Credit Controller

Burntwood

Monday to Friday

10am - 2pm

Daily Tasks:

Scan onto Computer previous days Customer PODs
Attach PODs to relevant Sales Order within Unleashed Programme
Complete Sales Orders within Unleashed Programme that have PODs attached
Check with Sales Staff if “Drop Ship” Orders on Unleashed have been delivered and complete accordingly
Approve all Draft Invoices in Xero and email out to Clients
Where applicable Upload Daily Invoice amounts to Novuna System
Check Company Bank Account & Novuna System for incoming Customer Payments and allocate within Xero
Review Customer Credit Limits Using both Unleashed and Xero for reference
Apply for Increased Credit Limits through Novuna where applicable
Chase Clients for Payments where Overdue or Over Credit Limit, either via email, phone or legal proceedings depending upon Severity
Review & Send Internal Email out of Customer STOP list – update accordingly within Unleashed Programme

Ad Hoc Tasks:

Open new customer accounts upon receipt of Credit Account Application Form by reviewing Credit Worthiness utilising “Credit Safe Login” / Novuna / Seeking Director Approval
Keep Customer Account Details up to date, whether change of addresses, contact details or Key Staff members
Raise Customer Credits when required
Answer Phone Line and Assist with taking enquiries / messages
Send out Customer Statements on the 1st working day of each month via email
Send out copy Invoices as requested by clients
Collect Drivers Timesheets, confirming hours with Operations Director before submitting to Payroll on the 23rd of each month
Send out Pro-forma Invoices to Clients when requested by Sales Office and Confirm when payments are made so Orders can be released
Calculate & Raise Customer Rebate Credits when Required (2 or 3 clients once each per year)
Prepare for & Attend Monthly Credit Control Meeting with Finance Director (on or around 15th of each month)

Ideal candidate:

Minimum 3 years Credit Control experience
Experience using Xero Software & General Booking Keeping Duties
Excellent communication skills
Experienced working within wholesale / distribution business would be advantageous
Can commit to being in office 4 hours per day, 5 days a week.

Sales Ledger Clerk