Credit Controller

Cumbria Chamber MD; Penrith, Workington; On-site; GBP 20,000 - 25,000; Full time

Job summary

A regional professional services firm in Penrith is seeking a Debt Recovery Administrator to join their team. This role involves assisting in credit control by monitoring outstanding client invoices, promoting services, and providing administrative support. Successful candidates will demonstrate experience in debt recovery or accounting, and possess strong communication and numerical skills. Join a dynamic team where you can grow and develop your career in credit control.

Qualifications

• Experience in providing administrative support in an office environment.
• Experience in credit control, debt recovery, or accounting work.
• Strong ability to maintain accurate records and files.

Responsibilities

• Assist in ensuring effective credit control procedures.
• Monitor outstanding client invoices and communicate for payments.
• Produce monthly reports on client debt status.
• Maintain regular contact with clients for payment arrangements.

Skills

Administrative support experience

Credit control experience

Numerical skills

Excellent computer skills

Attention to detail

Communication skills

Customer service skills

Education

5 GCSEs at grades A*-C including Maths and English

Willingness to undertake further qualifications in Credit Control

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

To assist and work as part of the Debt Recovery team to ensure that robust and effectivecredit control procedures are followed across the David Allen group. To monitoroutstanding client invoices and debt, communicating with clients to secure payment whenrequired.

To provide administration support and assist in the recovery of outstanding debt for DavidAllen Recovery Solutions. To help develop and grow the business by promoting itsservices.

Duties to include:

• To build and maintain strong relationships with clients to facilitate paymentarrangements and resolve any billing queries.
• To liaise with fee earners and any other relevant members of staff tocommunicate the status of overdue invoices and gather relevant clientinformation, ensuring a robust procedure is in place for credit control at alltimes.
• To produce monthly excel reports for the practice partner and fee earners,communicating the status of their client debt.
• To monitor and update the status of client payments in the APS system.Namely, to produce and check daily reports in the system flagging overdueinvoices.
• To maintain regular contact with clients to ensure that payment terms aremet.
• To communicate with clients via email, telephone, text, and letter to followup on outstanding invoices.
• To take client payments over the telephone.
• To send monthly statements to clients.
• To follow the process for long standing outstanding debt where applicableputting clients on stop when debt has been outstanding for 60 days andescalating to the wider team.
• To communicate regularly with DARS regarding the DACA debtors.
• To manage the department’s banking and reconciliation processes,processing client receipts, statements and interest charges as well as courtfees and daily bank reconciliations.

Credit Control

• To build and maintain strong relationships with clients to facilitate paymentarrangements and resolve any billing queries.
• To liaise with fee earners and any other relevant members of staff tocommunicate the status of overdue invoices and gather relevant clientinformation, ensuring a robust procedure is in place for credit control at alltimes.
• To produce monthly excel reports for the practice partner and fee earners,communicating the status of their client debt.
• To monitor and update the status of client payments in the APS system.Namely, to produce and check daily reports in the system flagging overdueinvoices.
• To maintain regular contact with clients to ensure that payment terms aremet.
• To communicate with clients via email, telephone, text, and letter to followup on outstanding invoices.
• To take client payments over the telephone.
• To send monthly statements to clients.
• To follow the process for long standing outstanding debt where applicableputting clients on stop when debt has been outstanding for 60 days andescalating to the wider team.
• To communicate regularly with DARS regarding the DACA debtors.
• To manage the department’s banking and reconciliation processes,processing client receipts, statements and interest charges as well as courtfees and daily bank reconciliations.

Quality

General

• To attend and participate in regular team meetings.
• To ensure that client confidentiality is maintained at all times.
• To ensure that clients receive a first-class service, and any queries aredealt with correctly and efficiently.
• To continually look for ways to improve and develop the department.
• To manage all department administration including incoming and outgoingpost, sorting and filing of all correspondence, and producing any requiredreports in a timely and efficient manner.

Central Duties

• To represent the business when required to ensure positive links, relationsand networks.
• To show a commitment to equality, diversity and inclusion (EDI).
• To undertake personal development necessary to ensure effectiveperformance in the role.
• To participate in relevant and appropriate training and development asrequired.
• To demonstrate the David Allen values of ambition, professionalism,knowledge, integrity, and respect in the work you do and during your appointment.

Skill Requirements

Education / Qualifications

• 5 GCSEs at grades A*-C (9-4) including Maths and English.
• Willingness to undertake further qualifications in Credit Control.

Skills/ Knowledge/ Experience

• Some experience of providing administrative support in an officeenvironment.
• Some experience of credit control, debt recovery or accounting work.
• Numerical skills or aptitude towards numeracy and data.
• Some experience with document and record filing/retention systems.
• Excellent computer skills, ability to use Word/Outlook/Excel to a highstandard.
• High levels of accuracy and attention to detail with work methods to ensureaccuracy in work.
• Good written and verbal communication skills.
• Excellent customer service and interpersonal skills.

Personal Behaviours & Qualities

• Enthusiastic to learn and contribute to the business success of a team; agenuine interest in working in a credit control position.
• Strong sense and understanding of quality in both an internal and clientfacing service.
• Strong sense of team, willing to contribute to team objectives and supportothers to achieve their targets and work commitments.
• Ability to plan, manage and prioritise work tasks and review flexibly.
• Ability to use own initiative but know when to refer queries and takeinstructions.
• Friendly but professional confident manner; with ability to build positiverelationships with clients and colleagues.
• Ability to demonstrate behaviours and expectations consistent with theDavid Allen values of ambition, professionalism, knowledge, integrity, andrespect.

General

• Ability to travel between offices and to undertake client home visits ifrequired