Collections Specialist​/Credit Analyst

Carotek, a Sun Source 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.

Carotek Inc. (A Sun Source 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 reach 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.

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

• 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, 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 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.
• Conduct audits and update customer accounts to ensure accuracy of terms and relevance of customer information.
• Analyze 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.

• Two or more years of Accounts Receivable/Credit experience (preferred).
• Associate degree in Accounting or a 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.
• Familiarity with Epicor Prophet 21 (preferred but not required).
• Proficient with Microsoft Excel and 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  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 for additional information. (For Illinois E‑Verify information , aquí).

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