Carrie Oldfield

• Provided support during audits, ensuring compliance with regulations at all times.
• Collaborated with internal teams to ensure smooth functioning of credit control processes.
• Liaised with sales department for achieving better client communication.
• Monitored client's credit situation closely, mitigating risks associated with late payments.
• Developed strong relations with clients, fostering loyalty and trust on both ends.
• Streamlined debt collection processes resulting in improved financial health of the company.
• Established effective payment plans to facilitate timely debt recovery.
• Resolved escalated issues efficiently, reducing potential damage to customer relationships.
• Conducted regular account reviews to maintain accurate records.
• Reduced business risk with stringent credit checks and assessment.
• Contacted customers about overdue payments by phone, letter and email.
• Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
• Monitored outstanding balances and followed up payments.
• Conducted monthly reconciliation for accurate financial reporting.
• Handled daily cash reconciliation, ensuring accuracy in financial records.
• Handled cash transactions accurately, ensuring financial integrity of the business.
• Taking card payments over the phone.
• Issuing refunds if required through Klarna, Paypal and Stripe.

• Contacted customers about overdue payments by phone, letter and email.
• Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
• Monitored outstanding balances and followed up payments.
• Chased clients to procure payments in line with agreed terms and conditions.
• Run credit checks for new/old customers
• Created new customer accounts
• Daily cash posting
• Released customer orders
• Dealt with customer queries

• Prepared Excel spreadsheets to track banking transactions and financial performance.
• Met deadlines by managing workload independently.
• Produced accurate general ledger entries with Sage X3.
• Stored confidential information safely and securely in line with company protocol.
• Completed daily and monthly bank reconciliations and noted any discrepancies.
• Prioritised administrative tasks based on tight deadlines.
• Investigated invoices, requesting appropriate evidence from suppliers.
• Reconciled complicated accounts provided by accounting team.
• Received debit and credit card payments by phone.
• Followed up monthly statements with courtesy calls to customers.
• Contacted customers about overdue payments by phone, letter and email.
• Uploaded relevant documentation to client portals.
• Chased clients to procure payments in line with agreed terms and conditions.
• Conducted credit checks and monitored credit alerts.
• Minimised risk by proactively advising management of active payment issues.
• Negotiated terms and conditions, payment plans and settlements.
• Negotiated payment plans suitable for clients.
• Posted journal transactions and cash receipts on sales ledger.
• Monitored outstanding balances and followed up payments.
• Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
• Used appropriate action to deal with bounced direct debit and cheque payments.
• Escalated serious issues and concerns immediately to supervisor.
• Developed and cultivated strong professional relationships across company departments.
• Monitored and responded immediately to messages and phone calls regarding credit control issues.
• Identified most pressing client debt cases to pursue.
• Delivered consistent financial support to maximise corporate sales and profit.
• Liaised with credit control monthly and investigated premium discrepancies.
• Oversaw bank reconciliations and managed short-term working capital, including credit control.
• Adopted company credit control policy, values and guidelines when chasing client payments.
• Managed activities of accounts receivable and credit control functions, ensuring timely collection of outstanding amounts and maintenance of outstanding debts.
• Controlled credit exposure by reviewing repayment plans, minimising risk and obtaining timely payment.
• Creating customer accounts from Docusign.

• Informed new customers on up-to-date credit terms and conditions.
• Followed up monthly statements with courtesy calls to customers.
• Investigated invoices, requesting appropriate evidence from suppliers.
• Helped team to improve strategies for resolving outstanding inquiries.
• Posted journal transactions and cash receipts on sales ledger.
• Contacted customers about overdue payments by phone, letter and email.
• Negotiated terms and conditions, payment plans and settlements.
• Minimised risk by proactively advising management of active payment issues.
• Oversaw correct daily account balancing process.
• Completed duties to deliver on targets with accuracy and efficiency.
• Consistently arrived at work on time and ready to start immediately.
• Received debit and credit card payments by phone.
• Conducted credit checks and monitored credit alerts.
• Created pivot tables and vlook-ups in Excel.
• Maintained operational compliance with regulatory guidelines and established company policies.
• Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
• Promoted continuous improvement by problem-solving and sharing suggestions to optimise team operations.
• Increased customer satisfaction by resolving issues.
• Successfully delivered on tasks within tight deadlines.
• Handled high volume calls to address customer inquiries and concerns.
• Offered friendly, efficient customer service and handled challenging situations with ease.
• Chased clients to procure payments in line with agreed terms and conditions.

• Informed new customers on up-to-date credit terms and conditions.
• Assessed customer compliance with repayment schedules through thorough account reviews.
• Developed accurate and effective credit control solutions through in-depth historic issue research
• Worked cross-functionally with sales, management and other departments to maintain effective operations.
• Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
• Developed strategies to expedite payments and customer resolutions.
• Managed activities of accounts receivable and credit control functions, ensuring the timely collection of outstanding amounts and maintenance of outstanding debts.
• Collaborated with management to evaluate credit strategies and develop improvements.
• Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
• Monitored accounts for signs of fraud and non-payment issues for swift resolution.
• Worked under guidance of accountants to prepare financial data in correct formats.
• Examined financial documents to check totals, verify transaction accuracy, and identify discrepancies.
• Reconciled supplier accounts, investigating and resolving unknown or missing transactions via email, post and phone to minimise discrepancies.
• Managed and responded to all correspondence and enquiries from customers and vendors.

Credit Controller - I started at CCS Media on a apprenticeship Level 2 Business Admin in Credit Control in August 2011. I had my own ledger with 700 customer accounts, i had a target to call 70 customers per day. I would efficiently handle and resolve customer queries and manage them in a timely manor. I had targets to reach by month-end set by my supervisor. I would reach my targets by getting over 70% of our old debt in our account. I would also take over the phone card payment, and process them. Weekly i would have a meeting with my supervisor and inform her how many customers have paid, which meant my ledger had got smaller. I always reached my targets set by my supervisor. I worked in Credit Control for 4 years until i saw a opportunity to learn more skills within the same department in Sales Ledger.

Sales Ledger Assistant - I'm currently still working as a sales ledger assistant, within this job role i had more gained enough trust to have access to the bank, and run daily statements on excel. I have experience with excel using Vlook up. We use this daily to use our bank statements to locate payments that have already been posted to our system and payments which have recently hit our account. We would break all the payments down and locate the accounts the relate to, i would then post the cash on the account and allocate it accordingly using remittances. I always get the cash on the system for my set target time throughout the day. i would then have to balance the account and send to my manager. I also had the responsibility of cashing cheques and posting them to our system. I was responsible for refunding our customers if errors were made. I would carefully manage and get all the information from the customer and fill out our refund request forms. I would check to make sure the account it was refundable, I'd also check the bank details to confirm they was correct before passing them onto my financial director to authorize so i could process the refund. I also had the responsibility to post card payments which had been made. I had a target to reach by month-end by getting un-allocated cash down to 50K, i always reached my target by month-end. I would call customers for allocation details over the phone or via email or post.