About the role
Credit Controller
Reporting to: Client Support Manager
Purpose:
Support the business by ensuring Nursing Direct debts are collected as per agreed terms. Collaborate with the operations team and client support team to complete all weekly and monthly tasks. Resolve queries within the Client Support and Operations teams to expedite outstanding debt collections. Address and resolve any queries related to Nursing Direct clients for prompt debt resolution.
Objectives:
Partner with the Client Support Team Leader to reduce debtors and enhance cash collection for Nursing Direct.
Work closely with the NDHL operations team to ensure smooth invoice payments for onboarded clients.
Generate weekly outstanding invoice reports from Sage.
Meet weekly and monthly cash collection targets.
Perform daily cash allocation from RBS bank statements.
Conduct weekly bank reconciliations for the Nursing Direct ledger.
Assist the Client Support Team Leader in ensuring timely completion of weekly and monthly tasks.
Verify new packages or clients onboarded weekly to prevent delays in invoice payments due to missing data.
Resolve disputed or queried invoices in the Nursing Direct ledger within 45 days.
Maintain the client support inbox for the Nursing Direct ledger.
Provide weekly updates on outstanding invoices, including collected cash and problematic clients.
Ensure the Tradeshift portal is managed effectively, addressing any exceptions or unuploaded invoices promptly.
Understand the process of raising Nursing Direct credit notes using Tempaid.
Responsibilities:
Credit Control:
Manage the Nursing Direct ledger debt book and cash collection.
Collect outstanding debt through daily client communication.
Send weekly Credit Hound reminder letters and follow up with clients as per agreed terms.
Meet weekly cash collection targets to achieve monthly goals.
Raise credits and re-invoice in Tempaid.
Manage online portal invoices and credit notes, reconciling accounts with Tempaid data.
Allocate cash daily.
Conduct welcome calls for new clients or packages to ensure correct invoicing and timely payments.
Escalate unresolved issues in weekly meetings and updates.
Reconciliations:
Complete Nursing Direct RBS bank reconciliations weekly and monthly to meet deadlines.
Invoicing Queries:
Handle Nursing Direct Client inbox queries promptly and professionally, responding within 24 hours.
Coordinate with the NDHL operations team to resolve client queries swiftly.
Report unresolved issues to the Client Support Team Leader.
Payroll Queries:
Assist payroll with timesheet processing clarifications and support.
Manage changes to existing contracts, ensuring smooth operations with clients.
Understand and complete Nursing Direct credit notes in Tempaid.
Credits:
Raise credits for Nursing Direct as needed, maintaining accurate records.
Collaborate with the payroll team to ensure timely credit issuance.
General:
Work with the Client Support and NDHL Operations teams to improve processes, reduce errors, and minimize credit issuance.
Maintain ledger accuracy post-Templink.
Cover for team members during leave periods.
Train team members on tasks for coverage during absences.
Perform ad-hoc duties as required.
Requirements
Experience in credit control, debt collection processes, and resolving queries and disputes.
Proficient in MS Office, particularly Excel (intermediate level, including pivot tables and VLOOKUPs).
Ability to work under pressure and meet tight deadlines.
Initiative and proactive approach to workload management.
Strong numeracy and accuracy skills.
Excellent communication, customer service, organizational, and time management skills.
Proficiency in Sage, Credit Hound, Tradeshift Portal, Tempaid system, with attention to detail.
Ability to work effectively within a team.
Ensure the completion of daily, weekly, and monthly tasks within agreed deadlines and update the Client Support Manager.
Originally posted on Himalayas