.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at
[email protected] or request a call back.
About Us
For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
