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About the role
Key responsibilities & impact- Responsible for coordinating and overseeing the onboarding of new clients and introducers
- Working with the RM & BDM team to oversee and manage the onboarding of new clients
- Contribute to the development of the GF procedures and policies
- Assist with the diarising facility milestones
- Assist with the preparation of client drawdown requests
- Assist in the production of monthly portfolio reports
- Responsible for ensuring that any new or increased GF client or debtor risks are escalated
- Ongoing engagement with other relevant functional areas of the bank
Requirements
What you’ll need- Experience reviewing legal documentation related to business finance, with a good understanding of relevant terminology.
- Strong organisational and time management skills, with the ability to coordinate and manage multiple deals simultaneously.
- You’re a natural team player with an ability to develop strong working relationships.
- You will have excellent interpersonal and communication skills together.
- Experience of working competently with the Microsoft Excel, PowerPoint and Word.
- You will be able to work in a fast-paced environment whilst not compromising attention to detail or accuracy.
- Able to interpret financial information including balance sheet and cash forecasting.
- You understand the operational aspects of business finance, including receivables and Asset Based Lending.
- A basic familiarity with the legal processes and logistical requirements involved in corporate transactions and acquisitions.
Benefits
Comp & perks- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Legal Documentation ReviewFinancial Information InterpretationClient Onboarding CoordinationAsset Based LendingCash Forecasting
Soft Skills
Interpersonal SkillsCommunication SkillsTeam PlayerOrganizational SkillsTime Management