Asset Based Lending - Client Manager Assistant

To assist in the management of all clients within the assigned portfolio in accordance with corporate objectives, approved policy & appetite statements and best practice, ensuring accuracy and integrity of data and records, as well as detecting errors and fraud. Supporting the delivery of effective client risk management strategies and providing high quality service to Arbuthnot Commercial Asset Based Lending clients.

• Develop & maintain strong relationship with clients at facility management level, maximising client life and retention.
• Understand risk drivers and monitor triggers ensuring that risk is managed within Arbuthnot Commercial ABL Credit Policy and Procedures.
• Visit clients at take-on and accompany Client Manager at subsequent visits as required.
• Set up new facilities and maintain details of existing Clients
• Responsible for Client payment runs and ensuring daily updates of trust account receipts are processed
• Reconcile Client Collateral and resolve discrepancies
• Offer appropriate support to clients and other departments on day-to-day basis and resolve queries in a timely manner.
• Ensure client submissions, data and practices adhere to Finance Agreements.
• Provide support to Client Manager in preparing for visits and annual reviews. Carry out recommended actions as necessary.
• Comply with all client reporting metrics — producing reviews/reports as appropriate to the Portfolio Management Meetings
• Present a positive image of Arbuthnot Commercial ABL at all times.
• Onboard new clients in line with ABL procedures.

Person Specification

Knowledge / Experience / Qualifications

• Proven track record of providing Client Portfolio support in a Lending environment.
• Experience of asset based lending products beneficial
• Able to multi-task and adapt to shifting priorities whilst maintaining accuracy, quality and client focus.
• Strong organisational skills, and good analytical thinking.
• Good working knowledge and skill in the Microsoft Office Suite, particularly Excel where experience to a pivot table standard would be advantageous.
• Experience of a lending or accounts operating system beneficial
• Team player, establishes effective working relationships at all levels
• Work under pressure and to tight deadlines
• Professional, well-presented, client-focused approach
• Full Driving License

Competencies

• Client Focus
• Team Working
• Expert Knowledge
• Planning and Reviewing
• Judgement & Problem Solving

About Us

About Us

At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.

As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind, we offer one day a week working from home.

Benefits

• Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
• Pension via market leading provider
• Private Healthcare cover
• 4x Life Assurance
• Discretionary Bonus
• Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers