Natalie Stokes
Mansfield Woodhouse,Nottinghamshire
Summary
A naturally diligent, conscientious senior credit controller offering extensive knowledge in accounts receivable due to numerous years of experience within the field. Daily throughout my career I deal with sensitive, confidential information which shows I am a trustworthy person. Being determined to work to the best of my ability supplies me with the motivation to be successful in what I do. I will always complete my work to a high standard and do not allow complications to come in the way of the completion of my work. My time management skills allow me to achieve higher levels of productivity as well as great focus. I always open to change and new challenges to push myself to be the best that I can be.
Overview
11
11
years of professional experience
40
40
years of post-secondary education
Work history
Senior Credit Controller
Glenigan
Mansfield, Nottinghamshire
02.2024 - Current
- Query Resolution
- Deal with escalated accounts from the team
- Coach the Credit Controllers
- Approvals, refunds & credit notes
- Investigate Queries
- Covering and assisting the Credit Control Manager
- Reporting
- Reconcile accounts where necessary
- General credit control and ad hoc duties
- Attend debt meetings for the business
- Responsible for debt recovery process once all avenues have been exhausted
- Assessment of credit worthiness of potential and existing customers including determining credit limits and payment terms
- Dealing with accounts that have gone into liquidation including liaising with administrators.
- Escalate any accounts to the manager
- Devised credit and repayment plans for secure finance management.
- Reviewed and submitted applications to management with recommendations.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
- Successfully delivered on tasks within tight deadlines.
- Collaborated with Credit Control Manager to produce and analyse key trends in debtor performance and report findings to senior management team.
- Negotiated payment plans suitable for clients.
- Used appropriate action to deal with bounced direct debit and cheque payments.
- Uploaded relevant documentation to client portals.
- Progressed legal action for overdue accounts.
- Developed and cultivated strong professional relationships across company departments.
- Monitored and responded immediately to messages and phone calls regarding credit control issues.
- Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
Credit Controller
Potter Clarkson LLP
Nottingham City Centre, Nottingham
02.2019 - 02.2024
- Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
- Conducted credit checks and monitored credit alerts.
- Applied credit limits and terms to accounts
- Investigated invoices, requesting appropriate evidence from suppliers.
- Minimised risk by proactively advising management of active payment issues.
- Monitored and responded immediately to messages and phone calls regarding credit control issues.
- Contacted customers about overdue payments by phone, letter and email.
- Progressed legal action for overdue accounts.
- Negotiated terms and conditions, payment plans and settlements.
- Developed and cultivated strong professional relationships across company departments.
- Maintained impeccable records of payments and documentation of transactions.
- Posted journal transactions and cash receipts on sales ledger.
- Uploaded relevant documentation to client portals.
- Analysed financial statements to identify client viability and risk.
- Escalated serious issues and concerns immediately to supervisor.
- Wrote professional correspondence outlining ageing account information.
- Reconciled complicated accounts provided by accounting team.
- Informed customers of potential legal action and required remediation to avoid escalation.
- Followed up monthly statements with courtesy calls to customers.
- Applied critical thinking to analyse problems, evaluate solutions and select best decisions.
- Applied positive customer service approach to increase satisfaction levels.
- Successfully delivered on tasks within tight deadlines.
- Completed duties to deliver on targets with accuracy and efficiency.
- Reconciling the unallocated cash.
- Reporting on KPIS.
- Carrying out ad hoc tasks where necessary.
- Authorised refunds for the team.
- Stepped up when necessary to cover the Credit Control Manager.
- Internal and external query resolution.
- Building relationships with professional staff to ensure the correct approach is achieved.
- Stayed resilient through a department reconstruction
- Adapted through a system change.
- Cancellation of invoices.
- Helped create procedures and policies in place to ensure finance was the most efficient possible.
Credit Controller
Saint Gobain
East Leake, Loughborough
04.2018 - 02.2019
- Chased the clients on overdue debt.
- Monitored clients credit limits and put the accounts on stop where applicable.
- Worked closely with the sales team to resolve clients queries.
- Review held orders in a timely fashion.
- Highlight customers of concern in advance to management.
- Maximise collections and minimise overdue debt along with the risk of bad debt.
- Chased clients by telephone, email and letters.
- Taking clients payments over the phone.
- Send out 7 day letters where necessary.
- Maintain a customer database of open items on a weekly basis.
- Organised and prioritised my own ledger.
- Keep internal contacts informed of the collection process.
- Conduct a month end report.
- Meet with the business to discuss feedback on current development of debt.
- Ensure compliance with month end calendar.
- Work stand alone and part of a team.
Cash Poster
Saint Gobain
East Leake, Loughborough
07.2017 - 04.2018
- Oversaw logistics and operations to deliver process optimisations and efficiencies.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Post incoming cash from BACS, credit cards and cheques.
- Allocate incoming cash and unallocated cash.
- Liaising with the credit control team where needed.
- Analysed reporting to reconcile transactions, accounts and ledgers.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
- Stayed current on processes and procedures to offer relevant assistance.
- Identify issues on accounts and resolving issues.
- Help credit control maximise collections and minimise overdue debt.
- Cover for Credit Controllers where necessary.
- Report where needed to the Team Leader.
- Prepare statements for clients.
- Maintain an accurate up to date client database.
Technical Support
NOW: Pensions
Nottingham, Nottingham
08.2016 - 07.2017
- Speaking with clients and advised on their pensions.
- Input clients financial data in the system.
- Ensured clients data is always up to date.
- Terminating and setting up pension plans on request.
- Using Salesforce system.
- Help clients set up direct debit mandates.
- Reconciliation of client's pension.
- Liaising with other business's where necessary.
- Provided high professional customer service.
- Supported the manager where necessary.
