Cash Applications Specialist

2 weeks ago


Livingston, California, United States Veritext Legal Solutions Full time
Job Overview

Veritext Legal Solutions is seeking a highly skilled Cash Applications Associate to join our team. As a key member of our financial operations team, you will be responsible for processing and reconciling payments, ensuring accurate and timely application of funds to client accounts.

Key Responsibilities
  • Apply incoming payments to the correct client accounts, including credit cards, EFTs, and checks
  • Reconcile daily payment applications to ensure accuracy and completeness
  • Process credit card payments for clients through our secure online portal
  • Review and distribute banking correspondence to relevant teams
  • Research and resolve payments with missing payment details
  • Follow up on unapplied and unidentified payments to ensure timely resolution
  • Identify and process refunds as needed
  • Handle cash application requests from clients and internal teams
Requirements
  • 1-2 years of experience in cash applications or a related field
  • Strong problem-solving and analytical skills
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office and Excel
  • Ability to work independently and as part of a team
Benefits
  • Comprehensive medical, dental, and vision insurance
  • Paid time off and holidays
  • Robust mental health benefits
  • Matched 401(k) plan
  • Pet insurance
  • Flexible spending accounts
  • Company-paid life insurance and disability insurance
  • Learning and development opportunities
About Veritext Legal Solutions

Veritext Legal Solutions is a leading provider of deposition and litigation support solutions. We offer a comprehensive range of services, including deposition services, trial presentation, and document management. Our team of experienced professionals is dedicated to providing exceptional service and support to our clients.

We are committed to fostering a diverse and inclusive work environment that values and respects the contributions of all employees. If you are a motivated and detail-oriented individual with a passion for finance and customer service, we encourage you to apply for this exciting opportunity.



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