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Invoice Finance Surveyor


Invoice Finance Surveyor

  • Hedge End, Southampton

Business Area: Asset Finance

Brief description

We are looking for a dynamic individual, flexible when performing their duties and willing to manage diary changes at short notice with excellent time management. The individual is outgoing and professional at all times, representing Paragon Bank in a positive manner.

The role is a full-time position with a requirement to perform three site visits per week or as required by the demand of new business or urgent audit request by portfolio management.

There is the flexibility to work from home, with the ad-hoc requirement to go to the Southampton (Hedge-End) office when required or for team meetings.

The individual will be analytical and capable of reviewing large volumes of data and have strong numeracy skill set providing clear analysis and action points with their findings. They need to be risk focused and understand a various number of commercial sectors. I.e. Automotive, Aerospace, Printing, Retail.

Purpose of the role

To audit book debt records of clients and complete survey of new business applications. There may be occasions when you will offer support to account management team perhaps in the completion of recovery matters and to assist in Quality Assurance monitoring when required.

Duties and responsibilities

  • Ensure facilities are operated strictly in accordance with mandate and procedures
  • By attending client premises, review performance and test integrity of client records
  • Identify threats to recovery of advances secured by book debts
  • Work with new business team to assess character and integrity of book debt security and recoverability of advances in a gone scenario
  • To review facility structure proposed and recommend acceptance or rejection with rationale You will also be required to contribute to facility structuring debate to help create a facility that meets the client needs whilst representing a safe facility for Paragon
  • Assist in the evolution of procedures governing audit reporting
  • Analysis of financial forecasts and reports
  • Undertake desktop risk reviews including Quality Assurance and Treating Customer Fairly
  • Work in conjunction with invoice finance colleagues to deliver team objectives and targets


  • Strong financial analysis and ability to interpret financial data relating findings to client discussion and ledger expectation
  • Enquiring mind to seek out broad information and raise further enquiry to protect our security
  • Good communication, customer service and writing skills presenting data in a clear manner to a broad audience
  • Credible when engaging with business owners and leading staff
  • Ability to manage challenging conversations and negotiations positively including “face to face”
  • Confident driver as there may be a need to visit clients across GB
  • Organised with ability to manage time particularly when working under time pressures
  • IT competency in accounting software, and core Microsoft packages including Word, Outlook and Excel
  • There may be occasions when an overnight stop is warranted to fulfil responsibilities

Qualifications and experience

Must hold the ABFA qualification, ideally Certificate course. You will also have a valid current UK driving license. Previous experience in audit and new business survey is essential.

Working hours

37.5 hours per week, Monday to Friday, 8.30am to 5.00pm (one hour for lunch).


Relevant training will be provided.

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Paragon Banking Group PLC.  Registered in England number 2336032.  Registered office 51 Homer Road, Solihull, West Midlands  B91 3QJ.