Overview

Role: Credit Controller

Location: Birkenhead (2 days per week in the office)

Permanent

Job Purpose: As part of the Credit Management team, you will be responsible for managing an aged debt ledger which will involve communication at all levels, both verbally and in writing. You will need to remain calm under pressure, be assertive and have good number skills with the ability to explain financial matters clearly. You will be responsible for recovering unpaid money from brokers and clients and proactively dealing with disputes as they arise. To maximise the collection of debt and ensure remedial solutions are provided to reduce aged debt, focusing on reducing the overdue debt >1 day to help achieve cash flow targets.

Key Responsibilities

• Debit management and collection of broker/client accounts.
• Provide updates on performance of accounts and regular updates on issues and sales ledger performance, including action plans for difficult/doubtful debts.
• Monitor cash allocation and propose corrective action on unallocated accounts.
• Transactional and Bordereau account reconciliations.
• Manage a high-level workload and pick up ad hoc activity/projects to support the department.
• Ensure queries are maintained daily and resolved within the agreed timeframe.
• Interaction with Intermediaries regarding credit risk tracking where required.
• Other general administrative duties within the Credit Management team.
• Develop effective regular communication links with stakeholders.
• Ensure correct procedures and processes are in place and continually develop and review.
• Responsible for Credit Control activity ensuring processes are followed in a timely way with actions recorded.
• Escalate serious issues to the Collections Manager for review.
• Maintain close working relationships with other internal departments.
• Daily maintenance and management of departmental emails and system-generated tasks.

Essential

• Key Skills & Experience: Excellent organisational skills
• Experience working in a finance environment
• Pro-active, flexible and customer focused
• Good MS Excel skills (VLOOKUP, and basic pivot tables)
• Good spoken and written skills
• Attention to detail, self-motivated and enthusiastic

Desirable

• An understanding of the FCA Guidelines
• Experience within collections and receivables or office administration

Additional Skills & Responsibilities

• Customer focused with the ability to influence others.
• Initiative: Innovative approach to problem solving, anticipating opportunities and the ability to question/challenge existing methods and approaches.
• Interacting with people: Establishing relationships with various teams across the business.
• The ability to communicate effectively at all levels, both verbally and written.
• Show passion with a can-do attitude.

Qualifications & Educational Requirements

• At least 3 years experience within collections and credit control

Benefits

• Agile/Hybrid working
• Private Healthcare (Aviva)
• Aviva Digital GP
• Employer Pension contribution of 13%
• Annual bonus
• Professional qualification support
• 25 days annual leave (plus bank holidays)
• x2 wellbeing days per year