Portfolio Executive

Manchester, Greater Manchester
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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

Job Info
CV-Library logo
Job Title:
Portfolio Executive
Company:
CV-Library
Location:
Manchester, Greater Manchester
Salary:
£25000 - £31000 Per annum
Posted:
Oct 4th 2024
Closes:
Nov 4th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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