Senior Credit Control Clerk

Finance, Business and Research (FBR)

Newcastle University, Newcastle upon Tyne, UK


  • Posted on: 13th Jan 2022
  • Salary: £22,254 - £23,487,with potential progression to £25,637
  • REF: 15535
  • Closes: 30th January 2022
  • Contract Type: Permanent
  • Hours: Full Time

We are a world class research-intensive university. We deliver teaching and learning of the highest quality. We play a leading role in economic, social and cultural development of the North East of England. Attracting and retaining high-calibre people is fundamental to our continued success.

Salary: £22,254 – £23,487,withpotential progression to £25,637

Closing Date: 30January 2022

The Role

The Income Processing Team is looking for a professional and enthusiastic Senior Credit Control Clerk. You will work within the guidelines of the University Credit Policy to pursue debt from primarily Research Customers and NHS Trusts. You will manage your own workload on a day to day basis with minimum supervision and be able to prioritise work independently. You will need to be an excellent communicator as much of the work involves communicating internally with Schools/Units and externally with customers on a daily basis whilst also presenting a high level of customer service.

Informal enquiries are welcomed and should be directed to Susan Romain-Wade via e-mail

Please ensure you upload a covering letter with your CV when applying for this role. Only applications received via the Newcastle University website will be considered for shortlisting

Key Accountabilities

  • To support the Credit Control Supervisor with the day to day duties and monitoring of tasks. In addition to deputise for the Credit Control Supervisor in their absence ensuring that credit control procedures are adhered to
  • To issue reminder notices, make phone calls and send e-mails for collection of overdue income and deal with any customer queries, providing detailed information regarding account transactions where required
  • To create, maintain and monitor customer master data on the SAP financial management system, including carrying out credit checks as per the Credit Policy and sending warning emails of poor credit scores to those requesting customers. This also involves verifying VAT numbers
  • To monitor and review accounts to ensure credit notes are appropriately raised and journals input in order that payments are correctly allocated and that bank charges and exchange rate differences are posted correctly
  • To work with the Income Reconciliation Team to monitor un-invoiced income on customer accounts, liaising with customers to identify what it is in relation to, and to request from the relevant School/Unit that invoices are raised or refunds issued where necessary
  • To contribute to resolving invoice queries in a timely manner by communicating with the originating School/Unit and Customer, and to maintain, update and monitor a debt query list
  • To identify refunds due to customers and produce necessary documentation in accordance with the Income Section refund procedure to pass to the relevant person/s for authorisation
  • To prepare reports and management information from the SAP financial management system, including the Aged Debt Report, unallocated cash report and query list
  • To communicate with Principal Investigators of research projects, Heads of Schools/Units and Contract Financial Management to ensure that whilst income collection is paramount, important relationships are maintained concerning current and future sponsorship projects
  • To assist other areas within the Income Section with support at Student Registration

The Person (Essential)

Knowledge, Skills and Experience

  • Good interpersonal skills in order to communicate in a clear and concise manner with internal and external customers by e-mail, telephone and face to face
  • Good IT literacy particularly in Microsoft Office (Excel, Word and Outlook) and the ability to design and compile report specifications using this
  • Good level of literacy and numeracy in order to interpret and communicate financial data effectively
  • The ability to work quickly and accurately to time to meet Finance Office deadlines
  • The ability to organise workload and use initiative to prioritise tasks and make decisions
  • Recent experience working within a finance team of a large organisation
  • Recent experience in a debt recovery/credit control environment
  • Membership of the Institute of Credit Management (Desirable)
  • Staff supervision experience (Desirable)

Attributes and Behaviour

  • Understands the key aims of own area and how it relates to own job and responsibilities
  • Thinking ahead to review processes
  • Uses effective face to face communication in team meetings and briefings to inspire and motivate others
  • Is factually correct and gives clear and concise support and advice to customers
  • Implements tight controls for audit trails and accuracy


  • Educated to a minimum of 5 GCSE grade 9-4 (A-C) or equivalent, including Mathematics and English or equivalent standard

Newcastle University is committed to being a fully inclusive Global University which actively recruits, supports and retains colleagues from all sectors of society. We value diversity as well as celebrate, support and thrive on the contributions of all our employees and the communities they represent.We are proud to be an equal opportunities employer and encourage applications from everybody, regardless of race, sex, ethnicity, religion, nationality, sexual orientation, age, disability, gender identity, marital status/civil partnership, pregnancy and maternity, as well as being open to flexible working practices.

The University holds a silver Athena SWAN award in recognition of our good employment practices for the advancement of gender equality. The University also holds the HR Excellence in Research award for our work to support the career development of our researchers, and is a member of the Euraxess initiative supporting researchers in Europe.

We understand how important the full employment package is to our colleagues at Newcastle University and we are committed to providing a great range of benefits and discounts for all. You can learn more about what is available here on ourBenefitsWebsite page.

Requisition ID: 15535

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