Collections Executive

CRS; Windsor; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Parking provided by company

Performance related bonus

Job summary

CRS in Windsor is seeking a proactive Collections Executive to manage a portfolio of SME loan customers, ensuring repayments stay on track and creating flexible payment plans.

You will liaise with customers by phone, email, or text and escalate serious cases to recoveries when needed. This is a local, office-based role with parking provided by the company.

Qualifications

• Minimum 1yr experience in a B2B environment with customer service, collections, recoveries or credit control.
• Experience building relationships with customers over the phone.
• Able to liaise with customers in difficult scenarios to find workable solutions.
• Analytical mindset with Excel and data input into internal systems after training.

Responsibilities

• Oversee all open loans in your collections portfolio to ensure payments are up to date and flag missed payments.
• Daily checks for payments in your portfolio, flag transfers and identify missed payments.
• Work with customers to understand why payments were missed and build a new plan (e.g., delays, larger or weekly payments).
• Build trust with customers; choose communication method (phone, email, text) based on suitability.
• Answer customer queries in the credit control inbox.
• Escalate concerning cases to recoveries for formal collections.
• Be flexible to assist with other open loan accounts within the team.

Skills

Customer communication

Excel

Credit control

Relationship building

Data entry

Job description

Salary - £28K - £30K basic + company benefits and performance related bonus

Location – Windsor, office based Mon – Fri ( Parking paid for by company)

My client is a profitable scaling lender based in heart of Windsor. After 7 years of trading they have a fantastic brand reputation for quick, streamlined and flexible lending for SME businesses across the UK looking to scale.

After a large investment round & the lending book scaling 2X in 2025, they are now focusing on growth the lending book it an exciting high energy environment to work in – Offering great learning & development opportunities and a fun but productive working environment

As the lending book grows, we need to ensure all our customers stick to the repayment plans and therefore we are looking for a proactive collections executive to join close knit team of 2. You will work on a portfolio of customers who may be falling behind in repayments, to build a plan which allows them to get back on track.

Responsibilities

• Oversee all open loans within your allocated collections portfolio to ensure all payments are up to date and ensure any missed payments are flagged early
• Daily checks for payments within your portfolio ensuring bank transfers are flagged against all accounts on our internal systems and any missed payments are identified
• Work closely with customers to find out why a payment has been missed & find a new plan for the customer e.g. week delay / longer time period with larger payments / weekly payments rather than monthly
• Build relationship with customer so you have trust & honesty in your conversations – use your instinct on if phone, email, text etc is suitable
• Responsible for answering any customer queries which come into the credit control inbox
• Escalate any ‘concerning’ cases to recoveries so they enter a formal collections process
• Have a flexible attitude to assisting with other open loan accounts, should cover within your team be required

Prior experience

• Minimum 1yr experience in a B2B environment with customer service, collections, recoveries or credit control
• Experienced in building relationships with customers via the phone – good communicator and rapport builder
• Happy to liaise with customers in difficult scenarios to find a solution which works for all parties
• Analytical mindset – confident using excel and inputting data into internal systems after training