Securities & Onboarding Specialist — Invoice Finance

Skipton Building Society; Bracknell; Hybrid; GBP 32,000 - 38,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave

Pension matching 10%

Private medical insurance

Volunteering days

Cycle-to-work

Job summary

Skipton Business Finance is seeking a Securities and Onboarding Specialist to deliver security documentation for Invoice Finance and Asset Based Lending transactions, ensuring terms, structures and regulatory requirements are met. You will guide onboarding with clients and partners while safeguarding the business.

The role focuses on robust risk governance, KYC/AML checks, and collaboration with sales, credit and legal teams to complete transactions efficiently.

Qualifications

• Experience in financial services documentation, securities or onboarding environments.
• Strong knowledge of lending documentation and deal execution.
• Ability to translate credit sanctions into robust documentation.

Responsibilities

• Prepare, review and manage security and facility documentation for Invoice Finance and Asset Based Lending.
• Ensure documentation reflects approved credit terms, facility structures and regulatory requirements.
• Validate KYC, AML and due diligence before facilities go live.
• Identify and escalate risks with robust audit trails and policy compliance.
• Collaborate with sales, credit, legal advisers, and clients to complete deals efficiently.
• Support a smooth onboarding experience with strong governance.

Skills

Securities documentation

Onboarding processes

KYC & AML

Regulatory compliance

Stakeholder management

Credit terms interpretation

Job description

Skipton Business Finance is seeking a Securities and Onboarding Specialist to deliver security documentation for Invoice Finance and Asset Based Lending transactions, ensuring terms, structures and regulatory requirements are met. You will guide onboarding with clients and partners while safeguarding the business.

The role focuses on robust risk governance, KYC/AML checks, and collaboration with sales, credit and legal teams to complete transactions efficiently.