- Manage a large portfolio of clients, plus smaller clients to be managed
- Have a good relationship and thorough understanding of the businesses
- Client take-on meetings / reviews and visits.
- Manage a large portfolio of clients, plus smaller clients to be managed day to day by the Client Executive.
- Have a good relationship and thorough understanding of the businesses within your portfolio.
- Sanctioning of overpayments, credit limits and high involvement requests.
- Sanctioning bi-monthly verifications carried out by CE on all choccs and confidential accounts in line with the schedule.
- Overview of full-service verifications and liaise with credit controllers and client regarding any concerns.
- Reviewing YTD stats highlighted by CE on monthly basis.
- Ensuring that second verifications has been performed.
- Client take-on meetings / reviews and visits.
- Overview of management accounts and bank statements on a monthly. basis – liaise with clients over HMRC arrears and TTP.
- Ongoing training to ensure correct levels of knowledge and development within the team.
- Identify and review any onerous conditions within the debtors T&C’s to minimize risk.
- Liaise with solicitors regarding accounts passed to legal recoveries.
- Previously worked in the Invoice Finance/factoring sector.
- Previous success in the role of Relationship Manager or similar.
- Customer centric and able to provide excellent customer service whilst maintaining acceptable risk levels.
- Strong communication skills as well as the ability to adapt to changing workloads with good time management skills.
- Willing to adopt and demonstrate values of accessibility, Innovation, Relationships and Accountability
- Full driving license
- Right to work in the UK, regretfully, we are unable to sponsor visas for this position.