Operations Executive – Invoice Finance

Business Money Promotions Ltd; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established financial services firm is seeking an experienced Client Executive to join their team in London. This role involves preparing files for underwriting, analyzing financial data, and supporting the operations team. Ideal candidates will have experience in Invoice Finance and strong analytical skills. You'll benefit from a market-leading salary, bonus, and excellent benefits package.

Benefits

Market-leading salary

Bonus

Excellent benefits package

Qualifications

• Experience in the Invoice Finance and Asset Based Lending industry.
• Ability to use Microsoft Office products.
• Act with integrity and treat customers fairly.

Responsibilities

• Prepare files for underwriting and review for gaps.
• Liaise between Relationship Director and Underwriter.
• Compile monthly Operational/Risk Report.

Skills

Analytical skills

Team player

Microsoft Office

Knowledge of HPD systems

Education

UK Finance Foundation & Certificate Course

Job description

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 Senior Operations Manager.
• Transferring figures and analysis to monthly Operational/Risk Report.
• Portfolio – working on interrogating the portfolio from a risk perspective.
• Portfolio – analysis of monthly portfolio figures at the start of each month to review and identify risk amongst the portfolio.
• Portfolio – Implementing and managing process of MI Chasing across live portfolio in tandem with RM team.
• Working closely with and providing general support to the Operations team.

This job role represents a good opportunity to progress within the operations team, with the opportunity to undertake industry-related courses whilst also gaining experience through attending prospect and client visits with the Relationship Management team.

Key Requirements

Must have experience in the Invoice Finance and Asset Based Lending industry.

• Has good analytical skills.
• Knowledge/ability to use Microsoft Office products.
• Being a team player who acts with integrity at all times and treats our customers fairly.
• Knowledge of HPD systems (Aquarius and Gemini).
• Has completed UK Finance Foundation & Certificate Course.

The successful candidate will be rewarded with a market-leading salary + bonus + excellent benefits package.

We are an equal opportunities employer and welcome applications from all qualified candidates.