Address
Form of workThe Role
The role is within a relatively new team which is growing and there
will be opportunities for the candidate to be involved in its growth.
The Responsibilities
Additional Client Manager to act as the main contact for IF and
ABL clients.
- There will be a wide variety of tasks, including: -
- Managing the relationship and risk management of a growing portfolio of IF clients. Delivering excellent customer service whilst ensuring the collateral base of each client is maintained up to date.
- Overseeing and possible Line Manager responsibility for the IF Client Executives.
- Risk management of IF /ABL portfolio, including timely completion of monthly reconciliation of the client’s.
- Accounts Receivable ledger to the HPD system ledger, updating monthly reserves and proactive use of Risk Factor.
- Undertake visits to clients, prepare subsequent visit notes and action relevant points from the meeting.
- General portfolio administration - including updating
- Salesforce records, ensuring client’s accounts are received on time, completing covenant testing, scheduling audits
and verifications etc.
- Undertake client reviews on regular basis, including analysis of client’s collateral base and financial performance.
- Participation in projects as and when they arise.
The Requirements
- Prior experience in Invoice Discounting would be an advantage.
