Security & Onboarding Specialist: Invoice Finance Expert

Jobtailor; Bracknell; On-site; GBP 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a specialist to manage security and facility documentation for Invoice Finance and Asset Based Lending transactions. You will ensure legal terms align with approved credit structures and regulatory requirements while performing thorough KYC/AML due diligence and risk assessment.

You will collaborate across sales, credit, legal advisers and operations to deliver accurate, timely documentation and a smooth onboarding experience, while continuously improving templates and

Qualifications

• Specialist expertise in managing security documentation and legal arrangements.
• Knowledge of Invoice Finance and Asset Based Lending transactions.
• Ability to prepare, review and manage security and facility documentation.
• Ability to ensure legal documentation reflects approved credit terms, facility structures and regulatory requirements.
• Experience or knowledge of KYC, AML, financial crime and due diligence requirements.
• Ability to identify, challenge and escape potential risks.
• Knowledge of internal policies and legal standards.
• Ability to work with sales, credit, legal advisers, operational teams and clients.
• Risk management and governance knowledge.
• Ability to enhance documentation processes, templates, controls and operational efficiencies.

Responsibilities

• Prepare, review and manage the execution of security and facility documentation across Invoice Finance and Asset Based Lending transactions
• Ensure all legal documentation accurately reflects approved credit terms, facility structures, security arrangements and regulatory requirements
• Validate KYC, AML, financial crime and due diligence requirements before facilities go live
• Identify, challenge and escape potential risks, maintaining robust audit trails and compliance with internal policies and legal standards
• Work with sales, credit, legal advisers, operational teams and clients to facilitate efficient deal completion
• Drive a smooth and professional client onboarding experience while balancing delivery speed with risk management and governance
• Improve documentation processes, templates, controls and operational efficiencies

Skills

Security Documentation Management

Invoice Finance Knowledge

KYC and AML Compliance

Risk Management

Documentation Process Improvement

Job description

Jobtailor is seeking a specialist to manage security and facility documentation for Invoice Finance and Asset Based Lending transactions. You will ensure legal terms align with approved credit structures and regulatory requirements while performing thorough KYC/AML due diligence and risk assessment.

You will collaborate across sales, credit, legal advisers and operations to deliver accurate, timely documentation and a smooth onboarding experience, while continuously improving templates and