Our client, a successful and well established International Bank, requires an experienced Client Executive to join their team in the South East.
Key Responsibilities:
Credit:
* Preparing files for underwriting, including:
* Reviewing file for any gaps & giving valued opinion to underwriter on key issues.
* Liaising between Relationship Director and Underwriter to ensure minute updated with any required changes.
* Raising formal offer.
* Ownership of new client payouts including:
* Identification & communication of outstanding pre-conditions including overseeing sign off of the same.
* Assisting RM with set up of new clients.
Risk:
* Reporting – working with Senior Operations Manager in compiling the monthly Operational/Risk Report.
* Reporting – Liaising with the Relationship Management team regarding financial analysis on top 10 clients, including:
* Reviewing figures & providing your own analysis/findings to Senior Operations Manager.
* Transferring figures & analysis to monthly Operational/Risk Report.
* Portfolio – working on interrogating the portfolio from a risk perspective.
* Portfolio – analysis of monthly portfolio figures at the start of each month to review & identify risk amongst the portfolio.
* Portfolio – Implementing and managing process of MI Chasing across live portfolio in tandem with RM team.
* Working closely with & providing general support to the Operations team.
This job role represents a good opportunity to progress within the operations team, with the opportunity to undertake industry related courses whilst also gaining experience through attending prospect & client visits with the Relationship Management team. The role will also provide a vital link between the sales & operations teams to facilitate an efficient and smooth new business process.
Key Requirements:
* Must have experience in the Invoice Finance and Asset Based Lending industry
* Has good analytical skills
* Knowledge/ability to use Microsoft Office products
* Being a team player who acts with integrity at all times and treats our customers fairly
* Knowledge of HPD systems (Aquarius and Gemini)
* Has completed UK Finance Foundation & Certificate Course
The successful candidate will be rewarded with a market leading salary + bonus + excellent benefits package.
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