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Portfolio Executive

Portfolio Executive

INTEGRO PARTNERS LTD

Posted 17 hours ago, valid for a month

Manchester, Greater Manchester M17 1DJ, England

£45,000 - £54,000 per annum

Full Time

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Sonic Summary

A reputable and fast-growing Invoice Finance lender in the UK is seeking a Client Executive for their Manchester division.
The role involves managing a portfolio of Invoice Finance clients and performing verifications on accounts.
Candidates should have previous experience in Invoice Finance and strong communication skills.
The position offers an opportunity for career progression with internal promotion opportunities available.
The salary for this role is competitive, and candidates should have at least 2 years of relevant experience.

One of the most reputable and fastest-growing Invoice Finance lenders in the UK market is looking for a Client Executive to join their Manchester division. This is an exciting opportunity for you to progress your career in Invoice Finance and join a growing independent funder. Key Requirement

Managing a portfolio of Invoice Finance clients.
Have a thorough understanding of the businesses within the portfolio.
Perform verifications on all choccs and confidential accounts in line with the individual client schedule.
Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments).
Complete monthly reconciliations to meet the target date.
Review year-to-date stats on a monthly basis and highlight any issues to the Relationship Managers
Deal with client/customer queries.
Applying for bad debt protection and monitoring external facilities.

Key Requirements:

Previous experience within Invoice Finance.
A people person- able to be client-facing and communicate well at all levels.
Adaptable- this is a very varied role and can require a lot of adaptability.
Able to manage your time effectively.
Ambitious and looking to grow, there are lots of internal promotion opportunities within the company.

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