Credit Policy Manager

1 month ago


Reading Berkshire, United Kingdom Aimee Willow Connex Ltd Full time

Job Description:
To proactively manage the client relationship across a mixed portfolio of funding lines, seek opportunities and administer the effective strategies on behalf of direct line management, thereby managing the risk and prolonging the life of the Client’s facility. To deliver an excellent operational service to the Clients within your own allocated portfolios.
Main Duties:
• Responsible for the posting of cash against a portfolio before 11am deadline.
• Ensure a basic understanding of the business when chasing debts.
• Manage a portfolio of full-service clients.
• Chase outstanding debts by telephone, email, and letter in line with the client credit
control schedule.
• Performing full chase on each client each month.
• Using call back sheets to ensure all calls are captured.
• Verifying debts on the system when chasing.
• Agreeing repayment plans where appropriate.
• Recommending accounts for solicitors where appropriate.
• Dealing with customer collections within the system.
• Setting up and maintaining client files for credit control purposes.
• Communicate regularly with clients and provide written updates if issues arise.
• Attend credit control meetings when requested & contribute to new initiatives to
improve the operational efficiency of the business.
• Ensure client queries are communicated and dealt with effectively to all parties.
• To perform monthly Sales Ledger Reviews and ensure these are completed within
agreed timescales with the CM.
• Setting up and maintaining client files for credit control purposes.
• Communicate regularly with clients and provide written updates if issues arise.
• Ensure client queries are communicated and dealt with effectively, to all parties.
• To perform monthly Sales Ledger Reviews and ensure these are completed within
agreed timescales with the CM.
EXPERIENCE
• Minimum 6 months’ experience of dealing with the public or customers, over the telephone, face to face or via email
• Previous credit control experienced desired
SKILLS
• Good communication skills and are able to maintain a high level of professional conduct with internal and external stakeholders
• Are customer centric and are able to foster a culture that places the customer at the heart of what they do.
• Are practical and intuitive around risk awareness and have an ability
to recognize issues and flag to their CM or RM.
• Have an ability to undertake a broad review of customer paperwork to match the invoice back to purchase order and delivery.
• Competent with use of C3 based applications and MS office led
operating systems.
• Understand and seek continual replenishment of the key
features of the companies core and specialist offerings. Recognise cross selling opportunities within the portfolio.
PERFORMANCE GOALS:
• To keep within the target debt turn for the company.
• To undertake a level of call activity as set and monitored by the Company.
• To achieve monthly cash targets.
• To complete all tasks within given timescales
• To provide excellent customer service whilst maintaining acceptable risk levels
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