- Worked on bespoke software's and helped develop the software's to help us be the most efficient.
- High use of excel to record data.
- Resolving client's pension queries.
- Dealing with incoming post appropriately.
- Resolving incorrect contributions.
- Working closely with the investment team.
- Was the nominated colleague of the team to help on projects.
- Helping out payroll.
-
Legal Assistant
Fidler & Pepper Solicitors
Mansfield, Nottinghamshire
10.2012 - 08.2016
- Performed additional research and evidence gathering to strengthen client cases.
- Billed clients and processed payments to maintain balanced accounts.
- Prioritised activities to meet changing case demands and achieve deadlines.
- Supported legal representatives during court case presentation.
- Scanned, faxed and archived documentation for robust case files.
- Actioned client instructions to enable desired progress.
- Drafted accurate legal documentation from comprehensive research.
- Managed high volume client caseloads through planning and organisation.
- Handled case documentation safely and securely for optimised client confidentiality.
- Chased outstanding client balances and sped up payments to limit losses.
- Distributed client bills and sought prompt payment.
- Actioned legal procedures according to instruction, supporting Partners' caseload management.
- Coordinated case evidence to support positive client outcomes.
- Raised legal queries from clients and communicated outcomes to enable case progress.
- Organised files and documentation to improve ease of information retrieval.
- Submitted forms and applications for ongoing cases, supporting case progression.
- Updated client files in case management systems for accurate, current records.
- Built positive client relationships to increase satisfaction and retention.
- Covered reception where necessary.
- Spent time within the accounts department and Family Law Department.
- Accurately did audio dictation.
- Managed the partners diary.
- Liaised with Barristers and Court.
- Dealt with the petty cash.
- Write cheques when needed.
- Produced Court bundles and briefs.
- Booking appointments.
- Liaised professionally with external legal teams for smooth case management.
- Met practice, firm and legal standards for compliant case management.
- Drafted and submitted legal documents to senior staff for review and approval.
- Replenished stock and processed deliveries to maximise product availability.
- Handled high volume calls to address customer inquiries and concerns.
Education
Intermediate Excel Course - Excel
Essential Site Skills
Nottingham 07.2020 - 09.2020
AAT Level 2 - Finance
Kaplan
Nottingham 04.2018 - 11.2018
Diploma of Higher Education - Business Administration
Positive Outcomes
Nottingham 11.2014 - 11.2015
NVQ Level 3 - Business Administration
Positive Outcomes
Nottingham 11.2013 - 11.2014
GCSEs - English Language
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - English Literature
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - Maths
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - Science
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - Business Studies
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - Media Studies
The Manor Academy
Mansfield 09.2008 - 09.2012
GCSEs - Spanish
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - Food and Design & Technology
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - ICT
The Manor Academy
Mansfield 09.2008 - 05.2012
GCSEs - OCR Functional Skills
The Manor Academy
Mansfield 09.2008 - 05.2012
Skills
- Financial planning
- Customer account reconciliation
- Accounting software
- Aged debt control
- Credit risk management
- Credit exposure monitoring
- Billing query resolution
- Financial audits
- Outstanding payment collection
- Customer master data maintenance
- Customer-focused
- Time management
- Communication skills
- Problem-solving
- Programme development
- Team building
- Persistent communication
- Credit analysis
- Coaching
- Resilient
- Excellent time management
- Focused
- Self-Motivated
References
References available upon request.
Timeline
Senior Credit Controller
Glenigan
02.2024 - Current
Intermediate Excel Course - Excel
Essential Site Skills
07.2020 - 09.2020
Credit Controller
Potter Clarkson LLP
02.2019 - 02.2024
Credit Controller
Saint Gobain
04.2018 - 02.2019
AAT Level 2 - Finance
Kaplan
04.2018 - 11.2018
Cash Poster
Saint Gobain
07.2017 - 04.2018
Technical Support
NOW: Pensions
08.2016 - 07.2017
Diploma of Higher Education - Business Administration
Positive Outcomes
11.2014 - 11.2015
NVQ Level 3 - Business Administration
Positive Outcomes
11.2013 - 11.2014
Legal Assistant
Fidler & Pepper Solicitors
10.2012 - 08.2016
GCSEs - English Language
The Manor Academy
09.2008 - 05.2012
GCSEs - English Literature
The Manor Academy
09.2008 - 05.2012
GCSEs - Maths
The Manor Academy
09.2008 - 05.2012
GCSEs - Science
The Manor Academy
09.2008 - 05.2012
GCSEs - Business Studies
The Manor Academy
09.2008 - 05.2012
GCSEs - Media Studies
The Manor Academy
09.2008 - 09.2012
GCSEs - Spanish
The Manor Academy
09.2008 - 05.2012
GCSEs - Food and Design & Technology
The Manor Academy
09.2008 - 05.2012
GCSEs - ICT
The Manor Academy
09.2008 - 05.2012
GCSEs - OCR Functional Skills
The Manor Academy
09.2008 - 05.2012
Similar Profiles
Léa TassoniLéa Tassoni
Graphic Designer at GleniganGraphic Designer at Glenigan
Kieran LambertKieran Lambert
Everyman Driving Instructer at Luke JarvisEveryman Driving Instructer at Luke Jarvis
Sarah MatthewSarah Matthew
Volunteer Counsellor at Nottinghamshire MindVolunteer Counsellor at Nottinghamshire Mind
Reegan HollywoodReegan Hollywood
Costa Barista at ODEON CinemasCosta Barista at ODEON Cinemas
Rich Ntako ShihlomuleRich Ntako Shihlomule
Senior Credit Controller (Team Leader) & Assistant Credit Manager at Saint GobainSenior Credit Controller (Team Leader) & Assistant Credit Manager at Saint Gobain