Portfolio Executive
Posted 2 hours ago by Integro Partners
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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
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.
- 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.
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
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- Telephone:
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- Job Reference:
- 1555016
- Job ID:
- 222432984
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