Cash Applications Specialist
2 weeks ago
Veritext Legal Solutions is seeking a skilled Cash Applications Associate to join our team. As a key member of our financial operations, you will be responsible for processing and reconciling client payments, ensuring timely and accurate application of funds to client accounts.
Key Responsibilities:
- Apply incoming payments to the correct client accounts, including credit cards, EFT, and checks
- Reconcile all payment applications daily to ensure accuracy and completeness
- Process credit card payments for clients through our secure portal
- Review and distribute banking correspondence to relevant teams
- Research and resolve payments received without payment details
- Daily follow-up on unapplied/unidentified payments to ensure timely resolution
- Identify and process refunds as necessary
- Handle cash application requests from clients and internal departments
Requirements:
- Assertive, proactive, and efficient with excellent problem-solving and follow-up skills
- Ability to work independently and take initiative
- Strong computer skills, including proficiency in Microsoft Office and Zoom
- Customer service-oriented with excellent interpersonal skills
- Excellent attention to detail and organizational skills, with ability to multitask
- 1-2 years' experience in cash applications or a related field
- Experience with Excel spreadsheets required
Benefits:
- Comprehensive medical, dental, and vision insurance
- Paid time off, including 8 paid holidays, 3 personal days, vacation, sick, and discretionary time
- Robust mental health benefits, including virtual counseling and support
- Matched 401(k) plan for retirement savings
- Pet insurance to support the well-being of your pets
- Flexible spending accounts for healthcare, dependent care, transit, and parking
- Company-paid life insurance and short-term/long-term disability insurance
- Learning and development opportunities to advance your career
- Veritext Summer Camp, a fun and engaging culture-building experience
- Generous employee referral program, tuition reimbursement, and more
Veritext Legal Solutions is an equal opportunity employer committed to diversity, equity, and inclusion. We participate in E-Verify and will provide the federal government with your Form I-9 information to confirm your eligibility to work in the United States.
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