Credit Controller - - Port Elizabeth

CREDIT CONTROLLER- JOB SPEC

Duties and Responsibilities:

Collections (End-to End Process):

Collections on outstanding accounts as per assigned aging report.
Following protocol in line with Standard Operating Procedures (SOP) when dealing with different account aging buckets.
Receiving inbound calls/ensuring outbound quality call quota is reached daily/weekly/monthly.
Meeting monthly collection target and reducing portfolio risk (High Risk Accounts (90-120D)
Ensure all payment plans are adhered to.
Escalation and assistance of account related queries (Billing/Statements/Payments).
Ensure Debit Order return process is followed.
Follow-up on Broken PTP’s and outstanding queries in-order to recover payment.
Manage Holds in line with Aging Bucket (Adding/Removing).
Students must be suspended for non-payment after 90 days. List to be prepared and Escalated to Senior to action.
Accounts must be handed over to Pre-Legal after 120 days. Handover checklist to be completed and escalated to Senior to action.
All communication must be done in line with Standard Operating Procedures (Type and Time)
Detailed notes to be placed on Excalibur (Collection System) for all allocated accounts.

Administration/Customer Service:

Prepare documents for Adjustments/Refunds/Transfers/Bursaries/Payment Plan change for Campus Senior/National Senior.
Accurate processing of unallocated payments. To be reviewed by National Senior.
Work closely with admission team to resolve cancellation queries and close loop with customer.
Credit Balance investigation. Updating Notes on Excalibur.
Handle account queries or complaints and provide appropriate solution and alternatives.
Assisting and dealing with queries and walk-ins when based at campus.
Build sustainable relationships with internal and external stakeholders through open and interactive communication in-order to resolve outstanding account queries

Quality Management and Reporting:

Evaluation of all Key Performance Area.
Items such as quality of work, deadlines met, and query handling will be checked.
Quality of e-mails, calls and letters sent will be evaluated.
Quality of notes and information saved in Excalibur.
Reports and documents prepared and sent to Campus Senior/National Senior will be audited.

Competencies Required: