Benjamin Mcphail Email & Phone Number

Brisbane, Queensland, Australia

Responsible for the recruitment, training, development, management and engagement of a team of Client Relationship Officers to enable them to support the Customer Relations team in delivering an outstanding level of service to Customers.

Brisbane, Queensland, Australia

• Management of a portfolio of clients incorporating reviewing procedures, verification protocols, funding approvals, collections, service delivery, risk mitigation and reporting.• Proactively identify and resolve client issues before they become credit or operational risks and escalate through appropriate reports if required.• Visit client premises with the Office Manager where necessary .• Deliver a robust first line of defence and monitoring which will enhance the existing control environment and protect CFA from loss.• Identify a deteriorating asset; determine what aspects require future assessment, propose a strategy for the account and action any directives for implementation.• Maintain a client focused culture with a high service level balanced with maintaining credit quality, operational and policy compliance.• Ensure verification and assignment protocols, requirements and policies are adhered to.• Ensure procedures for Debtor Finance are current and carried out efficiently and at a high level of customer service.• Understanding Debtor Finance processes, people and requirements and ensuring that our processes and policies maintain fast payment to the clients whilst securing CFA’s risk position.• Manage the client files, debtor notes and client notes within Factorsoft in an accurate and up to date manner.• Exposure to debts to be within approved concentration %’s and $ limits and also client limits.• Review of procedures for efficiencies and subsequent escalation for approval.• Approvals are as delegated by the General Authorities for the position.

Certificate Iv In Property, Real Estate

Certificate Ii In Business