Collections Specialist ​/ Credit Analyst

Company Overview

Carotek, a Sun Source company, provides process equipment solutions for 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.

• 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
• Resolve all overdue account balances
• Perform day‑to‑day activities that ensure effective account management of assigned collection accounts
• Review open A/R for all assigned accounts and prioritize collection activities to maximize cash collections
• Interface with Sales, Operations and Finance departments to resolve billing, collection and credit issues
• Establish strong working relationships with field team to support collections efforts
• Monitor changes in customer financial status and payment patterns
• Audit and maintain customer accounts to ensure terms are accurate and customer profiles have current information
• Review account status using current and historical invoicing and payment activity analysis
• Notify customers of new banking information
• Complete customer requests for ACH banking information
• Scan sales tax certificates into Doc Star
• Weekly reconcile account reports
• Assist senior accounting personnel with other general accounting duties when required
• Perform other office administrative duties as needed

• 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, written and verbal
• Strong attention to detail, analytical and problem‑solving skills
• Good interpersonal skills working with internal and external customers
• Familiarity with using Epicor Prophet 21 (preferred but not required)
• Proficient with Microsoft Excel
• Ability to multitask and reevaluate priorities when necessary
• Ability to make decisions independently and perform job duties with minimal supervision

This is a full‑time in‑office position. Work hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. The 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  to request reasonable accommodation. This employer uses E‑Verify.