Cash Applications Specialist

2 weeks ago


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

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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