Manager, Finance & Banking

Position: Take On Manager
Do you have the experience to assess invoice finance facilities from initial enquiry through to completion? This role is responsible for onboarding new invoice finance clients. You will assess risk, structure facilities and manage the take on process from proposal to go live. The role sits within a dedicated credit and operations function working closely with sales and risk teams.

Benefits Competitive basic salary Annual discretionary bonus Pension contribution Private medical insurance 25 days annual leave plus bank holidays

Key Responsibilities Assess new invoice finance proposals from referral stage to completion Analyse management accounts, statutory accounts and cash flow forecasts Review debtor book quality, concentration and dilution Structure invoice finance facilities in line with credit policy Prepare and present credit papers for approval Liaise with sales teams to agree deal terms and conditions Manage the legal documentation and onboarding process Oversee conditions precedent prior to drawdown Conduct pre take on visits and client interviews Ensure facilities are set up accurately on internal systems Skills and Experience Proven experience in invoice finance take on or underwriting role