Role Overview
This position supports efficient cash application operations by ensuring accurate processing of customer payments and maintaining up-to-date financial records. You will provide timely resolution of customer queries, participate in troubleshooting activities, and contribute to workflow improvements by identifying process inefficiencies. Working collaboratively within the team, you will uphold data quality and deliver high standards of customer service, directly impacting the integrity of financial operations.
Key Responsibilities
- Process and record customer payments against open invoices using cash application tools while maintaining system accuracy.
- Reconcile customer accounts using cash application systems, identifying and resolving discrepancies within team guidelines.
- Maintain accurate records of cash application transactions by updating customer accounts and generating transaction reports.
- Address cash application-related inquiries using customer support tools, providing clear responses through email or chat.
- Collaborate with internal team members from accounts receivable and customer service to resolve cash application issues.
- Participate in troubleshooting tasks and escalate unresolved issues to team leads as needed.
Required Skills
- Basic understanding of cash application processes and associated financial systems.
- Familiarity with customer support platforms for managing queries and communications.
- Fundamental knowledge of data entry, reconciliation, and transaction record maintenance.
- Good written communication skills for responding to customer inquiries.
- Developing proficiency in identifying process gaps and proposing improvements.
- Experience with team-based collaboration tools.
Additional Information
Optional but valuable: Certification in Accounts Receivable, Cash Application, or Financial Operations (e.g., Certified Accounts Receivable Professional CARP).
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