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Client Relationship Manager CFD

4 months ago

Woodbridge, United States Revolution Capital Full time

Role: Client Relationship Manager CFD Type: Full-Time, Permanent Location: Onsite, Woodbridge HQ

Client Relationship Manager CFD

REV Capital is looking for a Client Relationship Manager to join our growing team The Client Relationship Manager will be the main point of contact for our clients. Working closely with cross-functional teams, the Client Relationship Manager will create and nurture long-term relationships with clients while resolving issues that may arise.

About REV Capital:

REV Capital is the leading provider of full-service factoring services in Canada and the United States, with eight offices across North America We support thousands of businesses with invoice management, credit underwriting, and collection services. By offering dedicated support and transparent access to the factoring process, we help our clients grow their operations, maintain their competitive edge, and become leaders in their industries.

When you join REV Capital, you are joining a growing team of over 100 professionals assisting clients with the success of their business each day With a passion for helping others, a focus on diversity and inclusivity, and a flexible environment to grow both professionally and personally, there is no limit to where you can take your career. Ready to take the next step?

About You:

You are a problem solver and an excellent communicator. You remain cool, calm, and collected in a fast-paced environment. You believe in the importance of good quality customer service and building connections. You approach clients with a genuine smile, not just because it goes a long way, but because it’s who you are. You are eager to learn and grow into the best version of yourself

Responsibilities:

Serve as the main and first point of contact for our clients.

Learn the needs of clients and developing plans to meet them within the scope of our policies and practices.

Regularly check in on clients to ensure they're satisfied.

Collaborate closely with other departments to provide services that ensure the satisfaction of clients with the Company's services.

Ensure that client requests are handled timely and accurately.

Perform regular audits of clients’ portfolios to find potential risks.

Keep clients up to date on the state of their portfolios.

Ensure clients are being funded daily in a timely manner in accordance with company’s guidelines.

Attend client meetings, as necessary.

Notify and report to senior management concerning any trends that are critical to the organization’s financial performance.

Ensure the portfolio administration and risk management of each client relationship is in compliance with credit policy, procedure, and business strategy.

Responsible for credit risk and quality of the portfolio.

Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.

Monitor and engage with clients to manage the weekly compliance needs unique to this industry.

Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.

Review and understand inventory, audit, financial, 3rd party reports that pertain to the maintenance of your portfolio.

Qualifications:

2-4 years of direct lending experience

2+ years of Loan Officer or other equivalent lending experience

Temporary staffing borrower experience an asset

Experience dealing with nuances of the interrelationships between accounts receivables

Ability to manage multiple assignments simultaneously and ability to work without direct supervision.

Familiarity with business financials and specifically Accounts Receivables knowledge

Excellent negotiating skills, written and oral communication skills.

A customer-oriented attitude

Team building, collaboration abilities, and strong problem-solving skills to help clients overcome any obstacles; developing solutions that enhance the clients' efficiency

Bachelor’s Degree in Finance, Client Relations, or another business-related field, is preferred

What We Offer:

Employer matching RRSP – DPSP program

Competitive compensation plan

Flexible work schedule

Growth and development opportunities

Team outings and social events

Excellent extended medical, dental, and vision benefits plan that is 100% employer paid

Let your journey at REV Capital begin

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