Partner Support Executive

at  Close Brothers Group

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 Close Brothers Motor Finance Team where you will be responsible for providing transactional account management support and guidance to our dealer partners at every stage of their journey to build sustainable long lasting relationships. Working as part of the Sales team our ideal team member will have previous experience in Sales Administration with excellent communication skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE/ARE:

• A working knowledge of the SOPRA & VAS products and systems or alternative unit stocking and auditing platforms
• Background in Motor Finance or a similar secured asset lending environment
• Experience with Excel and data mining tools
  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

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, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

• Proactively supporting our dealer partners with transactional business and commercial related queries and operational efficiencies (e-mail or telephone)
• Proactively engaging with the sales Business Development Managers to optimise the dealer partner experience and commercial performance
• Professionally responding to dealer calls and maintaining strong relationships
• Utilising Salesforce.com (CRM) to enrich dealer partner data to support sales activities
• Managing the dealer onboarding process at 30, 60 and 90 day stages
• Undertake key operational processes to ensure the smooth running of the dealer funding portfolio, including but not limited to:
• Prepare documentation for dealer funding applications and annual funding reviews with the support of the BDM team
• Produce correspondence to funded dealers
• Provide strategic support in the deployment of new and development of current dealer funding systems
• Provide support to the Dealer Funding Team and Risk Director in the management of dealer failure scenarios and in the subsequent analysis, review and improvement cycle
• Bring new ideas to existing operational processes, primarily to streamline current processes and improve processes where appropriate
• Adhering to set sales and operations policies and procedures
• Work with a variety of stakeholders with a particular emphasis on providing best in class service to Operations and Sales and in turn, dealers

Risk & Compliance

• 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.