Credit Controller & Collector Apprenticeship

As the only national trade association in the UK for organisations active in the debt collection and debt purchase industry with a history dating back to 1906 and an industry-leading Code of Practice designed to uphold the highest standards, we have unrivalled knowledge and experience of the credit management and debt collection function. At any one time, our members hold up to £60bn for collection, returning nearly £4bn in collections to the UK economy per annum.

Credit control and debt collection roles are at the centre of operations across all sectors of UK and international commerce. Those working in these roles are responsible for managing and protecting cash flow, and recovering unpaid money owed while achieving fair outcomes for all. They are required to have detailed knowledge of law, regulations, and the business environment, as well excellent interpersonal and technical skills so that they can proactively interact with potentially ‘high risk’ consumers and commercial customers.

The Apprenticeship Levy funded Level 2 Credit Controller and Collector Apprenticeship Standard is a cost-effective way for public and private sector organisations to up-skill or re-skill new or existing employees from a standing start on a successful career pathway in this business-critical area.

‘The programme develops the knowledge, skills, and behaviours needed to carry out the range of activities credit controllers and collectors are responsible for, including:

• Monitoring and managing customer accounts and payments.

• Following organisational policies and ensuring that quality targets are met.

• Processing credit applications.

• Agreeing credit terms and/or payment arrangements.

• Invoicing. Allocating and reconciling cash.

• Proactively contacting customers who have reached credit limits or terms in order to minimise bad debts while retaining positive relationships for the long term.

• Resolving straight-forward disputes to recover outstanding balances.

• Debt support, advice, and signposting.

Module 1 - Introduction to Credit Control/Collections

Module 2 - Legal, Regulation and Compliance. Industry and Organisation Products & Services

Module 3 - Credit Management. Collections Products and Services

Module 4 -Compliance and Risk. Complaints, Vulnerable Customers

Module 5 - Debt Solutions, Customer Types, Financial Difficulties, Vulnerable Customers

Module 6 - Customer Service, Change, Negotiation and Influencing, Behaviours

Module 7 Preparing for End Point Assessment 

Typical roles include Credit Controller, Collections Administrator, Accounts Receivable Assistant, Collections Agent, Recoveries Assistant and Customer Account Officer.

For more information visit the Skills England website here.

An award-winning learning and development specialist and an Approved Apprenticeship Training Provider, CSA Learning supports firms and employers to train, improve and assess their workforces in our specialist areas including credit, debt collection, compliance, counter-fraud, trading standards and governance.

CSA provides employers with training to reskill existing staff, as well as a means of introducing new employees to your company and sector. Our tutors are all specialists in their fields, with learner feedback consistently highlighting the exceptional standard of workshop delivery.