What are the responsibilities and job description for the Credit Analyst position at Watsco?
Job Description
Job Title : Credit Analyst Position at Carrier Enterprise, LLC
Location : Orlando, FL- This is a hybrid role.
About Us :
Carrier Enterprise (CE) is a leading distributor of residential and light commercial Heating, Ventilation, and Air Conditioning (HVAC) products, parts, and supplies. With more than 200 locations across North America and the Caribbean, we pride ourselves on delivering high-quality products and services to HVAC dealers and contractors. As a key player in the HVAC / R industry, Carrier Enterprise is committed to operational excellence, customer satisfaction, and continuous growth.
Website : Position Overview :
We are seeking an Entry-Level Credit Analyst to join our dynamic team. The ideal candidate will bring experience in B2B collections, including both outbound and inbound calls, and a keen interest in growing within the credit and collections field. As a Credit Analyst, you will be responsible for managing a portfolio of accounts, performing daily collections activities, and ensuring compliance with company credit policies. You will also collaborate with internal teams, including credit, sales, and operations, to resolve account discrepancies and improve overall financial performance.
Responsibilities :
- Manage a portfolio of accounts to achieve monthly and quarterly collections goals.
- Conduct regular follow-ups on accounts aged over 30 days, with a focus on accounts 90 days past due, aiming to reduce balances in the over-90-day category to less than 2%.
- Make outbound and take inbound calls to resolve outstanding balances, maintain customer relationships, and ensure timely payment.
- Assist in maintaining monthly targets for Days Sales Outstanding (DSO), aging, unapplied cash, and Miscellaneous credit balance reductions.
- Document all interactions, disputes, and resolutions using external platforms.
- Develop action plans for aged accounts over 90 days and escalate potential bad debt to the Credit Manager.
- Ensure compliance with all company credit policies and procedures, as well as internal and external audits.
- Assist Credit Managers with special projects as needed, including tax adjustments, credit reviews, and job account setup.
- Participate in ongoing training to continuously improve credit and collections skills and knowledge.
- Ensure the timely and accurate processing of payments, including Electronic Funds Transfer (EFT) and check deposits.
- Maintain strong relationships with customers and internal teams to ensure issues are handled professionally and promptly.
- Other Duties as Assigned
About Us
Carrier Enterprise (CE) is a subsidiary of the largest independent HVAC / R distribution company in the world, Watsco, Inc. At CE we proudly distribute industry leading brands such as Carrier, Bryant, Payne, GREE and other brands of HVAC and Refrigeration equipment, as well as a full-line of aftermarket parts, supplies and accessories. CE has approximately 200 locations throughout 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada with over 2,000 employees. Our vast footprint, inventory and e-Commerce platform allows us to provide our customers with best in class service when they need it and where they need it.
Carrier Enterprise is dedicated to providing Comfort Excellence to the HVAC / R industry. Our vision for Carrier Enterprise is simple...to become a world-class distribution company, and achieve differentiation through the relentless pursuit of service excellence. Our customers and our employees make the difference. We have vast opportunities at our stores, distribution centers, field offices, business units and Headquarter location. We embrace the diverse experiences, backgrounds, knowledge and ideas that make up our company culture. Those experiences only strengthen our teams and our business. From our retail locations to our e-Commerce and mobile platforms our team has the tools to help you grow your career at Carrier Enterprise. See where your drive will take you!
Find out more about CE at
Carrier Enterprise is an Equal Opportunity Employer. CE offers a competitive total pay (plus bonus on sales incentives) and benefits package inclusive of health, dental, vision, life insurance and 401(k).
Requirements
Benefits : Health Insurance
Health Savings Account
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance (Short-term and Long-term)
Employee Assistance Program (EAP)
Tuition Reimbursement Professional Development
Paid Vacation Sick time
Company Paid Holiday's
401(k) Plan with Employer Match
Employee Discount Program
Invitation to Apply :
Full-time and part-time positions are available. To explore this exciting opportunity and other career opportunities at Carrier Enterprise, visit our careers page at Learn more about our company and team.
Equal Opportunity Statement :
Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence.
