Conduct regular face-to-face meetings with stakeholders regarding their debt portfolios
Monitor queries and disputes, ensure 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 properly returned, applied or cleared
Ensure that there are minimal unallocated cash receipts
Enforce consistent BDO credit control procedures
Review and analyse aged debt against defined metrics
Actively chase all overdue debt within the allotted portfolio and update Partners/Managers as appropriate
Maintain accurate and up to date client notes
Prepare daily / weekly / monthly summary reports
Identify problem debts that require escalation and liaise with Credit Control Manager as appropriate