JOB DESCRIPTION
POST:
Credit Controller
POST REF:
FIN/F014
DEPARTMENT:
Finance
GRADE:
4
HOURS:
37 hours per week
REPORTING TO:
Income Team Leader
SUPERVISORY RESPONSIBILITY:
None
OVERALL PURPOSE OF THE POST
Working within the Finance department, proactively manage the day to day collections
activities to ensure the University’s debts are kept to a minimum and University policies and
procedures relating to the collection of debt are observed. This includes ensuring early
identification and resolution of queries that might otherwise hinder prompt settlement.
To play a leading role in the development and implementation of an effective credit control
process including reports for both management information and monitoring purposes.
DUTIES AND RESPONSIBILITIES
1.
In a challenging environment ensure an effective and efficient process is applied for the
collection of student fees. Ensure a flexible approach is adapted, within an agreed
framework, when dealing with repayment plans in response to internal and external
demands.
2.
Engage with students via telephone, email, letter and interview. Providing assistance
and advice on a diverse range of student issues, including student finance regulations,
anti-money laundering and withdrawal policies.
3.
Dealing with emotionally distressed students in financial difficulty with support and
guidance, while maintaining a professional and confidential manner at all times.
Engaging with other departments to ensure the relevant support is in place for the
student’s needs, including student funding, welfare, careers, accommodation and
faculties.
4.
Deal with students in a tenacious but empathetic manner to obtain maximum debt
collection within a supportive and understanding environment.
5.
Work closely with the Registry Department on the tuition fee anomalies identified on the
attendance confirmation report. Investigate each case and resolve with the appropriate
action, including contacting the student, Student Finance England (SFE) or Students
Award Agency for Scotland (SAAS) and other Universities.
6.
Under the guidance of the Head of Finance, take the lead on specific tasks to monitor
and analyse the trends of University debt suggesting measures to assist with debt
support and utilising funds available in the most cost effective manner.
7.
Support the Debt review panel with analysed reports of the Universities outstanding
student debt and provide recommendations.
8.
Maintain data and information systems, both on Student Information System
(SITS/Tribal), Safe Computing System and manual systems, ensuring accuracy,
consistency and confidentiality at all times.
9.
Export data out of the sales ledger and develop a reporting suite for regular monitoring
of key performance indicators and management information.
10.
Liaise with and inform other departments and faculties of issues relating to outstanding
payments.
11.
Chase overdue invoices for Corporate/Commercial Debt held on our sales ledger.
12.
Understand credit control practices and collection process including the legal collection
processes and their constraints.
13.
To provide cover for other team members in the Payroll, Sales and Purchase Ledger
sections
14.
Engage in training opportunities and networks for continuing professional development
purposes.
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Any other duties as may reasonably be required.
Ensure that the highest standards of professional performance are maintained
Promote equal opportunities in the work of the department
Ensure compliance with relevant legislation and statutory codes of practice, as advised
Participate in the arrangements for performance review and appraisal.
Ensure that professional skills are regularly updated through participation in training
and development activities
Ensure all University policies are implemented within the remit of this post

Health & Safety
Under the Health & Safety at Work Act 1974, whilst at work, you must take reasonable care for
your own health and safety and that of any other person who may be affected by your acts or
commissions.
This is not a comprehensive definition of the post. Post holders are expected to undertake any work that comes with the
remit of the post’s main objective. This job description will be kept under review and may be changed at any time subject
to consultation with the potholder.
PERSON SPECIFICATION
POST TITLE:
Credit Controller
DEPARTMENT:
Finance
The Person Specification focuses on the knowledge, skills, experience and qualifications required
to undertake the role effectively.
REQUIREMENTS
The post holder must be able to demonstrate:
ESSENTIAL (E)
DESIRABLE (D)
MEASURED BY:
A Application form
I
Interview
TP Test/Presentation
A good standard of education
E
A/I
Ability and willingness to undertake further training
on student and financial systems:
ICM Debt Collection
Credit Law Litigation Insolvency
KNOWLEDGE & EXPERIENCE
E
A/I
Experience of working in a finance department in a
large organisation
E
A/I
Experience with credit control practices &
collection process including legal collection
processes and their constraints.
D
A/I
D
A/I
Excellent interpersonal skills with the ability to
show empathy, tact and diplomacy whilst
maintaining confidentiality and tenacity
E
A/I
The ability to build effective working relationships
with customers, colleagues and the wider
University community
E
A/I
Excellent communication skills, both written and
oral
E
A/I
The ability to operate to a high standard ICT
packages within Microsoft Office in particular
Access and Excel.
E
A/I/TP
The ability to deal with confidential and sensitive
data
E
A/I
EDUCATION/TRAINING
(Academic, vocational/professional and other training)
(e.g. report writing, office experience, Microsoft office)
Prior experience in higher education
SKILLS/ATTRIBUTES
(e.g. communication, interpersonal, decision-making, problemsolving)
Excellent team player with the ability to work
unsupervised.
E
A/I
Self-motivated and committed, prepared to adapt
and develop new skills as required.
E
A/I
Demonstrable commitment to equality and diversity
in the workplace
E
A/I