Credit Controller

Hollybank Trustees Ltd; Walsall; On-site; GBP 32,000 - 40,000; Full time

Job summary

bk plus is seeking a Credit Controller to join the finance team at our Aldridge head office. The role reports to the Credit Control Manager and involves actively pursuing client payments to ensure timely cash flow.

The ideal candidate will have at least two years in credit control, be highly organised, and proficient with Excel. Strong communication and teamwork are essential in this fast-paced environment.

Qualifications

• Minimum two years of experience within a credit control environment.
• Proficient in Microsoft Excel.
• Well organised and used to working under pressure.
• Demonstrates attention to detail and a high concern for accuracy.
• Good telephone manner.
• A good team player.

Responsibilities

• Actively chasing client payments by telephone, email, and letter to ensure cash is received in a timely manner and to the agreed payment terms.
• Posting cash and allocating to the ledger.
• Chasing and escalation of client queries within the business to ensure agreed resolutions are actioned to facilitate payment.
• Keep accurate records of all clients contact to enable understanding of queries and confirmation of all clients contacted.
• Attend monthly debtor meetings with partners, either via teams or at the office.
• Ensure customer refunds are appropriately authorized and processed.

Skills

Microsoft Excel

Telephone manner

Attention to detail

Team player

Organised

Job description

Location: On site / Westpoint, Middlemore Lane West, Aldridge, Walsall
job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Audit & Practice
Salary: Negotiable salary

We currently have an exciting opportunity for a Credit Controller to join our finance team, based at our Head Office in Aldridge, West Midlands. This role will report directly to the Credit Control Manager.

Brief Job Description

• Actively chasing client payments by telephone, email, and letter to ensure cash is received in a timely manner and to the agreed payment terms
• Posting cash and allocating to the ledger
• Chasing and escalation of client queries within the business to ensure agreed resolutions are actioned to facilitate payment
• Keep accurate records of all clients contact to enable understanding of queries and confirmation of all clients contacted
• Attend monthly debtor meetings with partners, either via teams or at the office
• Ensure customer refunds are appropriately authorized and processed

Requirements for the role

• Minimum two years of experience within a credit control environment
• Microsoft Excel
• Well organised and used to working under pressure
• Demonstrates attention to detail and a high concern for accuracy
• Good telephone manner
• A good team player

Diversity & Inclusion at bk plus

At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.