Client Executive – Invoice Finance
Birmingham
Our client, a well-known provider of Commercial Finance is looking to employ a passionate, driven and organised candidate in a Client Executive position.
You will be responsible for supporting a Relationship Manager in the management and monitoring of a portfolio of clients with Invoice 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.
Main Duties/Responsibilities:
- 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.
- Applying for credit protection and monitoring external facilities.
Skills
- The successful candidate will be a team player, adaptable, organised, a quick learner and be able to operate under pressure.
- Basic understanding of word/excel
- Basic understanding of Dancerace/E3
- A background in banking/commercial finance is essential.
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 jobs@m2recruit.co.uk.
M2 Professional Recruitment Services
Tel: 01625 522 774
Fax: 01625 523 377
jobs@m2recruit.co.uk
www.m2recruit.co.uk