Job Title Credit Administration Clerk - 3 Months initially

Location Cannock, Staffordshire

Job Purpose

To action the processing of payments received, credit accounts received, customer file amendments and any other documentation following the documented procedures within the agreed SLA's.

Key Activities

• Process all new account applications within two hours of receipt
• Open new accounts - Sage, SAP, Wims, Haz Waste, Non Haz Waste, update new account book, save PDF version of account in folder
• Assist internal customers with queries concerning potential credit accounts including referred and refused applications
• Deal with external customer queries regarding their credit report whilst maintaining data protection at all times
• Process manual Invoice and Credit Note requests and raise Pro-forma Invoices
• Follow the billing process for customers on SAGE & SAP - Involving validation, printing and distribution of the customer invoices
• Process all account amendment requests on existing credit accounts in Sage and the appropriate SOP system
• Amendments to Sage, SAP and other SOP systems - check for correct authority, date stamp amendments, file amendments & resolve queries in Salesforce
• Review and process all amendments to Direct Debits on customer accounts in Sage in line with company and legal requirements
• Load new Direct Debits to customer data in various systems to align customer master data
• Open and distribute all internal and external mail
• Support other teams in the credit control department
• Any Ad-Hoc duties as required

Key Responsibilities

• Ensuring that customer details and credit limits are accurate and sufficient to trade
• Ensuring that billing is completed with the SLA's and accurately
• Resolving queries and referred credit applications to enable accounts to be opened
• Maintaining Data Protection
• Ensuring that correct authorization levels have been adhered to
• Ensuring all amendments conform to company and legal requirements
• Ensuring completion and verification of Direct Debits by the 19^th of the month to enable collection of due debt
• Maintaining the values and beliefs of the department - the Credo

Skills required

• Previous experience within a similar role is required to be successful in this position
• Excellent numerical ability
• Ability to work on own initiative and effectively communicate with both internal and external customers
• Must be a team player
• Comfortable with repetition
• Polite and assertive verbal and written communication skills
• Exceptional attention to detail