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The Role
Located at Birmingham/Oxford/Bristol
- Administering letters of variation for all facility types including but not limited to loan roll forwards, providing asset refinance and reviews of existing facilities.
- Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.
- Long term retention of clients and mitigation of invoice finance risk.
The Responsibilities
- Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities.
- Manage the risk of your portfolio by ensuring good communication with all operational and business development staff within the business.
- Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
- Review client bank statement entries and request further information from clients if required.
- Review cash collections and dilutions trends within your portfolio.
- Review all facility documents to ensure a full understanding of the client’s risk profile.
- Ensure all clients’ needs are being met and there are good communications via email, face to face and telephone.
- Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process.
- Support for the Operations and Brokerage team during times of peak activity.
- Conduct ‘know your customer’ checks on potential borrowers · Raise any areas of concern in a timely manner to allow remedial action to be taken.
- Input accurate and up to date information onto the Customer Relationship Management system.
- Ensure the security documents related to each loan drawdown are signed and filed post completion.
- Compose all post sale paperwork and send post completion welcome e-mails.
- Undertake ad hoc project work and initiatives as directed.
- Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client’s business.
- Review audit report and follow up if required.
- Provide client training on our operating system to assist with reconciliations and Adhere to all Company policies and procedures.
- Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training
The Requirements
- Experience – Proven experience of maintaining relationships in any finance environment.Track record of successful delivery in a high-pressure role.
- Skills – Customer service skills and ability to work alone whilst being a team player.
- Microsoft Office, particularly Excel. Numerate and literate. A good understanding of reading financial accounts. Problem solver and awareness of risk.
- Qualifications – Educated to at least A Level standard and pass aptitude test.
- Full driving licence
