Job Description

Credit Control Clerk

Our client is seeking an organised and customer-focused Credit Control Clerk to join their established finance team based in York.  This is an excellent opportunity for someone who enjoys working with customers, resolving queries and maintaining accurate financial records. The successful candidate will manage a portfolio of accounts, ensuring payments are received on time while building positive relationships with customers and colleagues across the business.

Benefits

York – Clifton Moor

• 21 days' annual leave plus bank holidays.
• Monday to Friday working hours, 8.30am to 5.00pm.
• £26,000 p.a.
• A friendly and collaborative team environment.
• Opportunities to develop your skills and experience within an established business.

Responsibilities

The position offers a varied workload, combining credit control, customer service and administrative responsibilities within a supportive team environment.
As Credit Control Clerk, the successful candidate will be responsible for:

• Managing a designated portfolio of customer and branch accounts, providing additional support to colleagues when required.
• Proactively contacting customers regarding overdue invoices and upcoming payment dates.
• Handling inbound and outbound telephone enquiries professionally and confidently.
• Investigating and resolving account queries, working closely with customers and internal departments.
• Developing and maintaining positive working relationships with customers and colleagues.
• Keeping customer account information accurate and up to date, including contact details and addresses.
• Providing invoice copies, statements and other account documentation when requested.
• Carrying out credit checks on new and existing customers.
• Reviewing and processing new credit account applications in accordance with company procedures.
• Identifying and escalating overdue accounts, payment concerns and unresolved queries where appropriate.
• Providing general administrative support to the credit control function.
• Maintaining accurate records and ensuring customer information is handled confidentially.

Qualifications

Our client is looking for a confident communicator with excellent organisational skills and a methodical approach to managing customer accounts.

Essential:
• A professional and confident telephone manner.
• Strong communication and customer service skills.
• Excellent organisational skills and the ability to prioritise a busy workload.
• Confidence discussing outstanding payments and resolving account queries.
• Accurate data entry and administrative skills.
• Good problem-solving abilities and attention to detail.
• Competence using Microsoft Office, particularly Excel and Outlook.
• The ability to work independently and as part of a team.
Desirable:
• Previous experience in credit control, accounts receivable, customer service or financial administration.
• Experience managing a portfolio of customer accounts.
• Familiarity with credit checking procedures or credit reference systems.
• Experience processing new account applications.
• A positive attitude and willingness to learn new systems and procedures.

Day-to-Day

This is a varied role involving regular customer contact and responsibility for maintaining effective credit control processes. Typical activities will include:

• Contacting customers to follow up on outstanding balances and arrange payments.
• Liaising with colleagues to investigate and resolve account queries.
• Processing credit applications and carrying out relevant checks.
• Monitoring customer accounts and highlighting potential payment concerns.
• Updating account information and maintaining accurate records.
• Supporting the wider finance team with administrative tasks and reporting.


This opportunity would suit someone who is organised, confident communicating with customers and enjoys combining financial administration with problem-solving and relationship management.

We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

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 http://www.charterhouserecruitment.co.uk/privacy-notice/

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