Mentor and support the team credit controller Leading by example/ensuring we deliver an excellent operational service to e-Capitals Clients within the allocated portfolios. Ensuring regular conversations and meetings to target clients take place who have either a service need or risk issue requiring action. Ensure organisation and timely completion of the following day to day task:
- Processing client payment requests, processing invoices/credit notes, monitoring verifications and ensuring these are maintained at the required level.
- Generating paperwork for debtor High Involvements, debtor credit limits and Overpayments in line with compliance as per the agreed authority matrix.
- Checking assignment back-up is in line with agreed Operational conditions, ensuring all paperwork ensures debt is valid and collectable.
- Monitor and liaise with the client over non receipt of facility covenants, management of applicable Credit Protection limits.




- Ensure new clients have been set up within the operational platform accurately and liaise with the on-boarding process to ensure a smooth transition from Prospect to Live client status.

New Business Take On Management:
Liaise with Sales Support and BDM regarding completion of take on formalities / checklists including the following tasks;
- C3 and E3 set up, Satisfaction of Pre conditions, presentation of file to RM/Ops Manager for approval, Client Training.
- Client Queries: Ensuring these are communicated in a timely and clearly defined manor. Documenting queries clearly, showing how these were dealt with and placed against the client file.
- Pro-actively dealing with client complaints, communicating any to your line manager and discussing appropriate resolutions to the satisfaction of all parties.

Complaint Handling:
- Proactively managing the client relationships by attempting to anticipate future client needs and engaging the client early in order to over deliver. When dissatisfaction does arise, logging of complaints

📌 Client Manager (España)
🏢 Aimee Willow Connex
📍 España