Portfolio Executive

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

Location: Rusholme, GB

Posted Date: 10/5/2024