Credit Administrator - Customer Onboarding
Contract - Full Time
Location - Keyline, Glasgow G5 8HQ
This role is onsite working
Role Purpose:
Credit Administrators are responsible for the efficient management and administration of credit-related activities within the organisation. Their primary function is to support the Credit Services team by ensuring that all credit processes are carried out accurately, promptly, and in accordance with company policies and procedures.
A key aspect of the role involves processing credit applications for both Keyline Civils Specialist and CCF, ensuring all necessary documentation is complete and compliant. This includes reviewing and verifying customer information, conducting credit checks, and liaising with internal departments and external stakeholders to facilitate timely approvals.
In addition to credit application processing, Credit Administrators also provide essential support to the Cash Allocation Team as needed. This may involve reconciling customer accounts, allocating payments correctly, and assisting in resolving payment discrepancies or queries.
Overall, Credit Administrators play a vital role in maintaining the financial health and operational efficiency of the business by ensuring that credit processes run smoothly and by providing comprehensive administrative support across the credit services function.
Key Responsibilities:
Guide new customers through the account opening process.
Gather all necessary information and documentation for account setup.
Verify customer information and documentation for accuracy and compliance.
Conduct Credit Reference and Identity checks
Enter customer data into the system accurately and efficiently.
Ensure all required paperwork is completed and filed correctly.
Set up accounts in the company's system according to established procedures.
Ensure accounts are activated and ready for use.
Coordinate with other departments (e.g., credit control, branch colleagues,sales colleagues) as needed for account setup.
Working in alignment with company credit policy and SLA.
.Undertake additional duties as allocated by the Manager.
To ensure success in the role you would possess the following:
Strong analytical skills, with the ability to extract and interpret information from sources such as Companies House and Credit Reference Agency’s.
Customer Service - : A positive attitude and commitment to providing excellent service.
Technical Proficiency: ability to adapt and use various different software applications.
Problem-Solving Skills: Ability to identify and resolve issues during the onboarding process.Experience with Account Setup Processes: Prior experience in a similar role is preferred but not essential.
Ability to establish and maintain good client relationships, both internally and externally and at all levels.
Excellent Time Management & Customer Service skills
Analytical mind & attention to detail
Innovative, seeks new ways of doing things
Process driven
Ability to work proactively
Must be motivated to succeed
Work well under pressure and to tight deadlines
Communicate in a simple and effective language to achieve objectives.
Drive for continuous improvements in all aspects of job role
What’s in it for you?
Not Sure you Qualify? We’re driving to become a truly inclusive employer, where everyone in our Group feels safe, welcome and confident to be their authentic selves - you be you, it makes us, us, as we say. If you’re interested in this opportunity but your past experience doesn’t align perfectly, we encourage you to apply anyway. You might be just the right candidate for this or other roles with us.
You’ll be supported by some fantastic training and development and have the opportunity to learn, grow and develop across the Travis Perkins Group.
We’ll also equip you with a benefits package that grows as you grow with the company:
A bit about us
Keyline helps customers build, protect and maintain the vital infrastructure we all depend on to live our lives. Underfoot and underground, our products are everywhere, in everything built around us. From mini-roundabouts and megastructures, housing estates and football stadiums, road construction and flood defence, energy, water and data supply.
Building trusted relationships with our customers and ensuring that we are easy to do business with - for colleagues, customers and suppliers is what makes Keyline stand out from the crowd. We know customers have a choice about who they work with and we want to be the civils experts they trust and turn to every time.
While we’re not a business that the public would instantly recognise, that’s ok. We’re happy working to support our customers, so they can solve important problems like climate change and population growth, while making the everyday happen.
