Job Description
To provide administrative support by processing payouts and managing in‑life tasks of Block Discounting and Wholesale clients in line with department policies and procedures.
Key Responsibilities
- Support new facility proposals submitted by Sales by completing various searches for review by Credit.
- Maintain accurate client information in the CRM system.
- Verify that drawn‑down requests on pre‑approved credit facilities are within term before preparing documentation for payout, loading the payout into the system, and forwarding to Customer Support for 4‑eye checks and payment.
- Handle all in‑life management tasks for Block Discounting and Wholesale clients, including checking and emailing monthly interest invoices, emailing monthly balances, monitoring and chasing for payments, allocating received payments, and quoting and completing settlements/terminations.
- Tackle queries and ensure any issues that may delay payout are...
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