Credit Controller/client Administrator - Warwickshire, United Kingdom - Greenwell Gleeson

Tom O´Connor

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Tom O´Connor

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Description
Role - Credit Controller/Client Admin

Location - Warwickshire - CV34

Term - Permanent

Salary kpa

Office Based Role

Overview

Role Responsibilities will include

  • Ensure good relations and communications with all clients as well as members of the team, to include developing a strong relationship/knowledge with your portfolio of clients, understanding their business sector and debtor type.
  • Efficient and effective Sales Ledger management, prioritising high risk debtors/clients.
  • Process client payments accurately and in line with procedures and deadlines set.
  • Accurately and promptly allocate customer receipts, with ongoing monitoring of on account cash levels.
  • Contacting debtors to provide information regarding outstanding balances, obtaining appropriate verification of balances, chasing for payment dates, ensuring correct bank details, appropriate and timely follow up and diary notes.
  • Sending and management of debtor statements and new customer letters.
  • Effective chasing and completion of Client Month End Reconciliations, reviewing all associated documentation (Bank statements, Creditors, Debtors).
  • Monitoring credit limits and high involvement in line with the agreed funding parameters and satisfactory credit reference reports.
  • Timely processing of schedules, with appropriate sampling and funding release.
  • Efficient record keeping and filing for your portfolio of clients.
  • Completion of daily balancing by set deadlines.
  • Other duties as required by your line manager and the directors.
  • Attention to detail/efficiency
  • Excellent customer service skills
  • Microsoft Office (Outlook, Word, Excel)
  • Confidence on the phone
  • Administration, planning and organising skills with good time management
  • A good understanding of factorability (training will be provided)
  • Commercial awareness

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