General Responsibility-

 

Working within the Operations Department providing support to the Client Management  teams for proactive management of a portfolio of clients.

To deliver exceptional Client service, maintain internal and Client relationships and effectively identify any risks to prevent loss of income and reputation to our business.

 

Responsibilities-

 

Credit Control:

• To deliver and maintain proactive and effective

collections processes, whilst delivering excellent service to the Clients.

• To ensure collection and follow up calls are made within

agreed timescales.

• To ensure adequate levels of verification are maintained

on the Clients Ledgers at all times.

• To record and maintain up to date debtor contact

details  

• To record and maintain debtor diary and collection

notes on the operating system.

• To assist the data processing team by obtaining

remittance advices and allocation details for expected

debtor receipts.

• To identify any sales ledger queries and work closely

with the Client Management teams to ensure that

Clients resolve disputes quickly and are aware of any

difficult recovery situations that may require legal

action.

• Maintaining first class Client relationships, ensuring that

excellent levels of service are delivered so that Client

satisfaction levels remain high.

• To make recommendations on how the Credit Control

function can be improved/enhanced.

 

Risk Management:

•To ensure the security of funds at all times,

minimising client losses and bad debts.

• To work closely with the Client Management teams in

reviewing and scrutinising debt collectability and

recoverability on a daily basis.

• To provide regular feedback to the Client Management

teams about any debt issues that may impact upon

security or client retention.

 

Maximise Income:

 ▪ To identify and introduce new business opportunities

where appropriate.   

 

Internal Customers:

▪ To work closely with all other Departments to ensure

that the Operations department runs in an efficient and

professional way at all times. Any issues or concerns

should be escalated to senior management

immediately.

▪ To provide staff training where appropriate.