Credit Control Clerk

Credit Control Clerk – CEF Manchester Region

Location: York, Clifton Moor – YO30 4RA
Department: Credit Control
Reports to: Credit Management Team
Employment type: Full-time

Hours: Monday – Friday 8:30am to 17.00pm (1 Hr Lunch Break & 21 Days Annual Leave)

Salary: £

Role Overview

We are seeking a customer-focused and organised Credit Control Clerk to provide credit control and administrative support across the Manchester Region (68 Branches in total) The successful candidate will manage a portfolio of approximately 20-25 branches, helping to maintain effective customer relationships while ensuring payments are received promptly.

This role involves regular telephone contact with customers, resolving account queries, carrying out credit searches, opening new credit accounts and producing reports for the management team.

Key Responsibilities

• Provide dedicated credit control support to approximately 20-25 branches. Will also need to provide support across the other branches to cover holidays or absence.
• Contact customers regarding overdue balances and payments approaching their due dates.
• Handle inbound and outbound telephone calls professionally and confidently.
• Respond to customer and branch account queries, investigating and resolving issues promptly.
• Build positive relationships with customers and branch staff.
• Updating customer details, contacts, emails and addresses.
• Providing copy invoices and statements upon request.
• Carry out credit searches on new and existing customers.
• Review and process applications for new credit accounts in line with company procedures.
• Escalate unresolved queries, high-risk accounts and persistent non-payment when required.
• Provide general administrative support to the credit control function.
• Ensure customer information is handled accurately, securely and confidentially.

Skills and Experience

Essential

• Confident and professional telephone manner, covering both inbound and outbound calls.
• Strong customer service and communication skills.
• Good organisational skills, with the ability to manage multiple accounts and priorities.
• Comfortable discussing outstanding balances and requesting payment from customers.
• Accurate data-entry and administration skills.
• Ability to investigate queries and follow them through to resolution.
• Competence in Microsoft Office, particularly Excel and Outlook.
• Ability to work independently and as part of a wider finance team.

Desirable

• Previous experience in credit control, accounts receivable, customer service or financial administration.
• In the absence of the above a confident learner who works well as part of a team and who can build positive relationships.
• Experience managing a portfolio of customer accounts.
• Familiarity with credit searches and credit-reference systems.
• Experience opening new credit accounts and reviewing credit applications.

Personal Attributes

• Customer-focused, approachable and professional.
• Confident, resilient and comfortable having payment-related conversations.
• Methodical, accurate and attentive to detail.
• Proactive and able to manage deadlines.
• Calm under pressure, with a practical approach to problem-solving.
• Able to build productive working relationships with customers, branches and management.