Summary
Overview
Work History
Education
Skills
Timeline
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Jamie Powell

Client Support Manager - ABL & Invoice Discounting
Banbury

Summary

Seasoned in providing robust customer support management with focus on enhancing client satisfaction. Capable of designing strategies to streamline support processes and create seamless customer experiences. Skill set includes conflict resolution, team leadership, and process improvement, aimed at fostering positive relationships with stakeholders and driving organisational growth.

Overview

8
8
years of professional experience
10
10
years of post-secondary education

Work History

Client Support Manager - ABL + Invoice Discounting

Shawbrook Bank
Home / Manchester
04.2023 - Current
  • Collaborated cross-functionally to align departmental goals and objectives.
  • Conducted regular performance reviews, ensuring continuous improvement of staff skills.
  • Monitored team performance, providing constructive feedback and recognition where due.
  • Conducted regular training sessions to equip support teams with evolving product knowledge.
  • Operational Resilience Champion for ABL + Invoice Discounting Processes - providing feedback and updates to senior stakeholders.
  • Streamlined processes to increase operational efficacy.
  • Relationship Ownership with third party suppliers, identifying systems and processes which can streamline and manage risk within the business.
  • Adjusted resource allocation according to workload fluctuations, ensuring optimal utilisation.
  • Led and Participated in Migration Projects, leading to positive client + employee outcomes.

Assistant Client Manager

Shawbrook Bank
12.2021 - 03.2023
  • Act as a key point of contact for clients to support service and risk management activities
  • Perform daily system/database updates as required, producing monthly reports by deadlines given
  • Accompany Client Managers on visits as required, drafting visit reports in the defined format, and assisting with the preparation of credit submissions as required
  • Take the lead in undertaking all ongoing due diligence, including KYC/AML, Equifax Alerts, Portfolio Review Process
  • Track and chase financial and other information/reports required from clients
  • Critically review; statutory accounts, management accounts, cashflows, budgets and forecasts
  • Apply internal and client data to maintain monitoring records for financial and operational covenants
  • Seek out and recommend process improvements across Corporate Lending
  • Lead on, or contribute to, ongoing improvement projects across Corporate Lending
  • Support Client Directors/Managers to ensure a comprehensive and successful client take on and onboarding process
  • Management and Point of Contact for 15 Client Relationships from Onboarding through to In-Life Monitoring

Collateral Team Manager

Firstsource Solutions
Banbury
08.2020 - 11.2021
  • Company Overview: Lloyds Commercial Finance
  • Responsible for On-Boarding Team, Debt Verification, and Initial Client Journey teams, within Invoice Discounting
  • In-Depth knowledge of the Invoice Discounting product, fees, and charges
  • Project Management - Collaborating with Stakeholders in the business
  • Knowledge of Factors and ABL Products
  • Data Analysis and Preparation utilising Microsoft Excel and PowerPoint
  • Managing 19 colleagues across 3 separate teams, providing a seamless on-boarding journey to new clients to Lloyds Invoice Discounting
  • Monitoring Client Risk to the business and liaising with Client Managers, Senior Client Managers and Risk Panel when necessary
  • Collaborating closely with sales teams, and inputting into the sales process to provide outstanding customer service
  • Building close relationships with major stakeholders in the business
  • Identifying opportunities for customer growth within the facility and liaising with necessary contacts to accommodate this
  • Responsible for 250 clients, and their performance within the team, oversighting any potential challenges that may present themselves
  • Required to understand client's requirements and ways of working

Various Roles

Firstsource Solutions
Banbury
06.2017 - 08.2020
  • Company Overview: Lloyds Commercial Finance
  • Lloyds Commercial Finance

Education

ABL/IF Foundation Course - Invoice Finance

UK Finance
UK
04.2024 - 06.2024

Bachelor of Arts - Sports Science and Development

University of Lincoln
Lincoln, Lincolnshire
09.2009 - 05.2012

Chenderit School - 3 x A Levels, 11 x GCSEs (A-C)

Chenderit School
09.2001 - 05.2008

Skills

Technical support provision

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Timeline

ABL/IF Foundation Course - Invoice Finance

UK Finance
04.2024 - 06.2024

Client Support Manager - ABL + Invoice Discounting

Shawbrook Bank
04.2023 - Current

Assistant Client Manager

Shawbrook Bank
12.2021 - 03.2023

Collateral Team Manager

Firstsource Solutions
08.2020 - 11.2021

Various Roles

Firstsource Solutions
06.2017 - 08.2020

Bachelor of Arts - Sports Science and Development

University of Lincoln
09.2009 - 05.2012

Chenderit School - 3 x A Levels, 11 x GCSEs (A-C)

Chenderit School
09.2001 - 05.2008

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Jamie PowellClient Support Manager - ABL & Invoice Discounting