Allocations & Credit Control Administrator

Title: Allocations & Credit Control Administrator

Department: Allocations & Credit Control

Director: Finance & Operations Director

Reports Directly to: Allocations & Credit Control Team Leader

Summary

An exciting and challenging role reporting directly to the Allocations & Credit Control Team Leader, the position involves managing a ledger of member accounts – dealing with all account related queries, allocation of payments and using Credit Control practices to obtain payment for unpaid invoices, includes developing new initiatives and ensuring departmental KPI’s are achieved. This is a full-time role 8:30 – 4:30pm Monday – Friday, hybrid, with two days per week working in office.

Role Summary

Reconcile and allocate payments as per KPI’s
Liaise with members to ensure outstanding queries within 6 months
Ensure no aged debt over 18 months
Reconciling member accounts
Chasing member accounts via telephone and email
Providing monthly updates to Credit Risk Team Manager / Head of Credit on any unpaid balances
Have no manual deductions (invoices without known queries) over 90 days
Supporting team members where required
Ad-hoc duties which may arise

Communication and Working Relationships

Create productive working relationships with all staff (internal)
Develop and maintain relationships to a high standard with all members as required (external)

Dimensions and Decision Making

Be proactive in the suggestions of improvements to working practices
In conjunction with the Allocations & Credit Control Team Leader, ensure that all regulatory requirements are met in an accurate and timely fashion

Skills, Knowledge, and Experience

GCSE’s A to E (including Maths & English) or equivalent
Self-motivated
Action a high volume of customer queries
Credit control experience is an advantage
Good communication skills – both verbal and written
Previous experience within a busy sales ledger environment is essential

Performance Standards

Educated to a good standard of numeracy and literacy
Highly computer literate in particular Word, Excel and PowerPoint
Possess high degree of accuracy
Willingness to work outside contracted hours
Enjoy working with people of differing cultures, backgrounds, and positions
Goal oriented
Good organisational skills
High level or integrity and credibility
Openness to change
Motivated self-starter, resourceful
High quality verbal and written communication
Effective time management
Flexible, innovate, and creative
Excellent interpersonal skills
Customer focused
Attend meetings as required and to provide a positive contribution to those meetings
To fulfil all company objectives to a satisfactory conclusion

Personal Standards

Smart appearance
Self-motivated to operate with limited supervision in a disciplined and organised way
Must have a professional attitude
Ability to delegate, manage and motivate your team
Must have the ability to organise and prioritise to meet strict deadline
Must possess a can-do attitude to work
Must be persistent and thorough
Must be proactive and quick thinking
Capable of working under pressure to meet necessary deadlines
Willingness to accept constructive criticism and handle pressure in a professional manner
Must have ambition, desire and commitment to succeed
Multitask management of initiatives and activities both personal and team