Company:
Proactive Personnel Ltd
Location: Burntwood
Closing Date: 27/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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
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Proactive Personnel Ltd
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