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Account Management Specialist
2 months ago
JBR Capital is a leading specialist high-end vehicle finance lender dedicated to empowering customers to transform their automotive passion into reality. We combine the expertise of our colleagues with the efficiencies of cutting-edge technology to build a scalable platform that redefines passion asset lending.
We believe in taking a holistic view of each customer's unique situation, and we apply the same approach when seeking individuals who are passionate about delivering a premium service to join us. Our team embodies JBR Capital's values of integrity, empathy, commitment, collaboration, and entrepreneurship.
At JBR Capital, we are committed to fostering a dynamic and inclusive workplace where innovation and creativity are encouraged. We believe that empowering our employees to pursue their professional ambitions leads to personal growth and drives our collective success. By nurturing talent and providing development opportunities, we ensure that our team remains at the forefront of the industry, delivering exceptional experiences for our clients while enjoying career development.
Key Responsibilities- Support the Business Development Managers and manage their accounts.
- Build and maintain relationships with brokers, dealers, and end customers.
- Quote various finance product types to different parties.
- Process financial applications from initial proposal stage to pay-out.
- Produce various finance agreement documents for customer signature.
- Deal with a high volume of requests and inquiries.
- Communicate effectively with other departments to ensure smooth day-to-day operations.
- Adhere to all Legal, Regulatory, Compliance, and Business policies and procedures.
- Continually seek out opportunities to improve the operation and build efficiencies into processes to reduce manual workload.
- Own, investigate, and resolve all Client inquiries regardless of complexity, provide excellent service via verbal and written forms of communication.
- Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimize financial loss.
- Support Senior/Client Support Manager through providing accurate reporting on processes completed and variance to ensure individual/departmental MI is available to drive performance and forecasting.
- Sales admin/client services/account management within the financial services.
- Strong written and verbal communication skills.
- Customer Service experience.
- Excellent attention to detail.
- Ability to work under pressure in a fast-paced environment.
- Highly organized with ability to prioritize workload.
- Show initiative to work alone as well as in a team.
- Good computer skills including proficiency in Microsoft applications.
- Must be able to multitask and handle multiple requests.
- Sound analytical and problem-solving skills.
- Ability to learn new skills as the business grows enabling us to meet service standards.
- Computer literate (good knowledge of MS Office suite – Excel, Word).
- Excellent consumer lending regulatory knowledge and understanding including FCA, JMLSG, BCOBBS.
- Ability to understand and fully comply with documented processes and procedures.
