Credit Controller

SUMMARY:
Department:  Finance
Reporting to: Financial Manager
 
Role purpose:
The Credit Controller is responsible for managing an allocated debtors portfolio, ensuring timely collections, minimising overdue debt, and maintaining strong customer relationships.
 
The role requires a hands-on, persistent, and detail-oriented individual who takes ownership of collections, actively drives payment resolutions, identifies potential risks, and ensures that customers honour their payment commitments, while working effectively under pressure.
 
Key responsibilities:
Debtors portfolio and collections:

• Manage an allocated debtors portfolio and ensure collections are made within agreed payment terms.
• Proactively follow up on overdue accounts and secure payment commitments from customers.
• Monitor customer balances, payment terms, and credit limits.
• Review debtor age analyses and take appropriate action to reduce outstanding debt.
• Meet monthly collection targets and contribute towards reducing debtor days.

• Allocate customer receipts accurately and timeously.
• Perform customer account reconciliations and investigate discrepancies.
• Maintain accurate customer records and collection notes.

• Resolve billing and account-related queries in collaboration with internal departments.
• Escalate overdue accounts, payment delays, and unresolved disputes.

• Provide regular updates on expected payments to support cash flow forecasting.
• Report on collections performance, age analysis, and accounts at risk.

• Achievement of monthly collection targets.
• Reduction in debtor days and overdue debt.
• Collections made within agreed payment terms.
• Accurate and timeous allocation of customer receipts.
• Timely completion of customer account reconciliations.
• Timely resolution of billing and account queries.
• Accurate and regular updates on expected payments for cash flow forecasting.
• Timely escalation of overdue accounts and disputes.
• Maintenance of accurate customer records and collection notes.

• Grade 12 / Matric certificate (essential).
• A qualification in Credit Management, Accounting, Finance, or a related field.
• Minimum of 5 years’ experience in credit control and debt collection.
• Proven track record of successfully managing a debtors portfolio.
• Experience working with accounting systems, preferably Sage.
• Strong Microsoft Excel skills.
• Experience in debtor reconciliations, collections reporting, and age analysis.

• Strong collection, negotiation, and follow-up skills.
• Proficiency in Sage (or similar accounting systems) and Microsoft Excel.
• Strong attention to detail and accuracy.
• Excellent problem-solving and query resolution skills.
• Ability to prioritise workloads and meet deadlines.

• Assertive, professional, and confident when dealing with customers.
• Excellent written and verbal communication skills.
• Customer-focused while maintaining a firm approach to collections.
• Ability to work independently and take ownership of assigned accounts.

POSITION INFO:
Department:  Finance
Reporting to: Financial Manager
 
Role purpose:
The Credit Controller is responsible for managing an allocated debtors portfolio, ensuring timely collections, minimising overdue debt, and maintaining strong customer relationships.
 
The role requires a hands-on, persistent, and detail-oriented individual who takes ownership of collections, actively drives payment resolutions, identifies potential risks, and ensures that customers honour their payment commitments, while working effectively under pressure.
 
Key responsibilities:
Debtors portfolio and collections:

• Manage an allocated debtors portfolio and ensure collections are made within agreed payment terms.
• Proactively follow up on overdue accounts and secure payment commitments from customers.
• Monitor customer balances, payment terms, and credit limits.
• Review debtor age analyses and take appropriate action to reduce outstanding debt.
• Meet monthly collection targets and contribute towards reducing debtor days.

• Allocate customer receipts accurately and timeously.
• Perform customer account reconciliations and investigate discrepancies.
• Maintain accurate customer records and collection notes.

• Resolve billing and account-related queries in collaboration with internal departments.
• Escalate overdue accounts, payment delays, and unresolved disputes.

• Provide regular updates on expected payments to support cash flow forecasting.
• Report on collections performance, age analysis, and accounts at risk.

• Achievement of monthly collection targets.
• Reduction in debtor days and overdue debt.
• Collections made within agreed payment terms.
• Accurate and timeous allocation of customer receipts.
• Timely completion of customer account reconciliations.
• Timely resolution of billing and account queries.
• Accurate and regular updates on expected payments for cash flow forecasting.
• Timely escalation of overdue accounts and disputes.
• Maintenance of accurate customer records and collection notes.

• Grade 12 / Matric certificate (essential).
• A qualification in Credit Management, Accounting, Finance, or a related field.
• Minimum of 5 years’ experience in credit control and debt collection.
• Proven track record of successfully managing a debtors portfolio.
• Experience working with accounting systems, preferably Sage.
• Strong Microsoft Excel skills.
• Experience in debtor reconciliations, collections reporting, and age analysis.

• Strong collection, negotiation, and follow-up skills.
• Proficiency in Sage (or similar accounting systems) and Microsoft Excel.
• Strong attention to detail and accuracy.
• Excellent problem-solving and query resolution skills.
• Ability to prioritise workloads and meet deadlines.

• Assertive, professional, and confident when dealing with customers.
• Excellent written and verbal communication skills.
• Customer-focused while maintaining a firm approach to collections.
• Ability to work independently and take ownership of assigned accounts.