Credit Liaison Manager
This is a {Advertised Permanent / Temporary}, {Advertised Full Time / Part Time} vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
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 Asset Finance, Wholesale Finance Team where you will maximise our sales opportunities by effectively managing the communication, reporting and signposting of finance proposals coming into the Wholesale Fleet business directly from end-user customers.
This will involve building relationships internally with the sales and credit teams, as well as externally with customers submitting the proposals, reviewing credit papers and obtaining additional information where needed.
Our ideal team member is someone with strong communication and relationship building skills who has a head for numbers, and ideally some credit experience. This role is a good opportunity for someone to utilise those skills in a non-field based sales function.
RESPONSIBILITIES
- Developing strong relationships with clients to understand how to increase flow of business and remove blockers to transacting with Close Brothers
- Become the bridge between sales and credit, increasing conversion rates on deals received
- Manage and improve the reporting we provide internally and externally on our end users, ensuring the information is timely and accurate
- Analyse and signpost decisions which may need senior management review, liaising with the customer to obtain additional information which will support the submission
- Communicate credit decisions with customers in a professional and friendly manner
- Work with the MD of the business and Finance function to ensure RWA analysis for end users is timely and accurate
- Present at the monthly sales meeting, providing trend analysis on our end user deal flow to allow the sales team to maximise client meetings and increase proposal numbers
- Successfully convert a minimum of 5% of the identified opportunities in your first year, moving to 10% in year 2.
- Complete administration tasks in support of streamlining credit submissions within Wholesale Finance
- Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
- Experience in a relevant role within the Financial Services industry - either Client/Relationship Management, Sales and/or Underwriting
- Strong numerical ability
- Experience of utilising data to generate useful insights and reports
- Ability to work in a fast moving environment and adapt to the challenges of a new role to the business
- A proactive attitude to client management and a background of working with long term clients
- A strong desire to succeed in a target driven environment
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Have an understanding (or ideally experience) of credit underwriting
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 recruit.ssc@closebrothers.com or request a call back.
ABOUT US
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 and is a constituent of the FTSE 250.
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
#LI-JN1 #LI-CBAFL #LI-Hybrid
The Company
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
The Benefits
Private medical
Discounted health checks
Stakeholder pension contribution
Gym discounts
Cycle to work scheme
Gym discounts
Purchase additional holiday
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