Credit Controller
*Remote - up to 2 days a month office presence required
The responsibilities of a credit controller is to collect all outstanding monies owed to the business, ensuring payments are received on time. This may mean handling customer queries at both head office & branch level. A credit controller must be confident in there collection ability & when speaking with customers.
Excellent organisation is essential along with being able to work under pressure with a high volume of accounts. A credit controller must be pro-active
Payments
- Monitor bank statements daily for ledger payments
- Send online payment links (debt / credit card) for payments
- Posting cash onto ledger accounts from the banking
- Allocating posted cash on accounts towards invoices
- Allocating credit notes & write offs
- Contacting customers for remittances & saving down remittances
- Update shared documents for movements e.g allocations, credit note requests & write offs
- Raise credit notes/Write off requests
Customer contact
- Be polite & professional to customers & colleagues
- Action the shared mail box, replying to customers contact within 24 working hours – including responding to quires, statement & invoice requests
- Communicate with franchisee to ensure they understand the branches debt situation
- Contact customers by telephone & email to arrange payment for invoices on time
- generate statements for customers, monthly or on demand
- Download and send invoices to customer along with PODS when required.
- Review accounts for an escalation route in the event of none payment – such as a legal referral.
Insurance
- Monitor account balances & ensure adequate insurance cover
- Review credit safe limits on high ledger balances
- Ensure cash accounts remain as cash accounts, unless credit limit is approved
- highlight any potential risk accounts
- Understand the insurance claim process & how to make a claim if required
Systems
- Be confident in using Excel & office software
- Ensure factual notes are made on accounts with each customer contact
KPI / Targets
- Reduce debt on ledgers monthly by 85% (number of accounts)
- Taking incoming calls
- Attending team calls on time at 9am & 2.30pm, unless otherwise stated
Communication
- work as part of a team and help provide ledger cover
- Provide daily updates to the accounts receivable Manager