Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business - with full training to be given.
Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.
Robust administration of client letters and files throughout a project.
General office admin support.
Liaise with clients, introducers, lenders and our business development team.
Supporting the Finance and Credit Control department, as required.
The Responsibilities
Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities.
Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
Review client bank statement entries and request further information from clients if required.
Review cash collections and dilutions trends within your portfolio.
Review all facility documents to ensure a full understanding of the client's risk profile.
Ensure all clients' needs are being met and there are good communications via email, face to face and telephone.
Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process.
Support for the Operations and Brokerage team during times of peak activity.
Conduct 'know your customer' checks on potential borrowers.
Raise any areas of concern in a timely manner to allow remedial action to be taken.
Input accurate and up to date information onto the Customer Relationship Management system.
Ensure the security documents related to each loan drawdown are signed and filed post completion.
Compose all post sale paperwork and send post completion welcome e-mails.
Undertake ad hoc project work and initiatives as directed.
Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client's business.
Review audit report and follow up if required.
Provide client training on our operating system to assist with reconciliations and Adhere to all Company policies and procedures.
Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training.
The Requirements
Experience - Proven experience of maintaining relationships in any finance environment desirable but not essential.
Skills - Customer service skills and ability to work alone whilst being a team player.
Microsoft Office, particularly Excel. Numerate and literate. A good understanding of reading
financial accounts. Problem solver and awareness of risk.
Qualifications - Educated to at least A Level standard and pass aptitude test.
