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Credit control administrator

York (North Yorkshire)
Phoenix Software
Credit control administrator
Posted: 17 April
Offer description

Phoenix enables digital transformation across the UK public sector, empowering organisations to innovate with cloud and hybrid infrastructures, data, AI, security and collaboration technologies.

We are now hiring a Credit Control Administrator to join our Finance Team and support the business in maximising cash flow, revenue and profitability. This role will assist the Credit Control function with day‑to‑day activities including customer account setup, cash allocation, debt collection support and query resolution, while maintaining excellent service levels to both internal and external stakeholders.

You will play an important role in supporting the wider Finance team and ensuring accurate records, timely payments and effective credit control processes are maintained.


What will you be doing?

* Support Credit Controllers with the collection of customer debts in line with agreed terms of trade.
* Assist in driving debtor days towards or below the company target of 30 days.
* Set up new customer accounts accurately, ensuring correct terms of trade, credit limits, VAT information and documentation are in place.
* Release held customer orders promptly where appropriate, escalating higher‑risk cases when required.
* Allocate daily cash receipts to customer accounts and prepare daily cheque banking.
* Issue copy invoices and monthly statements to customers.
* Process customer credit card payments.
* Organise reminder letters and 7‑day overdue letters, liaising with Account Managers where necessary.
* Collate information to support decisions on credit limits and account risk.
* Manage internal and customer queries to ensure timely and effective resolution.
* Maintain accurate and up‑to‑date records in Sage and Oasis, including notes and supporting documentation.
* Support the Credit Control team during peak periods and provide holiday cover when required.
* Assist the Purchase Ledger team when needed.
* Identify opportunities to improve credit control processes and systems.
* Carry out responsibilities in line with company data protection and information security policies.


What are we looking for?

* Strong organisational skills with the ability to plan, prioritise and manage workload effectively.
* High attention to detail with strong analytical and problem‑solving skills.
* Confident and professional customer communication skills, including telephone contact and negotiation.
* Ability to assess and manage risk when setting credit limits and releasing held orders.
* Proactive, determined and enthusiastic approach with a “can‑do” attitude.
* Strong team player with the ability to build effective relationships across the wider business.
* Takes ownership and accountability for tasks, keeping managers informed of progress.
* Experience using financial systems and tools with confidence and accuracy.

Technical skills desirable:

* Strong Excel skills.
* Experience using Sage, Oasis or similar finance systems.
* Familiarity with banking systems, credit card processing and credit checking tools.
* Comfortable using MS Teams, SharePoint and other internal systems.

Experience:

* Minimum of 2 years’ experience in a relevant finance or credit control role.


Practical stuff

Where is the role based?
Primary location is our HQ in Pocklington (YO42).

What about hybrid/remote working?
Hybrid working is available in line with team and business requirements.

How many interviews?
Following a screen with the Recruitment Team, you can expect a two‑stage interview process, one online and one in‑person.


Important BPSS Check

As part of our recruitment process and due to the nature of the work we do, all employees are required to undertake a BPSS check. While some employees may require further security clearance, the BPSS check is mandatory and all offers of employment are conditional upon successful completion.


Have you made it this far?

If you’re still reading, there’s a strong chance you might be our kind of person.

Here’s the thing, research shows many women and underrepresented groups only apply if they meet every requirement. Even if you don’t tick every box, we still encourage you to introduce yourself.

We believe diverse perspectives and experiences make our teams stronger and the stronger our team, the more successful we will be.

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