Portfolio Executive

4 weeks ago


Stretford, United Kingdom INTEGRO PARTNERS LTD Full time
One of the most reputable and fastest-growing Invoice Finance lenders in the UK market is looking for a Client Executive to join their Manchester division. This is an exciting opportunity for you to progress your career in Invoice Finance and join a growing independent funder. Key Requirement
  • Managing a portfolio of Invoice Finance clients.
  • Have a thorough understanding of the businesses within the portfolio.
  • Perform verifications on all choccs and confidential accounts in line with the individual client schedule.
  • Review client bank statements when received – highlighting any issues or concerns for the RM (HMRC and Direct Payments).
  • Complete monthly reconciliations to meet the target date. 
  • Review year-to-date stats on a monthly basis and highlight any issues to the Relationship Managers
  • Deal with client/customer queries.
  • Applying for bad debt protection and monitoring external facilities.
Key Requirements:
  • Previous experience within Invoice Finance.
  • A people person- able to be client-facing and communicate well at all levels. 
  • Adaptable- this is a very varied role and can require a lot of adaptability.
  • Able to manage your time effectively. 
  • Ambitious and looking to grow, there are lots of internal promotion opportunities within the company.

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