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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 hybrid working, private medical, gym discounts, and additional holiday options.
- Why this job: Join a diverse team, gain industry insights, and develop your career in finance.
- Qualifications: Strong communication skills and proficiency in Microsoft Office are essential; property finance experience 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.
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 Property Finance Team where your role as a Lending Assistant would be to ensure that all data and records are kept up to date and current on the bank\’s systems.
The Lending Assistant works 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 HAVE:
- 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 at 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:
To find out more about life at Close Brothers:
To find out more about our benefits:
To find out more about our commitment to creating an inclusive environment:
Our Responsibility – Diversity and inclusion … Close Brothers Group
The Company
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.
The Benefits
Private medical
Discounted health checks
Stakeholder pension contribution
Cycle to work scheme
Gym discounts
Purchase additional holiday
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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 key terms and concepts will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the banking and finance industry. Attend relevant events or join online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle customer relationship scenarios. Highlight your ability to manage client queries effectively, as this is crucial for the Lending Assistant role.
✨Tip Number 4
Showcase your proficiency in Microsoft Excel during discussions. Being able to discuss specific functions or past experiences using Excel can set you apart from other candidates.
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 diversity and inclusion, and how your skills align with the responsibilities of the role.
Showcase Relevant Skills: In your application, emphasise your time management skills and ability to thrive under pressure. Provide examples of how you've successfully managed workloads in previous positions, especially in a team environment.
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, which is crucial for the Lending Assistant role.
How to prepare for a job interview at Close Brothers
✨Show Your Customer Relationship Skills
As a Lending Assistant, strong customer relationship management is key. Be prepared to share examples of how you've successfully managed client relationships in the past, highlighting your communication skills and ability to resolve queries.
✨Demonstrate Attention to Detail
Since the role involves keeping records accurate and up-to-date, emphasise your attention to detail during the interview. You might want to discuss specific instances where your diligence has positively impacted your previous work.
✨Familiarise Yourself with Credit and Risk Policies
Understanding the credit and risk policies relevant to the role will set you apart. Research these areas beforehand and be ready to discuss how you would ensure compliance in your day-to-day tasks.
✨Prepare for Team Collaboration Questions
The role requires working closely with various teams. Think of examples that showcase your ability to collaborate effectively, whether in meetings or through project support, and be ready to discuss how you can contribute to a team environment.