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Client Administrator

Credit Control
North West

 Main responsibilities of role
  • Ownership of debt verifications and ensuring they are completed in line with credit expectation for new business and the live client book
  • Manage effectively and in accordance with policy and practice; the administration of ledgers, credit control, collection activities and allocation processing with ownership of the following:
      • Responsible for the active and accurate credit control and cash allocations of any factoring facilities within the portfolio.
      • Responsible for building and maintaining a strong relationship with the client for a portfolio of factoring clients.
  • Provide assistance to the Collections Manager as and when required.
  • Maintain thorough records and provide necessary feedback and reporting to clients, their customers and internally to managers/colleagues.
  • Maintain delivery of a high-quality service to clients.
  • All activity is undertaken within the scope of overseeing the maintenance of the collateral being funded.
  • Understand the wider Bank’s products and services, and proactively identify and action sales opportunities in order to best meet customer needs.
  • Adherence with the Bank’s AML policies and procedures, with vigilance at all times of the conduct of customers and debtors.
 
 
Additional responsibilities for all employees
  • Actively promote and practise the Bank’s Guiding Principles
  • Understand and adhere to the Bank’s policies and procedures with particular reference to:
        • Conduct Rules and Professional Standards Policy
        • Information Security and Data Protection Act 2018 (GDPR)
        • Fair Treatment of Customers
        • Risk management and reporting of risk management incidents
        • Regulatory compliance and prevention of financial crime
        • Disaster recovery and business continuity
  • Proactively contribute to the Performance Planning and Review process
  • Support Bank wide Forums as required or identified
Cooperate with and help colleagues across our business, performing other reasonable tasks as may be required from time to time