About

An expanding independent provider of Invoice Finance solutions seeks a Client Executive to join their operations team based in their Midlands head office.The role will involve supporting an existing team of Relationship Managers. Main responsibilities:Ensure good relations and communications with all clients as well as members of the team, to include developing a strong relationship/knowledge with your portfolio of clients, understanding their business sector and debtor type. Efficient and effective Sales Ledger management, prioritising high risk debtors/clients. Process client payments accurately and in line with procedures and deadlines set. Accurately and promptly allocate customer receipts, with ongoing monitoring of on account cash levels. Contacting debtors to provide information regarding outstanding balances, obtaining appropriate verification of balances, chasing for payment dates, ensuring correct bank details, appropriate and timely follow up and diary notes. Sending and management of debtor statements and new customer letters. Aiding the Relationship Manager by providing full and detailed outline of collectable/non-collectable debts, through thorough paperwork review and analysis of ageing/aged debt. Effective chasing and completion of Client Month End Reconciliations, reviewing all associated documentation (Bank statements, Creditors, Debtors).Escalating matters of risk concern and/or positive opportunities to the appropriate Relationship Manager.Monitoring credit limits and high involvement in line with the agreed funding parameters and satisfactory credit reference reports.Understanding key issues with regards to factorability and client cash requirements. Collecting financial information/operating conditions from clients, including HMRC liability confirmation, management information, bank statements, aged cr