Relationship Executive
Posted 22/08/2024 by Integro Partners
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An excellent opportunity to join a growing Independent Commercial Finance Lender as a Relationship Executive has arisen. You will be an ambassador for the company in delivering exceptional customer service and business performance whilst maintaining sound risk management for a portfolio of clients. You will be working with higher risk clients and developing relationships with them whilst ensuring the company's risk and compliance policies are adhered to.
What will you be doing?
What will you be doing?
- Liaising with clients to ensure that an excellent relationship is established and maintained with clients.
- Highlight any risk or service issues to the relationship management team.
- To ensure client information and working documents are kept up to date to cover/support fellow Relationship Executives during absences.
- Effective ledger management, to include client assignments, funding limits, disapprovals, and concentrations in line with Credit Policy Signing Authorities.
- Supporting the Relationship Management Team by identifying and preparing funding or payment proposals to the Relationship Management Team in line with credit policy signing authorities.
- Conducting customer verification and credit control in line with company procedures and as directed by client management.
- Liaising with clients to ensure documentation is received, reviewed, and actioned within a timely manner.
- Managing and maintaining accurate records of client administration activity for future review or follow up.
- Assisting and supporting the Management Team and New Business with the introduction of new clients.
- Previous experience within Invoice Finance eg. an existing Relationship Executive or Invoice Finance Credit Controller looking for the next step.
- Ability to be adaptable and manage a busy workload.
- Excellent time management.
- Ambitious and looking to progress.
- Focused on always putting your clients first.
- 24 days holiday, increasing to 26 after 2 years service.
- Life insurance & Income protection.
- Private medical insurance.
- Healthcare.
- Holiday exchange scheme.
- Company pension.
- Cycle to work scheme.
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
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- Telephone:
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- Job Reference:
- 1543356
- Job ID:
- 222211358
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