Credit Control Advisor

Education/Qualification

• Level 3 Credit Control & Debt Management
• 2008 – NVQ Level 2 in Customer Service
• 2001 – Matthew Moss High School – 8 GCSEs including Maths & English

Systems used

• Microsoft Word and Excel – Intermediate
• Sage Line 50
• Axis / SAP Ariba
• In house systems and Customer Portals

Career Summary

Previous Employer – Security Systems(Placed via Recruitment Solutions (NW) Ltd

Position – Credit Control Advisor

Dates – January 2023 – September 2025

• Reported to the Finance Manager and Credit Control Managers – worked as part of a Team of 4 people
• Worked on a Ledger of c 150 Client Customers – ranging from SME’s / Sole Traders to larger PLCS
• Monthly worked across an Aged Debt valued at c £2.5 million
• Credit Control by Telephone / Letter and Email – Query Management and Resolution of issues that are preventing Payment – worked with Internal and External Stakeholders
• Issues Copy Invoices and Statements when needed
• Additionally worked across Client Customers who had their own Portals such as Tradex, Web contractor and SAP Arib
• Responsible for running of Credit Checks on new Customers and existing ones looking to increase Credit Limits / responsible for ensuring Company Insurance Procedures / Polices are followed
• Assisted with preparation and reconciliation of Banking
• Ad hoc duties

Previous Employer – Production of Materials used in Construction and Mining

Position – Admin Assistant (part time)

Dates – July 2021 – December 2022

• Reported to a Senior Manager – works across a role that covers elements of Finance / Customer Service and Administration
• Used Sage Accounting for Invoicing and Bank Account Management
• Created Excel reports for invoices received
• Downloaded Invoices from external sites to input into Sage
• Logged between 20-30 invoices daily

Previous Employer – UK-based Payment Processing Company

Position – Sales

Dates – January 2020 – March 2020

• Worked from home and reported to a manager
• Handled a high volume of outbound calls – up to 80 dailies
• Liaised with customers to sell card payment devices
• Worked toward KPI targets for daily sales
• Booked appointments for new potential customers

Reason for Leaving: Didn’t enjoy working fully remote.

Previous Employer – Swiss Vending Machine

Position – Credit Control Advisor

Dates – December 2018 – December 2020

• Worked in a small team of 6 and reported to both Credit Control Managers
• Made outbound calls to the business they worked with to manage/collect overdue debt
• Worked with huge UK businesses – Morrisons, Waitrose, tec.
• Managed clients’ invoices and statements
• Worked across over 100 accounts and collected debt of up to £500,000
• Liaised with multiple departments when attempting to resolve queries

Reason for Leaving: Terminated due to COVID

Previous Employer – Global Provider of Cloud-based Security Solutions

Position – Credit Control / Account Manager

Dates – March 2014 – August 2018

• Reported to Finance Director worked as part of a Team of 2 – worked across c 800 live Accounts
• Ledger was split Geographically Amy was responsible for the North of England, Midlands, Scotland, and Northern Ireland
• Clients range from large National Customers including Stearns, City Electrical and TLC through to SME’s and Sole Traders
• Responsible for all aspects of Credit Control by Telephone / Letter and Email – worked with larger Companies with a dedicated Account Manager
• In all instances would work to build and maintain relationships that would assist with resolution of issues that were preventing Payment / incorrect Payments
• Extensive Query Management and Resolution – accurate update of System and Database Records
• Worked from an Aged Dent Listing – prioritising Accounts to Credit Control
• Had the Authority to Place Accounts on Stop – sent 7 Days and Legal Letters – worked to also send Copy Invoices and Credit Notes
• Worked to take Payments via Debit and Credit Card and BACS responsible for correct Allocation
• Responsible for the setup of Customer Accounts which involved making decisions based on initial Credit Checks and subsequent setting of Credit Limits – used Credit Safe
• Responsible for continuous review of Credit Limits – constantly liaised with the Finance Director re potential issues
• Worked alongside the Sales Department to decide on taking customers off stop, placing orders when accounts were on stop due to overdue payments and discussing credit limit increases

Position – Customer Contact Co-ordinator

Dates – February 2005 – March 2014

• Based in a team and responsible for hitting sales targets as an individual and as part of that team
• Developed an excellent knowledge of all the company products, and was able to communicate with customers in all aspects of the industry
• Able to work as an individual and under pressure including developing new sales leads
• Responsible for contacting the customers to ensure they were receiving the correct level of customer care and to ensure that all queries were dealt with in a professional manner

Reason for Leaving; significant downturn in business