- Set up client database
- Undertaking accurate KYC/AML checks on Equifax and Worldcheck for new and existing clients.
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- Assist Relationship Managers with verification of new Factoring and ID clients.
- Accurate set up of new clients on Dancerace and E3
- Assist Relationship Managers with loading of customers and ledgers for new Factoring clients
- Produce and send out welcome letter for all new clients
- Splitting of legal files within 7 days of client commencement
- Undertake credit control on all Factoring deals, ensuring any potential risks are reported.
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- Undertake daily banking and allocating of cheques
- Process invoice/credit note schedules on daily basis
- Actively consider good customer outcomes in your decisions and do the right thing for the customer.
- Ensure post is correctly processed and dispatched every day
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Account Executive - United Kingdom - Business Money Promotions Ltd
Description
Account Executive – Invoice Finance – Manchester – M2 Recruitment
Home » News » Account Executive – Invoice Finance – Manchester – M2 Recruitment
Account Executive – Invoice Finance – Manchester – M2 Recruitment
Our client, one of the UK's largest providers of commercial finance is looking to employ an enthusiastic, charismatic professional to join their growing team. Based from their offices in central Manchester your responsibilities will include assisting the Relationship Managers in the day to day management of a diverse portfolio of business customers and their borrowing facilities which will include factoring, invoice discounting and asset based lending.
The role will include assisting in developing relationships with business clients and the day to day analysis and management of facilities and associated risk.
Key Requirements:
Key Responsibilities:
Regularly monitor the collections inbox and ensure all queries are dealt with in 24 hours
Undertake soundings via the Dancerace verification report and specific requests from RM's. Information to be requested, and reviewed and reviewed in a timely manner. Any potential risk/problems receiving information to be exculpated to the RM.
This is an excellent opportunity for a robust, driven individual to enhance their knowledge and working skills within the invoice finance sector, although industry experience is not strictly necessary, a background in finance is preferred.
Salary/Benefits:
The successful candidate will be rewarded with a highly competitive basic salary and excellent benefits.
For more information about this role or any of our vacancies call or email
M2 Professional Recruitment Services
Tel:
Fax:
Receivables 2020 The 24th annual Business Money report on the UK invoice fina...
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Business Money Promotions Ltd, Unit 14, Bowdens Business Centre, Hambridge, Somerset, TA10 0BP, United Kingdom
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