Portfolio Group 
Portfolio Payroll 
Portfolio HR & Reward 
Portfolio Procurement 
Portfolio Payroll Canada Request a callback
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Portfolio Credit Control are currently partnered with a renowned Finance Specialist seeking a talented Credit Controller not only to join their organisation but to grow into leadership roles as their tenure increases. As a member of a busy Finance team, you will follow agreed processes to deliver a high level of client service to their existing portfolio of clients. Working collaboratively with others in the team and across the business, you will provide support and guidance as required, always putting the interests of the customer at the forefront of everything you do.
Key responsibilities
- Maintain the client relationships in a courteous and efficient manner.
- Process all client account receipts and balances.
- Reconciliation and allocation of Property portfolios.
- Manage all aspects of credit control, always exercising a high degree of diplomacy.
- Initiation, maintenance, and renewal of client loan applications
- Provide support to other internal customers, including Senior and Middle Management team.
- Balance all relevant month end reports, reconciling any discrepancies as appropriate.
- Reconciliation of bank statements.
- General administration duties in accordance with the Company Operating Procedures Manuals including:
- Maintenance of computer records
- Data Input
- Diary Management
- Handling and resolution of internal and external queries
- Adherence to all company rules.
- Comply with the Company Procedures Manuals.
Any other additional duties.
The successful candidate is likely to have the following skills, attitudes and experience
- 2 to 5 years finance transactional experience is essential.
- Experience working within an insurance broking or similarly regulated environment.
- Insurance Client Money accounting knowledge relating to finance operations is highly desirable.
- Ability to effectively liaise, influence, communicate, and negotiate with a range of stakeholders.
- A clear communicator with the ability to convey information in plain English.
- Good planning and organisational skills – methodical and able to prioritise workloads.
- A willingness to keep up to date with regulatory developments.
- A good team player, but able to work independently when required.
- Conscientious and self-motivated, with an excellent eye for detail.
INDCC
50057AB
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