Loan Originations at Blue The Loan Originations team at Blue support applicants by helping them to obtain affordable motor finance loans. We work with the introducers and customers across Underwriting, Payouts and Introducer Support. Overall purpose of the role This role forms part of the day-to-day Origination function to support existing and new relationships with Introducers (Dealers and Brokers) and Blue's Commercial Team by telephone and email, as well as ensuring timely and accurate payment and administration of all new loan products. Advisers are also required to research and evaluate new introducer setups and provide an ongoing review of our portfolio of dealers. Key responsibilities and accountabilities The key aspects of the role are to: Respond to inbound and outbound telephone enquiries in a professional and respectable manner Onboard new dealers and brokers in line with our company policies Support the Introducer Oversight function by conducting annual and adhoc reviews Payout incoming deals in line with company policy and approved mandate value To check all payout documents for accuracy and completeness including ensuring that we are enforcing all underwriting and compliance conditions Be a point of reference, knowledge and support for our dealer/broker network. Being responsive to change for new processes and working alongside internal teams to aid a quick, efficient and a company compliant outcome for Blue. Ensure company policies are adhered to and followed. Working review of departmental procedures in line with policies with the ability to suggest review/change where identified. Liaising closely with other departments as necessary. Adhering to company policies and procedures and maintaining updated documentation. To always present the company professionally and confidentially. To always pay due care and attention to your own and others’ health and safety. Ensure all client communication is responded to within the set Key performance indicators. Person specification Good team player, flexible and able to work on own initiative Strong interpersonal skills, able to establish effective working relationships at all levels Appreciates the importance of accuracy and attention to detail Demonstrates a sense of urgency and good work ethic Ability to work with competing deadlines and priorities Excellent customer service skills and awareness of the importance of the customer Comfortable and competent with MS Office Comfortable identifying and raising issues, particularly where driving good outcomes for customers are concerned Compliance and regulation Develop and maintain a full understanding of the Company’s compliance requirements (including the Financial Conduct Authority’s Conduct Rules) and act in accordance with the standards, instructions in, and the spirit of those requirements. Take responsibility for ensuring that personal data within your remit is handled lawfully, fairly, and in line with the company’s data protection policies and procedures. Collaborate with the Data Protection Officer to ensure compliance with data protection standards, guidelines, and principles, acting in a manner that upholds these requirements while supporting the DPO’s overall oversight responsibilities. For customer data, ensure it is processed securely and in accordance with data privacy obligations to protect the rights of individuals. Act to deliver good outcomes for our customers and understand how this requirement specifically applies to your role at Blue. Additional requirements Office hours are between 8am-8pm, you should complete 7.5 hours a day, covering core working hours depending on your rota Rota shift work based with some 9am-6pm Saturdays, Sundays & Bank Holidays (day in lieu earnt for working them) Hybrid working available after training completed (3 days in the office as a minimum) This document is neither contractual nor exhaustive and may be amended to meet the needs of the business. Where possible this will be done in consultation with the job holder From time to time, and within reason, you may be required to carry out tasks that fall outside of your position’s remit As part of your on-going development, you may be required to undertake training in order to meet the requirements of your role. Due to our remote location and lack of public transport it is suggested that you are a driver and are able to get to our offices in Sundridge, Sevenoaks.