Operations Executive – Invoice Finance

Our client, a successful and well-established International Bank, requires an experienced Client Executive to join their team in the South East.

Key responsibilities:

Credit:

• Preparing files for underwriting, including reviewing file for any gaps and giving valued opinion to underwriter on key issues.
• Liaising between Relationship Director and Underwriter to ensure minute updated with any required changes.
• Raising formal offer.
• Ownership of new client payouts, including identification and communication of outstanding pre-conditions and overseeing sign off of the same.
• Assisting RM with set up of new clients.

Risk:

• Reporting – working with Senior Operations Manager in compiling the monthly Operational/Risk Report.
• Reporting – Liaising with the Relationship Management team regarding financial analysis on top 10 clients, including reviewing figures and providing analysis/findings to Seni...