Collections Specialist / Credit Analyst

Accounts Receivable Specialist

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.

You will be responsible for communicating with customers via phone conversations, email and letters concerning the status of invoice payments. You will be working closely with the accounting team to maintain financial records, run reports, and record a wide range of transactions.

Main job duties:

• Monitor the firm's accounts receivable and identify overdue accounts
• Contact customers with overdue accounts and attempt to collect
• Resolve customer issues concerning billing
• Submit regular reports on the status of unpaid accounts and any repayment progress
• Maintain records of contacts
• Resolves all overdue account balances
• Performs day-to-day activities that ensure effective account management of assigned collection accounts
• Reviews open A/R for all assigned accounts and prioritize collection activities to maximize cash collections
• Interfaces with Sales, Operations and Finance departments to resolve billing, collection and credit issues
• Establishes strong working relationships with field team to support collections efforts.
• Monitors changes in customer financial status and payment patterns
• Audits and maintains customer accounts to make sure terms are accurate and customer profiles have current information
• Reviews account status using current and historical invoicing and payment activity analysis
• Notify customers of new banking information
• Complete customer request for ACH banking information
• Scan sales tax certificates into Doc Star
• Weekly reconciliation of account reports
• Assist senior accounting personnel with other general accounting duties when required
• Other office administrative duties as needed

This is a full-time in-office position. The work hours are Monday through Friday, 8:00 a.m. to 5 p.m.

Ideal candidate will be someone with:

• Two-year Associate degree in Accounting or Business-related field
• Strong customer service skills
• Two years collections experience
• At least two years of general accounting experience in a related profession
• High level of organizational skills, integrity and accuracy
• 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
• Ability to multitask and reevaluate priorities when necessary
• Able to make decisions independently and perform job duties with minimal supervision

This position is housed in the Carotek office in Matthews, NC but reports to a manager off-site. You will also receive guidance and direction from Carotek management personnel.

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 View email address on click.appcast.io to request reasonable accommodation. This employer uses E-Verify. Please click here for additional information.