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Credit Management Clerk

Bristol (Castlemead)
Credit & Billing
Advertising End Date:
02 Jul 2019
Vacancy Type:
Permanent - Full Time
Job Description


Credit Management Clerk DPD


Credit and Billing

Location of Position


Reporting To

Credit Management Team Leader DPD

Salary Range


Managing Of (if applicable)


Purpose of Position

To effect the timely collection of cash receipts due from debtors.

To ensure customers invoice queries are resolved in line with our credit policy and department SLA’s.

To ensure that Credit Management procedures are maintained to a standard of excellence.

Key Tasks/Areas of Responsibility

  • Ensure debt is collected in line with procedure and monthly set targets
  • Manage defaulting debtors to conclusion including suspension of services and preparation to legal action
  • Take card payments over the telephone
  • Month end cash forecasting
  • Review with Team Leader daily/ weekly on outstanding balances and queries
  • To record all communication with customers on the correct systems and ensure that system is maintained accurately
  • Manage returned invoices sent by email and update our systems with the correct contact details
  • To investigate all invoice queries received and for necessary credit notes to be raised in accordance with our credit policy
  • To notify customers of credit rejections in line with company procedure
  • Maintain call quality SLA of 80%
  • To liaise with the Team Leaders, Managers, Sales and Depots on all issues of Credit Management

Key Measures of Performance





Credit Management Clerk

Cash Collection

Plan and collect agreed cash figure by period end to include (age of debt, invoices and accounts paid in full)


0 queries pending COB Friday

Call Quality

Minimum 80% call quality scores

Incoming calls

All incoming calls answered within 10 seconds


Key Measures of Behaviour/ Skills


  • Delivering results and meeting customer expectations
  • Working with people
  • Following instructions and procedures
  • Achieving personal work goals and objectives
  • Analysing
  • Deciding and initiating action
  • Coping with pressures and setbacks


  • Writing and reporting
  • Learning and researching
  • Adapting and responding to change
  • Applying expertise and technology
  • Relating and networking
  • Planning and organising