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 on-site client visits and take-on
- 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 of any 'bespoke' operations within your portfolio
- Authorise schedules and payments in line with authorities
- Support Operations team with peaks in workflow across all aspects of the 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 are adhered to in all aspects of the role
Knowledge/Experience
- Proven track record of 'front line' client-facing experience
- In-depth knowledge of the risk managements principles of Factoring and Invoice Discounting
- Credit control or reconciliations background would be considered
- Able to work to deadlines
- Strong verbal and written communicator
- Ability to analyse information accurately