Cashflow Finance Associate

Job description

About Allica Bank Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers. Department Description Allica Cashflow Finance delivers lending to meet the funding needs of growing established, profitable businesses who do not have tangible collateral available to offer in support. Our growing team of specialists share a common focus on structuring funding solutions for those clients and delivering an exceptional relationship experience. During the origination process, we gain a deep understanding of each business. This informs both facility structuring and risk management as well as providing the foundation of our ongoing relationship. Role Description The Cashflow Finance RM Associate will be responsible for supporting and assisting the Relationship Management team with the onboarding and administration of new and existing clients. In addition to the service and relationship aspects, the role will also assist with maintaining up to date internal reporting and general day to day activities on the portfolio required to run the client’s facilities effectively Principal Accountabilities Support Relationship Managers in their regular client activities and with preparation of client monthly information. Deputise for the Relationship Manager when required, ensuring seamless client support and service continuity. The role may also involve independently managing and developing a designated portfolio of lower-risk, lower-value client relationships, acting as a trusted point of contact and maintaining strong customer outcomes. Engagement with other relevant functional areas of the bank, particularly Business Development and Transaction Management teams to ensure effective collaboration, seamless onboarding and awareness of changes in policies/processes. Contribute to the production of monthly portfolio reporting. Working closely and collaboratively with all areas of Allica to ensure a seamless and professional service is always provided, and to provide ongoing direction as to where Allica’s product and software development…