Punjabi speaking Credit Controller

Location:

Doncaster

Salary: A GBP 28,000 : A GBP 30,000 per annum

Vacancy Type:
Permanent

• Manage and maintain a portfolio of customer accounts.
• Monitor customer balances and aged debt reports daily.
• Ensure customers adhere to agreed credit terms and payment schedules.
• Contact customers by telephone, email, text and written correspondence regarding overdue balances.
• Chase outstanding debts and negotiate payment arrangements where required.
• Apply late payment charges in accordance with Company policy.
• Escalate high:risk or problematic accounts to management when necessary.
• Place customer accounts on stop when authorised due to overdue debt.
• Assist with legal debt recovery processes where required.
• Liaise with solicitors, debt collection agencies, and bailiffs when instructed.
• Support the reduction of aged debt and achievement of collection targets.

• Set up new customer accounts in accordance with Company procedures.
• Conduct credit checks using approved systems including Credit Safe and Companies House.
• Complete and maintain Anti:
  
  Money Laundering (AML) checks and supporting documentation.
• Review customer creditworthiness and assess financial risk.
• Maintain accurate customer account information and records.
• Update customer details within Sage and other Company databases.
• Ensure customer files and records remain compliant and up to date.

• Raise, process, print, and distribute customer invoices and credit notes.
• Create and issue proforma invoices as required and produce manual proforma invoices when necessary.
• Maintain and update proforma pricing information and prepare daily customer balance reports.
• Send invoices, statements, and account balances to customers and drivers.
• Produce customer statements and reminder letters.
• Ensure all sales ledger documentation is accurately filed and recorded.

• Review and reconcile daily bank receipts and upload customer payments into Sage.
• Allocate receipts accurately against customer accounts and investigate and resolve payment discrepancies
• Reconcile customer accounts regularly to maintain ledger accuracy.
• Resolve invoice queries and disputed balances promptly.
• Reporting and Monitoring
• Prepare and maintain daily credit control records and spreadsheets.
• Produce weekly credit control and aged debt reports.
• Monitor customer balances and provide updates to management.
• Report collection activity and overdue accounts to the Credit and Treasury Manager.
• Maintain accurate debtor reports and aged debt analysis and monitor payment trends.
• Support month:end reporting and finance administration activities.

• Check transport sheets daily to ensure all deliveries have been invoiced correctly.
• Prepare and maintain weekly operational sheets and reports.
• Ensure daily and weekly records are updated accurately and on time.
• Review proforma customer balances and maintain accurate records.
• Ensure customer payment allocations are completed promptly and monitor shared finance inboxes and respond to enquiries.
• Liaise with Sales, Transport, Operations, and Finance teams to resolve account issues.