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Client Executive

Job Posted: a month ago

Salary: £ 35,000 - 38,000 / Annum
Job Type: Permanent
Location: RH16, Haywards Heath, West Sussex

Expire in: 20 hours

Job Description

General Responsibilities:

Assist and support the Portfolio Managers

  * Incorporates all aspects of managing the relationship between all parties and the business

  * Act as the day-to-day internal contact for the operation of Channel Finance agreements.

  * Ensure all daily client functions are completed, to include cash, payments, reconciliation and collateral updates.

  * Maintenance of records, automation spreadsheets and other banking systems / standing data

  * Support PMs to ensure compliance with all required reporting.

Manage Channel Finance Client information in accordance with pre-agreed terms and conditions

  * Daily checking of data, processing and payments of data received

  * EOM reconciliation of figures and data within company systems.

  * Setting up of new Resellers on the system.

  * Identifying and working towards improvements of all systems and processes.

  * Addressing and problem solving any queries that arise.

Assisting the CE team when applicable with the following tasks:

  * Chasing and updating monthly (or such other required frequency) collateral (AR, stock, fixed asset valuation) figures.

  * Ensuring all monthly AR / stock reconciliations are processed within the month or timely manner and any issues escalated to PMs and Manager Operations

  * Reconciling and processing any requests from specialty deals

  * Processing of borrowing base certificates in respect of company participations.

  * Ensure timely receipt of statutory audited accounts, monthly management information and client forecasts in accordance with the frequency required by Client documentation.

  * Collating and preparation of information for audit purposes, liaising with audit function when required

  * Implement any audit recommendations following discussion with PMs

  * Conduct soundings process for specific Clients, escalating issues when required

Assist in the New Client process

  * Responsibility for completion of necessary set-up process for new resellers or other clients within company systems

  * Prepare/update new or existing spreadsheets for calculations.

  * Liaising directly with sales support and other areas as required

Skills and Competencies Required:

  *  Knowledge of Channel Finance products would be advantageous.

  * Keen approach and ability to learn all IT systems including Lendscape.

  * Problem solving and bringing forward new ideas.

  * Ability to read financial data and accurately transfer figures to specialist documents.

  * Maintaining and adapting specialised spreadsheets and process guides as the business requires

  * A good customer focused approach, with the ability to work as part of a busy team

  * Good understanding of Asset Based Lending products and associated risk areas

  * Ability to plan and prioritise to achieve deadlines as required

Before You Apply

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Bank details.
National Insurance number.
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