Credit Controller

Portfolio Credit Control; Manchester; Hybrid; GBP 30,000 - 32,000; Full time

Job summary

A leading financial services firm in Manchester is seeking a Credit Controller to manage debt portfolios and maintain client relations. This role offers hybrid working and a salary of £30,000 - £32,000 with performance-based bonuses. Ideal candidates will have professional services experience and strong Excel skills, alongside excellent communication and interpersonal abilities.

Qualifications

• Experience in professional services environment is required.
• Proficient in Excel to a competent level.
• Strong written and verbal communication skills.

Responsibilities

• Conduct face-to-face meetings about debt portfolios.
• Monitor queries and disputes for appropriate escalation.
• Prepare daily, weekly, and monthly summary reports.

Skills

Professional services experience

Excel skills

Excellent communication skills

Interpersonal skills

Tools

Workday

Job description

Portfolio Credit Control are currently partnered with a major player within the professional services sector who due to expansion are organically recruiting for a Credit Controller. This is a fantastic opportunity that offers flexible working arrangements as well as performance-based bonus opportunities.

In this challenging and rewarding role you'll:

• 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 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 following conversations with clients, using Workday to record status
• Prepare daily / weekly / monthly summary reports
• Identify problem debts that require escalation and liaise with Credit Control Manager as appropriate
• Where necessary, engage and manage the process of debts that need to go legal.

You will be someone with:

• Professional services experience, Workday experience would be preferred.
• Excel skills to a competent level.
• Excellent written and verbal communication skills and ability to present confidently and convincingly to management
• Strong interpersonal skills with ability to both motivate individuals and deal professionally with performance issues
• Commitment to delivering exceptional client service to internal and external stakeholders

Salary 30,000 - 32,000 + Performance based bonus - Hybrid working with flexible hours