Credit Control & Purchase Ledger Assistant ( Sage 200 & Credit Insurance Exp)

Stockport, Greater Manchester
12 Oct 2016
09 Nov 2016
Contract Type
Full Time

Our client is seeking an experienced Credit Controller / Purchase Ledger Assistant. This is a busy role working as part of an energetic and friendly team. The successful candidate will ideally have experience of Sage 200 and have experience of dealing with Credit Insurance companies

The Person:

  • Sage 200 and Excel experience
  • Strong Credit Control experience
  • Experience of dealing with Credit Insurance Companies who insure business debt
  • Some experience with Purchase Ledger
  • Strong team player (working within a team of 6 including this role)
  • Confident Communicator, via Telephone, email and in person
  • Strong customer focus
  • Methodical and attentive to detail
  • As most business is repeat business good relationship building skills


  • Daily checking of RBS Facflow bank account
  • Allocate payments on Sage 200
  • Update customer database
  • Maintain and apply for credit limits via QBE (Credit Insurers), report overdue accounts
  • Opening new customer accounts
  • Raising invoices, credit notes, maintaining credit note records
  • Produce overdues report, chase overdue balances, follow up action (send suspension letters, put accounts on hold, send solicitor’s letters)
  • Distribute overdue & stop summaries to appropriate sales staff
  • Bank reconciliation on RBS Facflow bank account
  • Produce and send customer statements
  • Month end processes in accordance with company policy
  • Carrying out credit checks via credit reference agency
  • Dealing with the bank (some factoring is done through the bank), and working to bank targets as well as company’s own
  • Log and scan purchase invoices
  • Post stock invoices to Sage 200
  • Distribute internal stock disputes to branches
  • File and maintain stock invoices and stock query spreadsheet daily

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