National Account Credit Manager

About Us

Carrier Enterprise (CE) is a subsidiary of Watsco, Inc., the largest independent HVAC/R distribution company in the world. CE distributes leading brands such as Carrier, Bryant, Payne, GREE, and others, along with aftermarket parts, supplies, and accessories. With over 200 locations across 28 states, Puerto Rico, the Caribbean, Latin America, Mexico, and Canada, CE employs over 2,000 people. CE aims to provide comfort excellence to the HVAC/R industry and strives to become a world-class distribution company through service excellence.

Objective

This role is an individual contributor without direct reports. Reporting to the Revenue Risk Manager, the National Account Credit Manager will manage an A/R portfolio of $5+ million. The role involves credit extension and collection, resolving credit and collection issues, and providing ad-hoc reports to management. The position requires attending sales and customer meetings related to credit matters.

Key Responsibilities

• Responsible for credit extension and collection of A/R for assigned portfolio in accordance with Company policy and applicable law.
• Work closely with branch managers, sales team, customers (internal and external) to resolve credit and collection issues, including outbound collections calls.
• Balance cultivating strong relationships with customers, while aggressively working to keep 90+ day past due accounts, aging, and write-offs to a minimum.
• Handle and store credit files and account receivable records for assigned portfolio.
• Provide ad-hoc reports to management regarding status of accounts.
• Attend sales and customer meetings pertaining to credit matters.
• Support full compliance of all company credit policies and procedures, working with regional credit staff and internal/external auditors.
• Demonstrate commitment towards process excellence and a willingness to challenge existing processes.
• Analyze collection processes and establish best practices.
• Take the initiative to identify areas of opportunity and innovative ways of doing business.
• Additional special projects may be assigned.

Qualifications

• Exceptional customer service skills.
• Understanding of Order Management & AR systems.
• Proficiency in financial analysis, including interpretation of financial statements, credit reports, and industry data.
• In-depth knowledge of credit risk assessment techniques, credit policies, and legal regulations.
• Strong analytical & problem-solving skills.
• Excellent written & oral communication skills; ability to maintain a professional and pleasant demeanor.
• Able to analyze complex data and reports and manage multiple priorities.
• Able to work independently and collaboratively in a team environment.
• Build strong relationships with internal and external stakeholders.
• Solid organizational skills and the ability to effectively communicate with all levels of the organization.
• Above average PC skills and Microsoft Office skills to include Word, Excel, PowerPoint, Outlook, Access, and other web-based applications.

Requirements

• 4-year bachelor’s degree.
• 5 years of Credit and Accounts Receivable experience preferred.