A day in the life of a credit controller

Maxine Moran has worked at Trident’s Liverpool office for 6 years as our credit controller. You might have had the good fortune to speak with Max, who’s often on the phone with our clients to discuss deposits, payments and other financial arrangements. But what else does she do? Read on to find out…

06:15 – I am on the train to Liverpool city centre and arrive at our Liverpool office at 7am. Agile working supports my commute and personal life, so I can start and leave when it suits me (and my train timetable!).

07:30 – My usual morning consists of checking the Trident bank accounts to look for any payments that could have arrived overnight. If we have any of these payments, I’ll alert the necessary surveyors and allocate them accordingly. I’ll then update our aged debt report so the rest of the company knows what needs to be accounted for.

11am – At this point, I can deal with any email queries, raise any purchase orders that are required and carry out any credit checks. Once this is taken care of, I can start to chase invoices by email.

1pm – Lunchtime! Usually, I’ll go meet a friend for a catch-up or have a wander round the shops.

2pm – Back in the office, I’ll check up on any emails that need responding to and chase outstanding fees by email and telephone, and export any fees from our central CRM software to Xero. If there are any cheques that need to be paid into our bank account, I’ll take a trip out to cash them in before the end of the day.

4pm – Hometime!

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