Role Summary:

The successful candidate will be responsible for ensuring effective collections, processing receipts and debit orders, resolving customer queries, and maintaining accurate financial records.

Responsibilities:

• Monitor and manage the Finance mailbox, ensuring queries and requests are dealt with promptly.

• Manage the full debtors’ collection process, including telephone and email follow-ups.

• Create and maintain customer debtor accounts on Sage X3.

• Process and allocate customer receipts, debit orders and bank transactions accurately and timeously.

• Prepare and distribute customer invoices, statements and supporting documentation.

• Investigate and resolve invoice, payment and account discrepancies.

• Process authorised credit notes and refunds in accordance with company procedures.

• Maintain the Debit Order Master File and ensure new debit order clients are accurately captured.

• Prepare and process debit order batches and monitor rejected debit orders.

• Send monthly debit order notices and suspension notifications within required deadlines.

• Follow up on outstanding accounts and escalate collection challenges to management when necessary.

• Liaise with Sales and Technical teams to resolve customer and account-related issues.

• Ensure all required documentation and approvals are obtained before processing credits, refunds and adjustments.

• Ensure adherence to company Sales and Finance processes and internal controls.

• Ensure Zendesk tickets assigned to the Credit Controller are resolved within the required SLA.

• Prepare accurate debtors’ reports and provide management with relevant collection and account information.

• Assist the Finance Department with other reasonable duties as required.

Qualifications Required:

• Grade 12 / Matric certificate.

• Credit Management qualification or experience will be an advantage.

Work Experience:

• 3–5 years’ Credit Control experience.

• Experience in consumer and corporate collections.

• Excellent Excel skills.

• Experience working with Sage/X3, Pastel or similar financial systems will be advantageous.