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