Portfolio

Job Description

  • Job Reference:48519LHR1_1730903384

  • Job Type: Contract

  • Job Industry: Financial Services/insurance

  • Contact Name: Lois Holness

  • Job Location: Berkshire

  • Job Title: Credit Controller

  • Job Salary: £30,000 - £30,000 Per Annum

Posted On: 6th November 2024

Are you a Credit Controller looking for a 6 month FTC role in a fantastic thriving business with room to grow your skillset and develop in a great team?

I am seeking a Credit Controller on behalf of my client to work on a hybrid basis (2 days in office) for a 6-month FTC.

Accountabilities

* Handle all credit control procedures in line with company
* Actively chase all debt within the allotted portfolio, using appropriate means (telephone, email etc) and update stakeholders as appropriate
* Maintain accurate and up to date client notes following conversations with clients, using Workday to record status
* Have regular face-to-face meetings with stakeholders as required regarding their debt portfolios
* Monitor queries and disputes, ensuring the appropriate escalation
* Ensure consistent application of the firm’s debt provisioning policy
* Ensure that the debtors ledger contains minimal adjustments and where appropriate that overpayments or payments on account are promptly returned, applied or cleared
* Ensure that there are minimal unallocated cash receipts
* Review and analyse aged debt against defined metrics
* Prepare summary reports as and when required
* Identify problem debts that require escalation and liaise with Credit Control Manager as appropriate
* Where necessary, engage and manage the process of debts that need to go legal
* Ensure that any bills raised that are not sent out to clients in a timely manner are escalated to relevant manager
* Work with the accounts receivable team in respect of cash receipts and remittance details to aid effective and accurate allocation
* Ongoing liaison with other credit controllers across the Firm as required (including attending weekly conference calls)
* Provide client base with monthly statements of account as appropriate
* Produce copy bills or summary backup if required for clients
* Process Credit Notes assigned in an accurate and timely manner
* Involvement in credit checks on existing / new clients as appropriate before new work is agreed/commences

The Experience You Will Bring

* Professional services experience (ideally), Workday experience would be preferred.
* Excel skills to a competent level.
* Excellent written and verbal communication skills and ability to present confidently and convincingly to management if required
* Strong interpersonal skills with ability to both motivate individuals and deal professionally with performance issues
* Commitment to delivering exceptional client service to internal and external stakeholders

INDCC

Personal Details

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