New Job Opportunity with CWRT: Credit Assistant

CWRT (Coventry & Warwickshire Reinvestment Trust) are looking to hire a new Credit Assistant to join their growing team in Coventry!


Job Type: Full-time

Salary: £20,000.00 to £22,000.00/annum

Job Summary

  • The purpose of this role is to handle our debt collection up to a Formal Demand, assist with the accounts and be CWRT’s lead personal loan officer also supporting the Loan’s team.

Key Role and Responsibilities:

  • Liaising with customers who have missed payments, cancelled or want to set up their Direct Debit and wish to change their payment date/amount.
  • Chasing aged debt and if necessary, send notice of failed payments to customers up to formal demand.
  • Arranging and organising payment plans.
  • Posting of all cash receipts.
  • Maintenance of data for all Customers.
  • Setting up new customers and checking credit limits.
  • Assess personal loan applications for viability and affordability in line with our lending policy.
  • Conduct meetings with personal loan customers to discuss their loan and sign loan documents.
  • Quality control of all loan applications – Audit all loan applications to make sure they fit within industry standard.
  • Member of the Lending Group.
  • Oversight of financial data, management, and reporting systems.

Other Responsibilities/Notes:

  • Support Fund reporting.
  • Help with the Loan Support Service.
  • Support Credit control reporting.
  • Support Marketing activities (i.e website updates, case studies, marketing material creation etc).
  • Undertake other duties as required, cross train on other areas of the business.
  • Comply with all CWRT’s policies and procedures including Money Laundering, Health and Safety, Equalities and Diversity, Treating Customers Fairly, and Data Protection requirements.
  • Undertake duties required by legislation, regulatory bodies, and contracting partners.

Job Type / Category

  • Contact: Full Time - Permanent
  • Working Hours: Monday to Friday - 9am - 5pm


  • £20,000 - £22,000

Required Education, Skills and Qualifications:

  • We are looking for a committed individual who is organised, hardworking and able to deal with different stakeholders.
  • Other skills we are looking for are:
    • Credit/Finance experience, though not a necessity.
    • Uses initiative to achieve results.
    • Strong team player.
    • Self-awareness with confidence to work independently and take responsibility for own development.
    • Quick on your feet.
    • Has strong attention to detail.
    • Strong numeracy skills
    • Excellent with Microsoft Office applications - especially Excel and SharePoint.


  • The successful candidate will have the opportunity to make the role their own, within an organisation that champions innovative ideas and is receptive to changes.
  • We are keen to give accredited training where applicable and encourage individuals to grow and develop into other areas of the business.

Important Dates:

  • Deadline to apply is the 8th February 2019 with interviews being held week commencing the 11th February 2019

How to Apply:

Click the following link to apply for this role: