Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in an Assistant Relationship Manager position.
The role will involve supporting a Relationship Manager in the management and monitoring of a portfolio of clients with finance facilities; monitoring the day to day running of the portfolio, managing the ledgers, providing excellent customer service and ensuring all documentation is in place.
Have thorough understanding of the businesses within the portfolio.
Actively manage daily workloads as noted
Client payment requests
Upload of invoices/credits
Raising paperwork when required for High Involvements, Credit Limits and Overpayments.
Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments)
Deal with client/customer queries.
Communicate regularly with clients regarding any issues which may arise
Communicate regularly with RM and MD with regards any client issues
Review & notify RM of any changes as per Experian monitoring for both clients and debtors
Applying for credit protection and monitoring external facilities
Basic understanding of word/excel
Basic understanding of Dancerace/E3
Good communication skills
Ability to adapt to varying workloads
Good time management skills
ABFA Foundation and Certificate course
In return, the successful candidate will be rewarded with a competitive basic salary plus bonus and an excellent benefits package.
For more information about this role or any of our vacancies call 01625 522 774 or email firstname.lastname@example.org.