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.
Responsibilities
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 p.m.
Requirements
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
We are an Equal Employment Opportunity Employer M/F/V/D. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. eeopost.pdf (dol.gov). WE PARTICIPATE IN E-VERIFY E-Verify Participation Poster English and Spanish (uscis.gov). If you are an individual with a disability and require an accommodation to complete the application process, please contact [email protected] to request reasonable accommodation. Only requests for accommodations in the application process will be returned. All offers of employment are contingent upon satisfactory completion of pre-employment background check and pre-employment drug testing, as allowed by law.
