Credit Controller and Collector

Course Level

2

Course length

12+ months

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Overview

Monitor and manage customer accounts, follow financial policies to collect money owed to organisations.

Meet the trainer

Course Guide

Standard

Spotlight

What's included? / Modules

Skills


  • Service delivery

  • Work planning

  • Teamwork

  • Communication and relationship building

  • Negotiation and decision making

  • Continuous improvement

  • Personal development


Knowledge


  • Credit management

  • Regulatory and compliance

  • Industry and organisation understanding

  • Products and services

  • Systems and processes


Behaviours


  • Demonstrate integrity, credibility, honesty, positivity

  • Take ownership for own performance and training

  • Show personal commitment

  • Adapt to and embrace the use of relevant technology, systems and equipment

Entry Requirements

Individual employers will set the selection criteria for their Apprenticeships. It is recommended that employers may want most candidates to have Level 2 Maths and English. Other relevant or prior experience may also be considered as an alternative.

Delivery and Assessment

The training is a blended learning delivery model, which takes place in the work place during working hours, wherever this may be, according to the apprentices role. 


This consists of: 

  • 1 to 1 monthly meetings of approx. two hours with a GLP trainer (face to face or telephone)

  • On-line learning courses and/or group sessions

  • Building an electronic portfolio of workrelated evidence

  • Maths and English at Level 2 (if not previously achieved)

  • 20% of time at work to be spent working towards apprenticeship

  • End Point Assessment (EPA) by an external examiner to complete qualification, consisting of: knowledge test, portfolio-based Interview & project presentation

Professional Qualifications, Career Progression, Links to professional Registrations

Qualifications


There are no required qualifications for this apprenticeship. Apprentices without level 1 English and Maths will need to achieve this level and take the test for level 2 English and maths prior to completion of their apprenticeship.


Progression


This apprenticeship is likely to be an entry level role to the organisation. On completion of this apprenticeship, the apprentice will be fully competent in the role and can continue to develop their career within the organisation through a range of possible pathways. These include senior credit controller and collector, credit risk analyst, team leader and credit manager. If the apprentice chooses to study the suggested CICM qualification, they will become affiliate members of the Chartered Institute of Credit Management. This will put them on the pathway towards full qualification as a credit manager and full professional membership of the Chartered Institute of Credit Management.