Line Manager: Head of Operations (PCSS)
Relationships: Colleagues, Finance, Funders, ATE Providers and Solicitors
To ensure the smooth transfer of loan funds to appropriate disbursement providers. Also to ensure that the appropriate clients Proclaim are up dated with correct information. To ensure that the funds are reconciled against the clients Proclaim and the correct amount of money is received. To reconcile all financial information on Proclaim. Liaise with Finance when necessary. To ensure that all exception reports are dealt with and corrected.
Your main duties will include:
There should be a close liaison between the credit controller and case handlers/funding administrators regarding the financial transactions on each client case.
Ensure that the process of the receivable and payable balances is actioned and correct
Dealing with internal queries about payments from solicitors or disbursement providers
Ensure that monies received from the Funders are paid to the correct disbursement providers promptly.
Liaise with the funders when funds do not match what PCSS have requested
Meet cash & debtor day targets set by the Firm
Chase up funding requests when monies have not been received. Maintain accurate records of all chasing activity
Regularly making contact with Funders to ensure all relevant clients loans are accurately managed as necessary
Respond promptly to an exception report to ensure that these are corrected.
Providing ad-hoc reporting as and when requested by management
Undertake account reconciliations as required
Ensure processing deadlines are met as required
Other duties as delegated from time to time by the Head of Operations or any other person designated in their absence
Required Skills & Abilities
- To be organised
- Good team skills
- The ability to work in a team and individually
- Sound decision-making
- Excellent written and verbal communication skills
- Good attention to detail
- The ability to work under pressure and to deadlines
- Good business judgment
- A good head for numbers
- Sound Computer Skills using a computer
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