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Relationship Manager – Invoice Discounting – Yorkshire – Northeast – CBCRS

Business Money Promotions Ltd

South Yorkshire

On-site

GBP 60,000 - 80,000

Full time

30+ days ago

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Job summary

A financial services company in South Yorkshire seeks a Relationship Manager to manage invoice discounting clients. The successful candidate will negotiate terms, ensure compliance with financial documentation, and resolve administrative issues. Ideal for someone with a solid technical background in finance. The role offers career prospects within a well-established team.

Qualifications

  • Good technical background in finance.
  • Experience in managing client portfolios.

Responsibilities

  • Manage a portfolio of invoice discounting clients.
  • Negotiate changes in terms and conditions with clients.
  • Ensure compliance with Credits Committee requirements.
  • Recommend and implement solutions for clients' issues.

Skills

Client relationship management
Negotiation skills
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 have a portfolio of key clients ensuring the provision of a high quality service and associated financing at an appropriate fee structure whilst maintaining the security of finance made available.

You will be responsible for:

  • Undertaking visits to existing clients when needed in accordance with company guidelines and as relationship or security issues demand.
  • Negotiate changes in terms and conditions with clients and their advisors in accordance with company guidelines, and as relationship or security issues demand.
  • Monitor clients with respect to legal documentation and financial covenants, ensuring compliance with Credits Committee requirements and administration of the facility thereafter.
  • Recommend and implement solutions to any financial or administrative problems regarding clients.
  • Make prepayments to clients in accordance with approvals/procedures.
  • Ensure client receives appropriate level of service maximising client life.
  • Attend and participate in training, internal and external, as agreed or required
  • Any other duties, which may be allocated by the Directors from time to time.
  • Monitor client security, maintaining and analysing financial statements,
  • Recommend and implement solutions to any financial or administrative problems regarding clients.

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

To apply, please send your CV in confidence to Mark Lyons at mlyons@cbcrs.co.uk or call 07790808904.

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