Credit Controller

Workforce Recruitment and Training; Birmingham; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

Workforce Recruitment and Training is seeking a Credit Controller in Birmingham to manage and collect debts, supporting a healthy cashflow. You will build relationships with clients and internal partners, with a focus on B2C collections. Insurance sector experience is a bonus.

The role is 37.5 hours per week with a hybrid arrangement—1 day from home after 6 months—working with EPIC and QuickBooks in a collaborative finance team.

Qualifications

• Must have at least 3 years in a Credit Controller role, preferably in insurance.
• GCSE Maths and English at minimum grade C/4.
• Proficient with Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Administration of loans
• Ensuring signed documents are received from clients
• Processing payments across internal systems
• Receipting card payments in EPIC cashbook
• Liaising with external debt collection agencies
• Refer cases when escalation necessary
• Liaising with agency to progress collections
• Money to client bank/credit cards
• Preparing bank payments for authorisation
• Updating inhouse system with refund information
• Daily bank reconciliations
• Support on Client Money Account reconciliations & receipting
• Assisting in other Finance tasks when necessary

Skills

Strong communication

Negotiation

Team player

Works well under pressure

Attention to detail

Hands-on approach

Customer service mindset

Education

GCSE Maths & English

Tools

EPIC (insurance ledger)

QuickBooks

Job description

Hours: 37.5 hours per week - opportunity to work from home 1 day per week after 6 months

The Edgbaston Village Metro stop, which serves as the current terminus for the West Midlands Metro tram line us located directly outside the front of the building.

The role:

As a Credit Controller you will play a crucial role in managing and collecting debts from our clients, ensuring the company maintains a healthy cashflow. You will build strong relationships with internal and external business partners, to resolve payment queries and support the wider finance team. Please note that this is dealing with BtoC customers, so it would be preferable that you have strong BtoC collections experience. If you also have experience within the insurance sector, that would be a bonus.

Key Responsibilities:

• Administration of loans
• Ensuring signed documents are received from clients
• Processing payments across internal systems
• Receipting card payments in EPIC cashbook
• Liaising with external debt collection agencies
• Referring cases when escalation necessary
• Liaising with agency to progress collections
• Money to client bank/credit cards
• Preparing bank payments for authorisation
• Updating inhouse system with refund information
• Daily bank reconciliations
• Supporting on Client Money Account reconciliations & receipting
• Assisting in other Finance tasks when necessary

Desired skills:

• Strong communication and negotiation skills
• Ability to deal with difficult clients in a calm, authoritative and understanding manner
• Good people skills and desire to work within a team
• Works well under pressure
• Attention to detail and problem solving abilities
• A hands-on approach to work in a hardworking environment
• Experience of EPIC (insurance ledger) and Quick books accounting system or similar

What you’ll need:

• A minimum of 3 years experience in a Credit Controller role, ideally within the insurance sector
• A minimum GCSE at grade C/4 in Maths and English
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• A desire to enter a dynamic and values driven work environment