Financial Services Specialist

4 days ago


Usk, United Kingdom JAM Recruitment Ltd Full time
Cash Allocation Specialist

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
Requirements:
  • 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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