Credit Controller

May 4, 2022

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Job summary

The primary function of the post is to manage and co-ordinate the forecasting, through to payment, of all current and overdue customer debt. In doing so, the post holder will maintain company DSO and ageing debt at acceptable levels, as well as projecting an accurate cash flow overview to the SLT.
The credit controller will contribute to this by managing an allocated set of customer accounts and providing regular updates as requested, whilst ensuring relevant action is taken to resolve or escalate any issues highlighted during the collection cycle. Highest levels of customer service are a must.


The main responsibilities are detailed below, although the post holder would also be expected to perform any other duties which might reasonably be required by the business.

  • Proactive daily credit management of allocated accounts via telephone, letter and email
  • Investigate and resolve internal and external customer queries in a timely and professional manner
  • To maintain an audit trail of credit control activities and collection history by regular maintenance of the Credit Control report to enable accurate, timely and realistic cash forecasting
  • To be accountable for the accurate and detailed analysis of collections to ensure cash flow forecasting is timely, effective and realistic. This includes the daily maintenance of the Credit Control report forecasting model, entering accurate forecast dates and confirming future forecasted figures
  • Assess new account applications and apply terms of trading and risk category indicators based on customer knowledge, sector type, and credit rating; set up new accounts; link new accounts/contacts to orders; check existing and potential customers against the sanctions list
  • Download, review and distribute the daily bank statement
  • Prepare requests for credit notes in line with agreed procedures
  • Weekly production of credit notes through the returns system
  • Daily production of invoices through the company invoicing engines
  • Invoices upload onto specific Customer Portals
  • Accept card payments
  • Accurate posting and allocation of customer payments by bank transfer, cheque and credit card
  • Investigate unidentified cash, keeping levels to a minimum
  • Maintenance of the team’s e-archives, including the daily scanning and filing of customer remittance advices
  • Maintain accurate and up-to-date customer information within internal systems, including (but not exclusively) contact details, invoicing and statement addresses, in line with GDPR
  • Assist with month end “cut-off” procedures and the achievement of the associated deadlines as requested by the Finance team
  • Check high value orders, monitor credit check fails on a regular basis
  • Flag GDPR requests


  • Previous experience in credit control is desirable but not essential
  • Broad understanding of company procedures
  • Understanding of the following sales ledger procedures is an advantage: − Credit management of allocated accounts via telephone, letter and email
    • Cash flow forecasting
    • Aged debt resolution
    • Query resolution
    • Credit vetting
    • Data cleansing
    • Cash posting
    • Month-end reporting


  • Organisation skills – able to prioritise own workload and be responsible for personal time management
  • Communication skills – able to express self clearly and concisely with both verbal and written communication
  • Competent to an intermediate level in MS Outlook, Word and Excel.
  • Thorough, methodical administrative skills
  • Judgement – able to apply business and professional knowledge objectively in weighing up facts and context, and able to prioritise effectively

Trustmarque is an award-winning IT partner that delivers IT solutions allowing our customers to work smarter and more effectively. We simplify business, through a flexible and cost-effective approach that empowers organisations and their people. Giving honest, simple, and independent advice we help our customers to navigate an increasingly complex world of IT – and that’s exactly what you’ll do too, if you join our talented team here.

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