Dan Smith work email
- Valid
- Valid
- Valid
- Valid
- Valid
Dan Smith personal email
Dan Smith phone numbers
With over 18 years of experience in the Fintech, lending and invoice finance industries, I am a Senior Account Director at Lenvi, a leading provider of risk management, compliance, and credit services solutions. I am a Chartered Manager and Member of the Chartered Management Institute, demonstrating my commitment to CPD and strong, impactful leadership and management. In my role, I manage and nurture a diverse portfolio of large and complex clients, offering them innovative and tailored solutions from Lenvi's Riskfactor, KYC Solutions, and Credit Services products. I am a commercially focused, relationship-led, and confident professional, who thrives on building strong, lasting connections and sharing my knowledge and expertise with others. My mission is to deliver tangible results and growth opportunities for my clients and my business, while maintaining the highest standards of quality and integrity.
-
Director Of Customer SuccessLenviSouthend-On-Sea, Gb -
Senior Account Director | Customer SuccessLenvi Jan 2024 - PresentWorking 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
-
Account Director - Customer Success - Riskfactor, Kyc Solutions And Credit ServicesLenvi Mar 2021 - Jan 2024United KingdomEQ 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
-
Receivables Finance Consultant - RiskfactorLenvi Aug 2020 - Apr 2021RemoteProviding 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
-
Relationship ManagerUltimate Finance Jun 2019 - Aug 2020Bradley Stoke, England, United KingdomAt 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. -
Commercial Relationship ManagerRbs Invoice Finance May 2016 - Jun 2019EssexI 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. -
Healthcare & Real Estate Finance Relationship ManagerNatwest Group Sep 2013 - May 2016EssexI 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. -
Business ManagerNatwest Group Aug 2010 - Sep 2013London, United KingdomSupported 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.
-
Team Manager Anti Money Laundering OperationsNatwest Group Dec 2009 - Aug 2010London, United KingdomTeam 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.
-
Branch ManagerNatwest Group Aug 2008 - Dec 2009Southend On Sea, United KingdomManaged Leigh on Sea Branch and deputised for the manager of the Southend branch.
-
Customer AdviserNatwest Group Mar 2007 - Aug 2008Southend On Sea, United KingdomAccount opening and relationship building with personal customers in Rochford branch and later on Southend branch.
-
CashierBarclays Dec 2005 - Mar 2007Southend On Sea, United Kingdom
Dan Smith Skills
Dan Smith Education Details
-
Uk FinanceDiploma Invoice Finance & Asset Based Lending -
Diploma In Lending Skills -
Certificate In Business Banking Practice 2
-
The King Edmund School Of Business And Enterprise
Frequently Asked Questions about Dan Smith
What company does Dan Smith work for?
Dan Smith works for Lenvi
What is Dan Smith's role at the current company?
Dan Smith's current role is Director of Customer Success.
What is Dan Smith's email address?
Dan Smith's email address is da****@****est.com
What is Dan Smith's direct phone number?
Dan Smith's direct phone number is +4420336*****
What schools did Dan Smith attend?
Dan Smith attended Bpp, Uk Finance, The Chartered Banker Institute, The Chartered Banker Institute, South Essex College Of Further And Higher Education, The King Edmund School Of Business And Enterprise.
What skills is Dan Smith known for?
Dan Smith has skills like Banking, Relationship Management, Loans, Commercial Banking, Financial Services, Retail Banking, Portfolio Management, Credit, Credit Risk, Financial Risk, Risk Management, Management.
Not the Dan Smith you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial