Dan Smith Email & Phone Number

Southend-On-Sea, Gb

Working across the whole of the Lenvi product suite (Riskfactor / KYC Solutions / Credit Services - Loan Management Platforms and Servicing)Deputy to the Head of Customer SuccessLine Management ResponsibilityOwnership of high value and complex client relationshipsCoach and support a commercial focus within the Customer Success team

United Kingdom

EQ Riskfactor, Credit Services and KYC Solutions are now Lenvi. Ownership of client relationships ranging from small independent lenders to tier 1 multi national banks. My responsibilities in this multifaceted role include the following:Ownership of commercial relationship Renewal of facilities Upselling of other products from both within riskfactor / KYC solutions and other parts of the EQ ecosystem Liaising with legal teams on creation of documentation and any number of issues that arise through client lifecycleOwning risk management of my clients Working with technology teams, development, support and implementation support and managing delivery projects Developing client plans around contact and development of the relationship Responsible for revenue generation Stakeholder management Creation and promotion of marketing material

Remote

Providing consultancy and training to the Receivables Finance industry.Supporting through process review, design and redesign alongside training and workshop delivery to ensure businesses have their whole team on board when delivering change.Delivering long term transformational change

Bradley Stoke, England, United Kingdom

At Ultimate Finance, we’re committed to delivering the right funding solutions for UK businesses. With over 20 years’ experience in the lending market, you can rely on our expertise to achieve impressive results. The kind of results that will see clients and introducers come back again and again. The Right Solution Creative, flexible thinking First and foremost, we’re customer led. We listen to what clients want. Then we apply our funding expertise to deliver what they need. It’s funding that works. The Right People Valuable insight, dedicated support With us you’ll have the dedicated support of funding experts, skilled underwriters and product specialists – strategically placed throughout the UK to offer a truly personal service. The Right Process Speed, ease, quality Skilled funding specialists and the latest technology allow us to seamlessly manage the process from start to finish, and keep you up to date as we go. The Right Partner Long-term commitment We’re not just a lender, but a partner. People you can build a long-term relationship with. People who will provide a truly integrated service. And who will essentially become part of your team. The Right Choice We’re in a uniquely strong position The flexibility and personal service of an independent specialist, combined with the backing of the Tavistock Group enable us to bring breadth and depth to our funding solutions.

Essex

I managed a small portfolio of around 45 commercial clients primarily based in Essex each with facilities up to £10million.I provided my clients with bespoke funding solutions, working on origination, onboarding and ongoing relationship managment.I structured deals, managed them in life and ensured parameters stayed relevant. I assisted through strategic conversations, acquisition and growth. My clients worked in a number of sectors and my main responsibilities were around, business development, risk managment, service satisfaction and retention.I lent up to £10million and looked after a range of clients from across the SME spectrum.

Essex

I managed a portfolio of around 120 SME customers and provided lending solutions of up to £500,000. I provided a full relationship service to my clients and was able to provide solutions including Merchant Services, Deposits, Insurance Services, Employment Law and Health and Safety Solutions.I specialised in supporting Healthcare clients and Real Estate Financing (development and investment property for both commercial and residential use) in the Essex area.

London, United Kingdom

Supported SME's in and around London. I Supported businesses by providing lending options up to £25k and a complete suite of products and services to support the startup market place and small businesses.

London, United Kingdom

Team Manager in anti-money laundering operations in London. Managed a team of staff looking after a number of brands across RBS group. Worked closely with risk teams across the country and processing teams based in India.

Southend On Sea, United Kingdom

Managed Leigh on Sea Branch and deputised for the manager of the Southend branch.

Southend On Sea, United Kingdom

Account opening and relationship building with personal customers in Rochford branch and later on Southend branch.

Southend On Sea, United Kingdom

Chartered Manager, Leadership

Diploma Invoice Finance & Asset Based Lending

Diploma In Lending Skills

Certificate In Business Banking Practice 2

I am a Certified member of the Chartered Institute of Bankers in Scotland (Chartered Banker)

Education record

Education record