Close Brothers Group

  • Cardiff
The role of Branch Administrator covers two main areas; New Business and Collections. As part of the New Business team you will be responsible for building and sustaining relationships with our customers and dealers. The role is responsible for sales support/underwriting and ensuring the business taken on by Close Brothers Motor Finance is within the set parameters.

The role of Branch Administrator is a high level customer service driven role. To be successful, you must be a self-motivated individual who has excellent planning and organisational skills. You need to be a good communicator with strong influencing and negotiation skills.

Key Responsibilities:


Carry out duties to the company standard policy and procedures
General office administration office duties
Management of HPI monitor (Hire Purchase Information)
Collecting and negotiation of fees that have accrued on customer accounts
Accurate banking of monies received
Dealing with customer complaints and general queries
Ensuring all accounts are maintained by customer direct debits along with management of all direct debit errors / returns

New Business:

Processing of customer proposals and underwriting them in line with company policies and procedures
Liaising with motor dealers 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 within personal mandate limit
Processing documents received that need to be paid out
Calculating of dealer commission
Adhering to requirements of new dealer procedures along with certain database checks for items that may occur when underwriting eg. CIFAS (UK Fraud Prevention Service)
Collecting and negotiation of fees that have accrued on customer accounts
Operation of our proposal system with clear notes and rational that is to our company standard and audit process
To achieve internal staff sales budgets on retention

Risk & Compliance

Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.