Branch Administrator
Close Brothers Asset Management
Manchester GB
3d ago

General :

  • Carry out duties to the company standard policy and procedures
  • General office administration office duties
  • Management of HPI monitor (Hire Purchase Information)
  • Collecting and negotiation of fees that have accrued on customer accounts
  • Accurate banking of monies received
  • Dealing with customer complaints and general queries
  • Ensuring all accounts are maintained by customer direct debits along with management of all direct debit errors / returns
  • New Business :

  • Processing of customer proposals and underwriting them in line with company policies and procedures
  • Liaising with motor dealers regarding the outcome / decisions of a proposal that has been underwritten
  • Negotiating with dealers, the figures and requirements to make the deal acceptable to CBMF and within personal mandate limit
  • Processing documents received that need to be paid out
  • Calculating of dealer commission
  • Adhering to requirements of new dealer procedures along with certain database checks for items that may occur when underwriting eg.
  • CIFAS (UK Fraud Prevention Service)

  • Collecting and negotiation of fees that have accrued on customer accounts
  • Operation of our proposal system with clear notes and rational that is to our company standard and audit process
  • To achieve internal staff sales budgets on retention
  • Arrears :

  • To manage review and action branch credit arrears
  • To identify possible fraudulent accounts and take the correct action to resolve issues quickly and to inform management of potential losses and action taken
  • Relationship management of existing accounts to ensure that customer arrears are resolved on a one touch basis where possible
  • Management and ownership of accounts in arrears working to pre agreed numbers in each category of arrears ( e.g. 1 month in arrears, 2 months so on )
  • Preparation of file transfer to Head Office Branch Services
  • Liaise with tracing & repossession agents
  • Manage the collection and sales of repossession and voluntary terminated vehicles with auction houses
  • Management of field calls issued to the Account Managers
  • 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.
  • Essential

  • Excellent customer service skills
  • Previous experience in a customer focused environment
  • Demonstrable experience of working within a structured process
  • Excellent IT Skills (MS Word, Excel and Outlook)
  • The ability to work well as part of a team
  • Desirable

  • Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive and Consumer Credit Act
  • Previous experience in a collections or underwriting position
  • Rewards and Benefits

    At Close Brothers we recognise the value of a work life balance, and have put

    together a benefits package that reflects this.

  • Discretionary Annual Bonus
  • Pension Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution
  • Life assurance 4 times annual salary
  • Private Medical Heathcare
  • Annual Leave minimum of 25 days as standard with the opportunity to buy up to 5 days’ additional annual leave every March
  • Plus further benefits including competitive family friendly offering , information available upon request
  • Equal Opportunities

    As an employer, Close Brothers is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

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