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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 analsyse information accurately