Job Description
The Client Manager role is to act as the main contact for Invoice Finance (IF) and Asset Based Lending (ABL) clients and to ensure a robust risk management of the portfolio. This a great opportunity to support the existing team on the continued growth of the IF and ABL portfolio.
This role is home based, however there will be a requirement to attend the Chester office a minimum of one day a week. There will also be a requirement for the individual to attend client visits.
* Managing the relationship and risk management of a growing portfolio of IF clients. Delivering excellent customer service whilst ensuring the collateral base of each client is maintained up to date.
* Overseeing and possible Line Manager responsibility for the IF Client Executive.
* Risk management of IF/ABL portfolio, including timely completion of monthly reconciliation of the client’s Accounts Receivable ledger to the HPD system ledger, updating monthly reserves and proactive use of Risk Factor.
* Liaising with and point of contact for the ‘Lease & Loans’ team where they have provided additional loan facilities.
* Undertake visits to IF clients, prepare subsequent visit notes and action relevant points from the meeting.
* General portfolio administration – including updating Salesforce records, ensuring client’s accounts are received on time, completing covenant testing, scheduling audits and verifications etc.
* Undertake client reviews on regular basis, including analysis of client’s collateral base and financial performance.
* Participation in projects as and when they arise
Core Skills and Knowledge
* Relationship Management: Ability to develop and maintain strong relationships and communicate with key stakeholders internally and externally in person, via telephone, email and virtual meetings.
* Risk/Credit Management: Robust understanding of Invoice Finance and the key areas to focus on.
* Self-Starter: Capable of working independently as well as part of a team.
* Product Knowledge: Sound awareness of general principles of Invoice Finance lending. Training of the ABL product suite and procedures will be provided. Prior experience in Invoice Discounting would be an advantage.
* Technical Knowledge: excellent excel skills and ability to use the IF operating platform, HPD.
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