Get AI-powered advice on this job and more exclusive features.
* To follow credit policy & procedures as endorsed by the Board.
* Management and collection of On Trade and Trade debt over 90 days old.
* Maintain 90-day debt at 5% or lower (closing balance each month - excluding credits).
* Risk assessment and approval of new account openings.
* Accurate allocation and posting of BACS and card payments received from customers.
* Positively contribute to the Corney and Barrow monthly collection target.
* Collection and follow up of annual storage fees.
* Release and monitor held orders on a continuous basis.
* Ensure that payment is received prior to delivery for payment with order customers.
Specific Responsibilities:
Credit Control
* Record all communications with customers on their specific account within the CRM system.
* Respond to customers’ requests and/or queries daily, escalating to the Sales Account Manager where needed.
* Pro-actively monitor customers’ orders being held throughout the day, with particular focus at peak periods. Place orders on hold if the customer is over their credit limit or overdue.
* Assess credit limits monthly, increasing or decreasing as appropriate, to mitigate the company’s exposure to bad debt and to prevent orders holding unnecessarily.
* Follow up outstanding annual storage fees by telephone call, email, or letter, with recommendations for future action.
* Participate in monthly aged debt review meetings with Sales Managers. Review and agree actions on overdue debt.
* Update reports in advance of quarterly ledger review meetings held with the Credit Manager.
Risk Assessment and Customer Account Maintenance
* Ensure compliance with the private and commercial customer application process.
* Ensure that the Sales Team submit correctly completed account application forms and internal account creation request forms for all new customers requiring credit terms.
* Liaise with the Company’s credit reference agency to obtain credit reports for all new On Trade / Trade customers and obtain AML reports for all new private customers requiring credit terms.
* Submit all documentation to the Credit Manager for authorisation of credit terms that are above your limit and ensure these are applied accurately to the CRM system.
* Create any new accounts on the CRM system where required.
* Ensure that any non-credit term accounts (e.g. payment with order) have the correct account settings applied.
* Accurately reconcile, allocate and post daily cash receipts including cheques, BACS, Direct Debits, and credit/debit card payments.
* Ensure that unallocated cash is kept to a minimum.
* Raise any refunds and obtain authorisation as applicable.
Candidate Requirements:
* The successful candidate will be able to demonstrate that they have had 1 to 3 years previous experience in sales ledger management and credit control.
* This is a wide-ranging role that will support our customers who range from prominent private individuals to top end hotels and restaurants.
* The ideal candidate will need to be able to trust and use their own initiative and work independently.
* Strong analytic and numeric skills.
* Able to prioritize your workload and demonstrate flexibility.
* Effective communication and interpersonal skills.
* Ability to build relationships with internal stakeholders is essential.
* Persistence and tenacity, able to use soft power to achieve the required result.
* Previous experience in a wine or luxury retail environment would be an advantage.
* Previous experience in using Microsoft Dynamics AX or Microsoft Dynamics Navision an advantage but not essential.
To apply, please submit your resume/CV along with a cover letter highlighting your relevant experience and why you are interested in joining Corney and Barrow.
Please note all applying for this role must be eligible to live and work in the UK, documented evidence of eligibility will be required if you're progressed to interview stage.
CLOSING DATE 31 March 2025 (Please note we reserve the right to close the application early or extend, depending on application response.)
*THIS ROLE IS IN PERSON ONLY - 5 DAYS A WEEK IN THE OFFICE.
Job Types: Full-time, Permanent
Pay: From £32,000 per year
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Accounting/Auditing and Finance
* Beverage Manufacturing
#J-18808-Ljbffr