Job description
Overview
Assist the depot manager in making credit and risk decisions, and ensure customers pay on time while retaining the business. Minimise the depot credit risk and maximise the depots cash flow; receiving, checking and processing all new account credit application forms and escalate any potential issues to management and assist in resolving. Support the depot in ad-hoc duties.
Main Duties
- Understanding the company’s credit control policy and adhering to it.
- Responsibility for orders over credit, taking accounts off stop and releasing orders from credit authorisation. Liaising with Head office for authorisation as per the company policy.
- Contact the customer to arrange collection of payments.
- Responsible for receiving new account credit applications and processing.
- Implement accuracy with excellent attention to detail in checking all account paperwork received.
- Identify and clarify what terms and limit the customer requires.
- Processing credit checks and asset checks for new customers.
- Obtaining signatories where required from internal management.
- Set up new accounts on trinity GUI.
- Reviewing weekly aged debt report and having weekly account manager reviews.
- Reporting back to head office on a weekly basis filling out the reports that had been provided to monitor the debts.
- Build good relationships with internal and external customers.
- Responsible for cash postings.
- Processing Credit Limit Increase requests when necessary, once authorised.
- Dealing with any bounced payments.
- Raise credit notes and resolve customer queries.
- Identify and escalate any depot bad debt, to head office and assist in collection.
- The ability to take and input customer’s orders when required.
- Various other administration duties within the office when required; confirmation, sorting the post, filing, processing orders etc.
- Excellent Customer service skills.
- Use of Microsoft Excel for spreadsheets and records.
- Good teamwork skills.
- Good communication and relationship building skills.