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- Tasks: As a Lending Assistant, you'll manage data, support loan approvals, and engage with clients.
- Company: Close Brothers is a leading UK merchant banking group focused on lending and investment services.
- Benefits: Enjoy competitive salary, discretionary bonuses, hybrid working, and a supportive work environment.
- Why this job: Join a diverse team, gain industry insights, and make a real impact in finance.
- Qualifications: Strong communication skills and proficiency in Microsoft Office; experience in finance is a plus.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 28800 - 43200 £ per year.
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 discuss flexible work options to help you balance your work and home life.
Join Close Brothers Property Finance Team where your role as a Lending Assistant would be toensure that all data and records are kept up to date and current on the bank’s systems.
The Lending Assistantworks closely with their Line Manager and team Portfolio Managers(PM’s) to ensure that the portfolio of accounts is managed diligently and pro-actively and that are always fully compliant with Credit and Risk policies and procedures.
Our ideal team member will have possess strong, demonstrable experience of customer relationship management.
RESPONSIBILITIES
- Due Diligence:Support loan approvals by ensuring all lending criteria and credit controls are met.
- Account Management:Keep lending system records accurate and up-to-date, working closely with Credit, Finance, and Ops.
- Meeting Support:Join internal/external meetings, take notes, and follow up with key actions.
- Credit Committee Prep:Help draft and present papers for new loans, renewals, and portfolio updates.
- Project Assessment:Review valuations and reports to ensure project viability and security quality.
- Payment Processing:Prepare and authorise payments, ensuring all conditions are signed off.
- Portfolio Monitoring:Track loan performance and manage renewals and annual reviews.
- Client Engagement:Handle new enquiries and assess opportunities with the team.
- Customer Service:Resolve client queries and deliver top-tier service.
- Site Visits:Attend meetings and site visits to deepen industry knowledge.
- Networking:Build industry insight and contacts through events and media.
- Team Support:Provide ad hoc assistance to senior managers and directors.
WE WOULD LOVE TO HEAR FROM YOU IF YOU:
- Thrive under pressure and can confidently manage your own workload.
- Are self-motivated with excellent time management skills.
- Communicate clearly and professionally at all levels.
- Work well both independently and as part of a team.
- Are confident using Microsoft Office, especially Excel.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
Experience in property finance, investment, development, or a related banking role.
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 atrecruit.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.
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 in15 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.
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Lending Assistant employer: Close Brothers
Contact Detail:
Close Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lending Assistant
✨Tip Number 1
Familiarise yourself with the property finance sector. Understanding the basics of lending criteria, credit controls, and customer relationship management will give you a solid foundation to discuss during interviews.
✨Tip Number 2
Network with professionals in the industry. Attend relevant events or join online forums to connect with others in property finance. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your Microsoft Excel skills. Since the role requires strong proficiency in Excel, consider taking an online course or practicing with real data to enhance your capabilities before the interview.
✨Tip Number 4
Prepare for situational questions by thinking of examples from your past experiences where you successfully managed workloads under pressure or resolved client queries. This will help you demonstrate your problem-solving skills effectively.
We think you need these skills to ace Lending Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer relationship management and any previous roles related to finance or banking. Use keywords from the job description to demonstrate your fit for the Lending Assistant position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to Close Brothers. Mention specific aspects of the company that resonate with you, such as their commitment to inclusivity and sustainability, and how your skills align with the responsibilities of the role.
Highlight Relevant Skills: In your application, emphasise your time management skills, ability to work under pressure, and proficiency in Microsoft Office, particularly Excel. Provide examples of how you've successfully managed workloads or resolved client queries in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for the Lending Assistant role.
How to prepare for a job interview at Close Brothers
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Lending Assistant. Familiarise yourself with terms like due diligence, account management, and credit controls, as these will likely come up during your interview.
✨Showcase Your Customer Relationship Skills
Since strong customer relationship management is key for this role, prepare examples from your past experiences where you've successfully managed client interactions or resolved queries. This will demonstrate your capability in delivering top-tier service.
✨Prepare for Team Dynamics
Be ready to discuss how you work both independently and as part of a team. Think of specific instances where you've collaborated with others or taken the initiative on your own, as this will highlight your adaptability and teamwork skills.
✨Familiarise Yourself with Microsoft Office
As proficiency in Microsoft Office, especially Excel, is important for this position, brush up on your skills. Be prepared to discuss how you've used these tools in previous roles, particularly in managing data or preparing reports.