Portfolio Executive

Company:  CV-Library
Location: Manchester
Closing Date: 24/10/2024
Salary: £25,000 - £31,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
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
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