Credit Control Assistant

2 months ago


Colchester, United Kingdom Whitehall Resources Full time

Here at Whitehall, we are currently hiring for a Credit Control Assistant on a Full-Time basis to join our Finance team, reporting to the Credit Control Manager. This is an exciting time to join a growing business which offers a wide range of benefits including working from home, private healthcare and a multitude of rewards/incentives. As a Credit Control Assistant, you will play an essential role in ensuring debt recovery and process efficiencies. It is essential to have knowledge and insight into credit control therefore experience in a credit control role previously is essential.


Who are Whitehall Resources? We are a specialist SAP, IT & Data recruitment agency based in Colchester, Essex with offices in the UK, Europe and the US. We work with some of the biggest and best-known companies in the world in their search for specialist-skilled professionals. We are multi-award winning and have been recognised as one of the largest IT staffing firms in the UK & Europe, based on 2023 turnover.


Credit Control Assistant

Ability to listen and adopt to instruction with a keen eye for detail. A confident and hands on individual with eagerness to communicate both internally and externally. A can-do attitude and not afraid to get stuck in.


Ongoing and required tasks:

  • Credit Control across the 3 Whitehall entities, with minimum evidenced contact expected of at least 1 per month per client.Daily checking of bank for receipts, produce Daily cash.
  • Accurate allocation of receipts into the Finance package – liaising with Accounts Assistant if necessary for bank reconciliations.
  • Check funded/non funded clients monthly on HSBC.
  • A set minimum of calls made to clients per week as set by Credit Control Manager
  • Weekly check of new clients invoiced to call and confirm receipt and processing
  • Produce weekly debtor reports to include reasoning for overdue and updates on movements to Credit Control Manager.
  • Produce weekly disallowed tracker with updates and call log to Credit Control Manager.
  • Run unallocated cash report weekly to match invoices and credits to keep ledger tidy.
  • Completion of new client checklist to ensure all details required are received and added to the system to include receiving Client Vendor forms.
  • Maintain up to date client information in Finance package to ensure no missing credit limits/contact details.
  • Check CreditSafe weekly to match clients and bring to Credit Control Managers attention any high-risk clients.
  • Raise and send invoices to clients daily, for each Whitehall entity and import into the Finance package
  • Manage the Invoicing and Credit Control inbox’s replying to queries in a timely manner.
  • Liaise with clients professionally to resolve invoice issues that may delay payment to us.
  • Add purchase orders onto InTime when received and chase the client for new PO’s if expired or missing.
  • Regularly look at un-invoiced time and liaise with Accounts assistant, contractor or consultant to obtain missing time.
  • Reconcile client self-bill invoices when invoices have been generated and resolve any discrepancies.
  • Provide Credit Control Manager with weekly updates on any issues as a cause of concern, such as any invoices that cannot be sent or PO’s that cannot be obtained.Any other ad hoc or such requests as provided by the Credit Control Manager.



  • Colchester, United Kingdom Whitehall Resources Full time

    Here at Whitehall, we are currently hiring for a Credit Control Assistant on a Full-Time basis to join our Finance team, reporting to the Credit Control Manager.This is an exciting time to join a growing business which offers a wide range of benefits including working from home, private healthcare and a multitude of rewards/incentives.As a Credit Control...


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    Here at Whitehall, we are currently hiring for a Credit Control Assistant on a Full-Time basis to join our Finance team, reporting to the Credit Control Manager.This is an exciting time to join a growing business which offers a wide range of benefits including working from home, private healthcare and a multitude of rewards/incentives.As a Credit Control...


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