Client Manager

Mentor and support the team credit controller

Leading by example/ensuring we deliver an excellent operational service to e-Capitals Clients within the allocated portfolios. Ensuring regular conversations and meetings to target clients take place who have either a service need or risk issue requiring action. Ensure organisation and timely completion of the following day to day task:

• Processing client payment requests, processing invoices/credit notes, monitoring verifications and ensuring these are maintained at the required level.
• Generating paperwork for debtor High Involvements, debtor credit limits and Over payments in line with compliance as per the agreed authority matrix.
• Checking assignment back-up is in line with agreed Operational conditions, ensuring all paperwork ensures debt is valid and collectable.
• Monitor and liaise with the client over non receipt of facility covenants, management of applicable Credit Protection limits.
• Ensure new clients have been set up within the operational platform accurately and liaise with the on-boarding process to ensure a smooth transition from Prospect to Live client status.

Liaise with Sales Support and BDM regarding completion of take on formalities / checklists including the following tasks;

• C3 and
  
  E...