Job Description

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 Transport Team, based out of our East Kilbride offices. You will review and amend CCA Statements for all Customers with Regulated Agreements, update information for UBOs/Corporate Entities/Sole Traders/Small Partnerships and Private Individuals and collate information requests for Asset Finance Audits. Working as part of the Transport team our ideal team member will have previous experience in providing excellent customer service with excellent data entry, organisational and communication skills.

RESPONSIBILITIES

Investigate and update data that has been input into the system that may be incorrect or have missing info. Check and Distribute Annual Statements to all customers with regulated agreements within the prescribed timeframe, also carry out amendments to generated statements when inconsistences are identified whilst carrying out sense checks. Assist CB Treasury in Crown Place with the collation of all CBAF Finance Agreements for Audit Manually generate Customer Statements requested by various Branches across the business and review for accuracy, ensure amendments are made prior to issuing to the customer Review details of Assets loaded within our system and make any necessary amendments where required. Conduct thorough controls assurance reviews on all BBB-backed facilities to be set to "guaranteed" or "repaid", to ensure compliance with internal standards and external guarantee requirements. Validate that facility files and documents are complete, accurate, and free from errors. Identify and escalate any failures in the lending process to Governance. When required aid in providing Redress to our customers following Company Policy and Procedures.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

Good IT skills with experience of using MS Office Data entry experience High level of accuracy and attention to detail Effective verbal and written communication skills Effective organizational skills Experience of providing excellent customer service

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

Proficient in relevant computer applications such as MS Office Formal computer training

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-TW1 #LI-CBAFL #LI-Onsite


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.