At a Glance
- Tasks: Manage customer repayments and build relationships to help them get back on track.
- Company: Dynamic lender in Windsor with a strong reputation for flexible SME lending.
- Benefits: Competitive salary, performance bonuses, paid parking, and great learning opportunities.
- Other info: Exciting growth environment with excellent career development prospects.
- Why this job: Join a fun, high-energy team and make a real difference in customers' financial journeys.
- Qualifications: 1 year of experience in customer service or collections, strong communication skills.
The predicted salary is between 28000 - 32000 £ per year.
Salary - £28K - £32K basic + company benefits and performance related bonus
Location – Windsor, office based Mon – Fri (Parking paid for by company)
My client is a profitable scaling lender based in the heart of Windsor. After 7 years of trading, they have a fantastic brand reputation for quick, streamlined and flexible lending for SME businesses across the UK looking to scale. After a large investment round and the lending book scaling 2X in 2025, they are now focusing on growth in an exciting high energy environment to work in – offering great learning and development opportunities and a fun but productive working environment.
As the lending book grows, we need to ensure all our customers stick to the repayment plans and therefore we are looking for a proactive collections executive to join a close-knit team of 2. You will work on a portfolio of customers who may be falling behind in repayments, to build a plan which allows them to get back on track.
Responsibilities:- Oversee all open loans within your allocated collections portfolio to ensure all payments are up to date and ensure any missed payments are flagged early.
- Daily checks for payments within your portfolio ensuring bank transfers are flagged against all accounts on our internal systems and any missed payments are identified.
- Work closely with customers to find out why a payment has been missed and find a new plan for the customer e.g. week delay / longer time period with larger payments / weekly payments rather than monthly.
- Build relationships with customers so you have trust and honesty in your conversations – use your instinct on if phone, email, text etc. is suitable.
- Responsible for answering any customer queries which come into the credit control inbox.
- Escalate any ‘concerning’ cases to recoveries so they enter a formal collections process.
- Have a flexible attitude to assisting with other open loan accounts, should cover within your team be required.
- Minimum 1 year experience in a B2B environment with customer service, collections, recoveries or credit control.
- Experienced in building relationships with customers via the phone – good communicator and rapport builder.
- Happy to liaise with customers in difficult scenarios to find a solution which works for all parties.
- Analytical mindset – confident using Excel and inputting data into internal systems after training.
StudySmarter Expert Advice🤫
We think this is how you could land Collections Executive / Credit Control Executive in Windsor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CRS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Collections Executive / Credit Control Executive in Windsor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CRS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CRS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CRS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CRS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CRS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CRS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
