Account Executive – Banbury
RM Support
East Anglia, East Midlands
Working within the Operations Department providing support to Client Executives and Client
Managers for proactive management of the portfolio of clients.
To deliver exceptional client service and effectively manage risk to prevent loss of income and reputation to our business.
To ensure you take responsibility of you own training/personal development plan.
Responsibilities
Client Manager Support
- Allocate customer payments to debtor contracts in line with payment certificates/remittances.
- As required assist with reviewing customer applications, payment certificates/remittance and back up paperwork in line with the Operation Process.
- Support first class client relationships, by working on a “right first time” basis.
- Ensure any client contact (written or verbal) is communicated in a professional manner and in line with business expectation.
- To support the team in ensuring that no client terminates on the grounds of poor service.
Risk Management
- Request, file and log receipt of monthly client information as per their operating conditions.
- Maintain the client information log and ensure clients are placed on payment stop where required.
- Highlight any client deterioration or risk breaches to Client Manager at the earliest opportunity.
- Support ongoing verification and credit control in line with Operational Process.
- To maintain an effective office diary & filing system.
Sales Ledger Management
- To ensure that cash queries that require client input, are resolved promptly.
- Work alongside Client Executives to resolve any sales ledger queries and ensure any disputes are resolved
- To work closely with the Client to resolve sales ledger/contract queries and ensure that clients resolve disputes quickly.
Data Processing
- Support client executives with the processing of application / invoice schedule, ensuring that these are processed within the required timelines.
- To ensure that applications/invoices comply with requirements prior to funding, including compliance with proof of debt and verification procedures where necessary.
Credit
Debtors
- Assist with creating new debtor accounts.
- Assist with completing debtor KYC for all customers
Credit Insurance
- To maintain our Credit Insurance policy and ensure all requirements are met in a timely manner
- If our client has their own credit insurance policy, ensure that they are complying with terms and conditions of the policy and operating conditions in the Invoice Finance Agreement.
Recoveries
- To assist the Client Managers and ensure that all actions and assistance required for the collect out and recovery of a terminated client’s current account including fees are actioned.
Litigation
To assist with litigation actions against debtors.