Weekend Underwriter - Part Time

Close Brothers; Doncaster; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their Motor Finance Team. In this role, you'll assist dealer partners and customers by reviewing and processing motor finance proposals. The ideal candidate will excel in building relationships and providing exceptional service, demonstrating strong attention to detail and self-motivation. This role offers flexibility and inclusivity, allowing you to balance work and home life while contributing to a team committed to supporting small businesses and individuals across the UK. If you're looking for an opportunity to grow and make a difference, this position is for you.

Qualifications

• Experience in customer service and relationship building.
• Ability to work independently and as part of a team.

Responsibilities

• Process customer proposals and underwrite in line with policies.
• Liaise with dealers regarding proposal outcomes and negotiations.

Skills

Attention to Detail

Negotiation Skills

Customer Service

Self-motivation

Education

GCSE Standard (5 Qualifications Grades A-C)

Tools

Microsoft Office

Job description

Salary: Competitive Salary, Discretionary Bonus & Company Benefits

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 discussing flexible work options to help you balance your work and home life.

Join the Close Brothers Motor Finance Team where your main job will be to assist our dealer partners and end customers by manually reviewing and processing motor finance proposals.

Our ideal team member will have previous experience in building and sustaining great relationships through providing excellent and efficient service. You must also be self-motivated and have a good eye for detail.

RESPONSIBILITIES

• Processing customer proposals and underwriting them in line with company policies and procedures.
• Liaising with motor dealer partners 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 appropriate for the customer.
• Processing customer documentation.
• Adhering to requirements of dealer procedures along with certain database checks for items that may occur when underwriting (e.g., CIFAS - UK Fraud Prevention Service).
• Operation of our proposal system with clear notes and rationale which adheres to company standards and audit process.

General

• Completing customer security checks.
• Processing the payment of funds to our dealer partners.
• Completing general administration tasks related to new business activity.
• Maintaining an understanding of the motor market.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Experience and are confident with using Microsoft Office tools and have the ability to learn new systems.
• Ability to work both independently and as part of a team.
• Good attention to detail with a high level of accuracy.
• Familiarity with using negotiation skills within an operational process.
• Educated to GCSE standard (5 Qualifications Grades A-C) or equivalent level of study or experience.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• Have previous knowledge of FCA regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Detective, or Consumer Credit Act.
• Have previous experience in an underwriting position and have held a mandate.

We are an inclusive organization 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 [e-mail] or request a call back.

ABOUT US

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.

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 criterion, 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.