Client Executive (Invoice Finance)
Manchester- Hybrid
Purpose of the role:
To provide support to the Client Manager/Senior Client Manager and Commercial Director, in delivering innovative funding solutions and outstanding customer service to clients operating on factoring, CID and Ideal facilities up to £3m in funds out.
Key Responsibilities:
Main tasks:
1. To provide the first point of contact for clients on any operational queries and client requests on a day-to-day basis.
2. Responsible for processing system updates about clients and or debtors as required, ensuring such updates have been appropriately authorised.
3. Clear all soundings on time.
4. Handling client payment requests and processing within authority levels, assisting with overpayment requests in the CM/SCM's absence.
5. Client terminations Calculating fees, issuing termination reports and statutory letters to clients and personal/corporate guarantors/warrantors and closing any terminated accounts.
6. Coordinating outgoing Inter factor transfers.
7. Review the IDEAL dashboard and correspond with clien...