Job title:                     Finance Assistant - Credit Control – Part Time
Position:                     30 hours per week flexible working pattern.
Salary:                        £17,162 pro rata
Responsible to:        Head of Finance

 Purpose of Job:

  •  Ensuring effective debt collection of invoices once payment terms have been exceeded using the debt collection module in income processing.
  • Talking credit card payments over the telephone, posting onto the customer account and matching the payment with the invoice.
  • Posting receipts onto the  Debtors Ledger.
  • Allocation of receipts against invoice ensuring debtor ledger integrity is maintained.
  • To liaise with external parties such as residents, relatives, Local authorities, Benefits Agency ensuring that all necessary documentation is in place for timely payment of invoices.
  • To liaise with and instruct solicitors as necessary.
  • Ensuring effective resolution of queries or complaints in a polite and courteous manner.
  • Produce weekly debtors progress reports for the Head of Finance.
  • To prepare and reconcile deceased residents and discharged residents final statements on a timely basis.
  • To attend safeguarding meetings relating to finance as required.
  • Undertake any other duties as required by the Head of Finance that are commensurate with the post.

Key Objectives

Operation of credit control function

  • To ensure all necessary information is received for all new residents, to include liaising with residents, relatives, other homes, Social Services and the Benefits Agency.  Also to ensure that new residents are accurately set up on the company’s computer systems.
  • To perform the credit control function, ensuring all outstanding invoices are chased on a timely basis and following the company’s procedures. 
  • To produce a weekly report showing status of debts and action taken to the Head of Finance.
  • To maintain all sales ledger accounts to a high standard, ensuring payments are matched and old balances are dealt with appropriately.
  • To ensure that reconciliations between income processing and Coldharbour Financials are completed so that the integrity of the data can be maintained
  • To ensure that all monies received are posted appropriately, this includes receipts from residents, appointees, financial agents and the Council.


  • To offer assistance to other officers of the company within the areas covered by this job description.
  • To ensure that they are aware of all current statutory rules and regulations and ensure compliance.
  • To be aware of and work within company policies and procedures
  • To receive training as deemed necessary and to assist in training new staff.
  • To undertake any other duties applicable to the grade and purpose of the post

Person Specification

  • Minimum 1 year credit control experience in a fast paced credit control environment
  • Excellent communication skills
  • Excellent excel spreadsheet skills
  • Use of Coldharbour financials and Income processing would be desirable but not essential