Collections Specialist / Credit Analyst in Matthews, North Carolina at SunSource

Carotek, a SunSource company, provides process equipment solutions for the industrial, commercial and municipal markets in North Carolina, South Carolina, Tennessee, Georgia and Virginia. Carotek represents over 85 manufacturers as their process equipment distributor, representative, and repair center for pumps, blowers, heat exchangers, valves, instrumentation, IIoT, steam, hydronics and municipal products. www.carotek.com

Carotek Inc. (A SunSource Company) is currently looking for an energetic and self-driven Collections Specialist/Credit Analyst to enhance our accounting team based in Matthews, NC. The successful candidate will be tasked with reaching out to clients through phone calls, emails, and written correspondence to discuss the status of their invoice payments. Collaboration with the accounting team will be crucial, as you will help maintain accurate financial records, generate reports, and document a variety of transactions.

Initiate and manage collection calls and written communications within a fast-paced, results-oriented setting, ensuring effective engagement with customers to facilitate timely payments

Supervise and maintain responsibility for assigned accounts, which includes managing collection outreach, making necessary account adjustments, processing small balance write-offs, and performing customer reconciliations to ensure accuracy

Regularly provide the credit manager with updates regarding outstanding accounts and any developments related to repayment efforts, ensuring transparency and informed decision-making

Focus on reducing the overdue balances of specific accounts through strategic collection efforts and proactive communication with customers

Monitor changes in customers' financial situations and payment patterns to identify potential risks and opportunities for improved collection strategies

Collaborate with Sales, Operations, and Finance teams to address billing, collection, and credit challenges

Conducts audits and updates customer accounts to ensure accuracy of terms and relevance of customer information

Analyzes account status through examination of both current and past invoicing and payment activities

Undertake additional duties and responsibilities as required to support the overall objectives of the Accounts Receivable Department, contributing to team efficiency and effectiveness

This is a full-time in-office position. The work hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. You will physically sit at the Carotek site but will report to a sister company representative that resides off-site.

Two plus years Accounts Receivable/Credit experience preferred

Associate degree in Accounting or Business-related field

Strong communication skills both written and verbal

Strong attention to detail, analytical and problem-solving skills

Good interpersonal skills working with internal and external customers

Familiar with using Epicor Prophet 21 (preferred but not required)

Proficient with Microsoft Excel & Word

Ability to multitask and reevaluate priorities when necessary

Able to make decisions independently and perform job duties with minimal supervision

Equal Opportunity Employer, including disability and protected veteran status. If you are an individual with a disability and require an accommodation to complete the application process, please contact recruiting@sunsrce.com to request reasonable accommodation. Only requests for accommodation in the application process will be returned from this email address. This employer uses E-Verify. Please click here for additional information. (For Illinois E-Verify information click here, aqu).

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