Client Support

2 weeks ago

Taunton, United Kingdom Lendology CIC Full time

**Job Description and Person Specification**

**Client Support**

**Salary**: £21,000 to 23,000 per annum

**Place of Work**:Heatherton Park Studios, Bradford on Tone, Taunton, TA4 1EU

**Hours of Work**: 32 hours per week worked over 4 days (please note, this is a 4 day working week trial launched across the organisation on 06.02.2023 for a six month period)

**Reporting to**:Service Delivery Manager

**About Lendology**:Lendology CIC is an established Social Enterprise lender, working in partnership with councils across the UK. We provided finance to a wide range of homeowners for home repairs, improvements, and energy efficiency improvements. We believe that every homeowner should be able to live in a home where they can feel safe, warm, and secure and for many, access to affordable lending is key to making that happen.

As a Social Enterprise, we are driven to deliver social impact as opposed to profit. Unlike other lenders, we assess everyone based on their unique financial circumstances. This means that our lending decisions are made by people, for people.

**Our Commitment to our Team Members**:We offer free parking on-site, a Cash Health Care Plan (on successful completion of probation), free tea and coffee, and clear career progression. We are currently trialling a four day working week, working 8.30am to 5pm either Mon-Thurs or Tues-Friday. The trial runs until August 2023 and if not implemented permanently, working hours revert to Monday-Thursday 8.30am to 4.30pm and Fridays 8.30am to 3pm. We can discuss the trial in more detail at interview.

**Our Vision**: We disrupt traditional lending with our decisions powered by partnerships and people, enriching homes and lives through affordable finance.

**Our Mission**:Working with council partners, we provide access to low cost, responsible finance. We make our lending decisions with people, for people and put impact before profit.

**Our Values**:Not just words, they are reflected in everything we do, regardless of whether you are a client/customer, partner or colleague.

**Supportive**:We help each other, our clients and partners to thrive and succeed.

**Respectful**:We are considerate of the needs, abilities and qualities of our colleagues, clients and partners.

**Dynamic**:We engender a positive attitude, full of energy and new ideas to continuously develop our services, products and relationships.

**Expert**:We are proud of our knowledge and expertise and the positive impact that brings to our clients and partners.

**Job Purpose**

This a pivotal role within the organisation to provide strong pre and post-sales support to our clients.

**Key Work Roles**
- Being the first point of contact for a broad range of client enquiries, taking an holistic approach to problem-solving to ensure a “right outcome, first time” approach
- Uploading client data to our CRM system and allocating to Case Management Team
- Deliver outstanding client satisfaction and be able to demonstrate a level of empathy enabling you to relate to our clients when supporting them through the process
- Providing support to a team of Case Managers, to include a wide range of administrative duties in line with our Loan Delivery Manual
- Supporting Case Managers to increase third party referrals by maintaining a working database and understanding of partner organisations.

**Other Duties**

This is not intended as an exhaustive list of duties. Other duties as may be reasonably required will form part of this job description.

**Person Specification**
- Excellent interpersonal and communication skills
- A positive, outgoing and enthusiastic approach to client relationships
- Highly motivated to find solutions
- Strong attention to detail
- Professional and organised and with the ability to interpret and follow internal policy and procedures
- Manage time effectively
- Excellent team player
- Adaptable to change in a fast paced organisation
- An appetite for career progression

**Essential**
- Competent IT skills
- Customer service excellence
- Good standard of written English

**Desirable**
- Experience working in the financial and/or third sector

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£23,000.00 per year

**Benefits**:

- Company events
- Company pension
- On-site parking
- Sick pay

Schedule:

- No weekends

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Taunton, TA4 1EU: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Application deadline: 24/03/2023
Reference ID: CFAJAN2023HQFT

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