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- Tasks: Join our team as an Operations Executive, handling client files and risk reporting.
- Company: Be part of a well-established International Bank with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional development.
- Why this job: Gain valuable experience while connecting sales and operations in a dynamic environment.
- Qualifications: Experience in Invoice Finance, strong analytical skills, and proficiency in Microsoft Office required.
- Other info: Opportunity to progress within the operations team and attend client visits.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a successful and well established International Bank, requires an experienced Client Executive to join their team in the South East.
Key Responsibilities:
- Credit: Preparing files for underwriting, including:
- Reviewing file for any gaps & giving valued opinion to underwriter on key issues.
- Liaising between Relationship Director and Underwriter to ensure minute updated with any required changes.
- Raising formal offer.
- Ownership of new client payouts including:
- Identification & communication of outstanding pre-conditions including overseeing sign off of the same.
- Assisting RM with set up of new clients.
- Reporting – Liaising with the Relationship Management team regarding financial analysis on top 10 clients, including:
- Reviewing figures & providing your own analysis/findings to Senior Operations Manager.
- Transferring figures & analysis to monthly Operational/Risk Report.
- Portfolio – analysis of monthly portfolio figures at the start of each month to review & identify risk amongst the portfolio.
- Portfolio – Implementing and managing process of MI Chasing across live portfolio in tandem with RM team.
Working closely with & providing general support to the Operations team. This job role represents a good opportunity to progress within the operations team, with the opportunity to undertake industry related courses whilst also gaining experience through attending prospect & client visits with the Relationship Management team. The role will also provide a vital link between the sales & operations teams to facilitate an efficient and smooth new business process.
Key Requirements:
- Must have experience in the Invoice Finance and Asset Based Lending industry
- Has good analytical skills
- Knowledge/ability to use Microsoft Office products
- Being a team player who acts with integrity at all times and treats our customers fairly
- Knowledge of HPD systems (Aquarius and Gemini)
- Has completed UK Finance Foundation & Certificate Course
The successful candidate will be rewarded with a market leading salary + bonus + excellent benefits package.
Operations Executive – Invoice Finance employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive – Invoice Finance
✨Tip Number 1
Familiarise yourself with the specific requirements of the Invoice Finance and Asset Based Lending industry. Understanding the nuances of this sector will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals already working in operations roles within banks or financial institutions. Attend industry events or webinars to make connections that could provide insights or even referrals for the position.
✨Tip Number 3
Brush up on your analytical skills, especially in relation to financial analysis. Being able to discuss your analytical approach and how it can benefit the team will set you apart from other candidates.
✨Tip Number 4
If you have experience with HPD systems like Aquarius and Gemini, be prepared to discuss this in detail. If not, consider taking a short course or tutorial to get a basic understanding, as this knowledge could be a significant advantage.
We think you need these skills to ace Operations Executive – Invoice Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Invoice Finance and Asset Based Lending. Use specific examples that demonstrate your analytical skills and familiarity with Microsoft Office products.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your previous roles have prepared you for this position and express your enthusiasm for working with the operations team.
Highlight Relevant Qualifications: If you have completed the UK Finance Foundation & Certificate Course, mention it prominently in your application. This shows your commitment to the industry and enhances your credibility.
Showcase Teamwork and Integrity: In your application, provide examples of how you have worked effectively in a team and maintained integrity in your professional dealings. This aligns with the company's values and demonstrates your fit for the role.
How to prepare for a job interview at Business Money Promotions Ltd
✨Showcase Your Analytical Skills
Since the role requires strong analytical abilities, be prepared to discuss your experience with financial analysis. Bring examples of how you've successfully analysed data in previous roles, particularly in the Invoice Finance sector.
✨Familiarise Yourself with Relevant Systems
Make sure you have a good understanding of HPD systems like Aquarius and Gemini. If you have experience using these or similar systems, mention it during the interview to demonstrate your technical proficiency.
✨Emphasise Teamwork and Integrity
This position values teamwork and integrity highly. Be ready to share examples of how you've worked effectively in a team and how you prioritise treating customers fairly in your past roles.
✨Prepare Questions About the Role
Have insightful questions ready about the operations team and how they collaborate with the Relationship Management team. This shows your interest in the role and helps you understand how you can contribute to their success.
