Business Development Director- Midlands

The Role

Located at Birmingham/Oxford/Bristol

• Administering letters of variation for all facility types including but not limited to loan roll forwards, providing asset refinance and reviews of existing facilities.
• Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.
• Long term retention of clients and mitigation of invoice finance risk.

The Responsibilities

• Proactively maintain all client relationships to ensure that we are their first choice for any future potential facilities.
• Manage the risk of your portfolio by ensuring good communication with all operational and business development staff within the business.
• Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, monthly reconciliations and monthly management information.
• Review client bank statement entries and request further information from clients if required.
• Review cash collections and dilutions trends within your portfolio.
• Review all facility documents to ensure a full understanding of the client’s risk profile.
• Ensure all clients’ needs are being met and there are good communications via email, face to face and telephone.
• Supporting the business with an excellent on boarding experience for the client by always maintaining a high level of customer service while adhering to the on boarding process.
• Support for the Operations and Brokerage team during times of peak activity.
• Conduct 'know your customer’ checks on potential borrowers · Raise any areas of concern in a timely manner to allow remedial action to be taken.
• Input accurate and up to date information onto the Customer Relationship Management system.
• Ensure the security documents related to each loan drawdown are signed and filed post completion.
• Compose all post sale paperwork and send post completion welcome e-mails.
• Undertake ad hoc project work and initiatives as directed.
• Accompany Portfolio Manager to client meetings as required and produce client review documents to update the business on the client’s business.
• Review audit report and follow up if required.
• Provide client training on our operating system to assist with reconciliations and Adhere to all Company policies and procedures.
• Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training

The Requirements

• Experience - Proven experience of maintaining relationships in any finance environment.Track record of successful delivery in a high-pressure role.
• Skills - Customer service skills and ability to work alone whilst being a team player.
• Microsoft Office, particularly Excel. Numerate and literate. A good understanding of reading financial accounts. Problem solver and awareness of risk.
• Qualifications - Educated to at least A Level standard and pass aptitude test.

Full driving licence