Relationship Manager – Invoice Discounting – Yorkshire – Northeast – CBCRS

Business Money Promotions Ltd; Sheffield; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services company is seeking a Relationship Manager to oversee a portfolio of invoice discounting clients. This role offers an exciting career path with responsibilities that include client management, negotiations, and ensuring compliance with financial covenants. Candidates should possess a strong technical background and a commitment to client service excellence.

Qualifications

• Good technical background in finance and administration.
• Experience in managing client portfolios and financial covenants.

Responsibilities

• Manage portfolio of invoice discounting clients ensuring high-quality service.
• Negotiate changes in terms and conditions with clients.
• Monitor clients' compliance with legal documentation and financial covenants.

Skills

Client Management

Negotiation

Financial Analysis

Job description

Relationship Manager – Invoice Discounting – Yorkshire – Northeast – CBCRS

An exciting opportunity has arisen within a well-established team for someone to manage a portfolio of invoice discounting clients.

The successful candidate will have a good technical background, as you will manage a portfolio of key clients, ensuring the provision of high-quality service and associated financing at an appropriate fee structure while maintaining the security of the finance made available.

You will be responsible for:

1. Undertaking visits to existing clients when needed, in accordance with company guidelines and as relationship or security issues demand.
2. Negotiating changes in terms and conditions with clients and their advisors, in accordance with company guidelines, and as relationship or security issues demand.
3. Monitoring clients with respect to legal documentation and financial covenants, ensuring compliance with Credits Committee requirements and administration of the facility thereafter.
4. Recommending and implementing solutions to any financial or administrative problems regarding clients.
5. Making prepayments to clients in accordance with approvals and procedures.
6. Ensuring clients receive an appropriate level of service to maximize client retention.
7. Attending and participating in training, both internal and external, as required.
8. Performing any other duties as allocated by the Directors from time to time.
9. Monitoring client security, maintaining and analyzing financial statements.

This is a fantastic opportunity for someone looking for a career with prospects.

In the first instance, please send your CV in confidence to Mark Lyons at [e-mail] or call 07790808904.