Sales Support Executive
: Job Details :

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 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 developing and 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.

Sales Manager Liaison:

* Preparation of comprehensive broker performance presentations, reports & statistics. Analysis of performance trends and supporting information to enhance broker meeting.

* 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 that all systems e.g. Sales Force are utilised daily with all notes or actions added.

WE WOULD LOVE TO HEAR FROM YOU IF:

* 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 ...@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:

To find out more about life at Close Brothers:

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To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion Close Brothers Group