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- Tasks: Join our team as an Operations Executive, handling client payouts and risk reporting.
- Company: Be part of a well-established International Bank with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and excellent benefits, plus opportunities for growth.
- Why this job: Gain valuable experience in finance while connecting sales and operations for smooth processes.
- Qualifications: Experience in Invoice Finance, analytical skills, and knowledge of Microsoft Office required.
- Other info: Opportunity to attend industry courses and client visits for professional development.
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.
- Risk: Reporting – working with Senior Operations Manager in compiling the monthly Operational/Risk Report. 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 – working on interrogating the portfolio from a risk perspective. 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 key responsibilities of the Operations Executive role, especially in credit and risk management. Understanding these areas will help you engage in meaningful conversations during interviews and demonstrate your knowledge of the industry.
✨Tip Number 2
Network with professionals in the Invoice Finance and Asset Based Lending industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Brush up on your analytical skills and become proficient in Microsoft Office products, as these are crucial for the role. Consider taking online courses or tutorials to enhance your abilities, which will make you a more attractive candidate.
✨Tip Number 4
If you haven't already, look into completing the UK Finance Foundation & Certificate Course. This qualification is mentioned as a requirement and having it will not only boost your CV but also show your commitment to the field.
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. Emphasise your analytical skills and any specific software knowledge, such as HPD systems like Aquarius and Gemini.
Craft a Strong Cover Letter: In your cover letter, address how your background aligns with the key responsibilities of the role. Mention your experience in preparing files for underwriting and your ability to liaise effectively between teams.
Showcase Your Analytical Skills: Provide examples in your application that demonstrate your analytical skills. Discuss any previous experience with financial analysis or reporting, particularly in relation to risk management.
Highlight Teamwork and Integrity: Since being a team player is crucial for this role, include examples of how you've worked collaboratively in past positions. Also, mention your commitment to treating customers fairly and acting with integrity.
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 specific examples where you've successfully analysed data or reports. Highlight your experience with financial analysis and how it has contributed to decision-making in previous roles.
✨Familiarise Yourself with Relevant Systems
Knowledge of HPD systems like Aquarius and Gemini is crucial for this position. If you have experience with these systems, make sure to mention it. If not, do some research on them so you can speak confidently about how you would adapt to using them.
✨Demonstrate Team Collaboration
This role involves working closely with various teams, including Relationship Management and Operations. Prepare examples that illustrate your ability to work effectively in a team environment, showcasing your communication skills and integrity.
✨Prepare for Risk Assessment Questions
Given the focus on risk reporting and portfolio analysis, expect questions related to risk management. Be ready to discuss how you've identified and mitigated risks in past roles, and how you would approach similar challenges in this position.
