Helen J.

• Maintaining and developing suitable operating and risk procedures to detect and prevent error and fraud at the underwriting stage as well as in ongoing daily client processes. Ensuring processes are followed, but create an environment where these can continually evolve to provide an efficient and scalable back-office capability. • Lead and manage the Client Services and New Business team in day to day planning, tasks and processes as well as leading, motivating and training the staff and carrying out performance reviews and appraisals. • Ensuring that all underwriting and risk criteria are fully met, before a client is presented and recommended for funding. • Assist with the ongoing development of the company’s risk management and underwriting criteria and procedures for clients including detailed methodologies for due diligence reviews for new and existing clients. • Conduct site visits, formal due diligence reviews and informal spot visits on prospects and clients in line with standard operating procedures. • Provide training and advice on due diligence reviews to other staff and to build up a broad bank of expertise within the company. • Provide market and product training for new Sales and Client Services staff. • Conduct meetings and presentations to prospects, clients as well as other audiences, outlining key features and benefits.