Financial Services Specialist
4 days ago
We are seeking a skilled Cash Allocation Specialist to join our team at JAM Recruitment Ltd. As a Cash Allocation Specialist, you will be responsible for managing cash allocation, debtor reviews, and credit management.
Key Responsibilities:- Manage cash allocation and debtor reviews to ensure accurate and timely processing
- Prepare key areas of discussion and escalation for senior stakeholders
- Produce and distribute debtor meeting minutes
- Work closely with internal colleagues to ensure data is shared and reflected in the credit management system
- Clearing down customer accounts, reconciliations, and issuing customer statements
- Attend and support debtor meetings, query management, and resolution
- Intermediate level Excel skills
- Good interpersonal and influencing skills
- Strong organisational skills and clear communication
- Vigilant approach to problem solving
- Great attention to detail
If you have the skills and experience required for this role, please send a copy of your CV to Tom McGuire by clicking the "apply now" button.
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