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Job Role:
- Provides a high level of service and support to the Relationship Management team in support of the Commercial Finance Asset Based Lending client base.
Responsibilities:
- Provide dedicated office based support for a specific portfolio of clients.
- Responsible for ensuring high levels of service are maintained.
- Responsible for preparation of all aspects of first payments for clients that are joining the portfolio.
- Support with management of risk (following up audit points, verifications, risk factor trend investigation).
- Support Relationship Manager with onsite client visits and take-ons.
- Provide risk management analysis including the preparation of monthly covenant monitoring and analysis of periodic MI/Audited Accounts.
- Identify opportunities to generate additional income.
- Take ownership for any 'bespoke’ operations within own portfolio.
- Authorise schedules and payments in line with authorities.
- Support Operations team with peaks in workflow across all aspects of team (MER, cash processing, schedules, cover for other ARM etc).
- Provide training and coaching support to the Account Executives / Office Juniors within the team.
- Ensure robust governance and compliance is adhered to in all aspects of role.
Key Interfaces:
- Dancerace C3 / Dancerace E3
- Equifax
- RBS Bank-line
- Risk Factor
Knowledge/Experience:
- Proven track record of 'front line’ client facing experience.
- In-depth knowledge of the risk managements principles of Factoring and Invoice Discounting.
- Able to work to deadlines.
- Strong verbal and written communicator.
- Ability to analyse information accurately.
