Credit Control Assistant

Part time role ( 12-15 hours per week) Role Function To provide administrative support to the Account Manager and Team, ensuring a high-level service is provided within the accounting function. Person Profile A motivated individual who can work within a team or alone. With a high-level understanding of Excel, the person must be comfortable working with numbers and attention to detail.

They must be a skilled communicator, ensuring clients and internal queries are managed. They must have a flexible approach and be efficient meeting deadlines. Credit Control - Job Specific Functions Take day-to-day responsibility for credit control and cash collection across the customer ledger with approximately £500,000 of invoices raised each month. Proactively monitor customer accounts, ensuring invoices are paid within agreed credit terms and taking appropriate action on overdue balances.

Conduct regular aged debt reviews, prioritising high-value and overdue accounts and escalating potential payment risks where necessary. Chase outstanding debts by email, telephone, and written correspondence, maintaining clear records of all collection activity and agreed payment dates. Build effective relationships with customers and internal stakeholders to resolve queries, disputes and missing information that may delay payment. Agree actions, responsibilities and deadlines with relevant colleagues and customers to ensure issues affecting payment are resolved promptly.

Carry out credit checks on new customers provided by the Sales Department and make recommendations regarding appropriate credit limits and payment terms. Set and monitor customer credit limits based on credit checks, trading history and payment performance, escalating concerns where appropriate. Maintain accurate customer account information on Xero and update Collabit with relevant accounting and credit-control information. Reconcile bank transactions on Xero and ensure customer receipts are accurately allocated to the correct accounts.

Manage and maintain an organised filing system for remittances and payment documentation. Contribute to maintaining strong cash flow, debtor performance and working capital, with a particular focus on reducing overdue debt and ensuring timely collection of the company’s monthly invoicing.