Allocations & Credit Control Administrator
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Allocations & Credit Control Administrator
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Title: Allocations & Credit Control Administrator
Department: Allocations & Credit Control
Director: Finance & Operations Director
Reports Directly to: Allocations & Credit Control Team Leader
Summary
An exciting and challenging role reporting directly to the Allocations & Credit Control Team Leader, the position involves managing a ledger of member accounts – dealing with all account related queries, allocation of payments and using Credit Control practices to obtain payment for unpaid invoices, includes developing new initiatives and ensuring departmental KPI’s are achieved. This is a full-time role 8:30 – 4:30pm Monday – Friday, hybrid, with two days per week working in office.
Role Summary
* Reconcile and allocate payments as per KPI’s
* Liaise with members to ensure outstanding queries within 6 months
* Ensure no aged debt over 18 months
* Reconciling member accounts
* Chasing member accounts via telephone and email
* Providing monthly updates to Credit Risk Team Manager / Head of Credit on any unpaid balances
* Have no manual deductions (invoices without known queries) over 90 days
* Supporting team members where required
* Ad-hoc duties which may arise
Communication and Working Relationships
* Create productive working relationships with all staff (internal)
* Develop and maintain relationships to a high standard with all members as required (external)
Dimensions and Decision Making
* Be proactive in the suggestions of improvements to working practices
* In conjunction with the Allocations & Credit Control Team Leader, ensure that all regulatory requirements are met in an accurate and timely fashion
Skills, Knowledge, And Experience
* GCSE’s A to E (including Maths & English) or equivalent
* Self-motivated
* Action a high volume of customer queries
* Credit control experience is an advantage
* Good communication skills – both verbal and written
* Previous experience within a busy sales ledger environment is essential
Performance Standards
* Educated to a good standard of numeracy and literacy
* Highly computer literate in particular Word, Excel and PowerPoint
* Possess high degree of accuracy
* Willingness to work outside contracted hours
* Enjoy working with people of differing cultures, backgrounds, and positions
* Goal oriented
* Good organisational skills
* High level or integrity and credibility
* Openness to change
* Motivated self-starter, resourceful
* High quality verbal and written communication
* Effective time management
* Flexible, innovate, and creative
* Excellent interpersonal skills
* Customer focused
* Attend meetings as required and to provide a positive contribution to those meetings
* To fulfil all company objectives to a satisfactory conclusion
Personal Standards
* Smart appearance
* Self-motivated to operate with limited supervision in a disciplined and organised way
* Must have a professional attitude
* Ability to delegate, manage and motivate your team
* Must have the ability to organise and prioritise to meet strict deadline
* Must possess a can-do attitude to work
* Must be persistent and thorough
* Must be proactive and quick thinking
* Capable of working under pressure to meet necessary deadlines
* Willingness to accept constructive criticism and handle pressure in a professional manner
* Must have ambition, desire and commitment to succeed
* Multitask management of initiatives and activities both personal and team
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Contract
Job function
* Job function
Accounting/Auditing and Finance
* Industries
Construction
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