Cash Application Specialist

Lancesoft, Inc.
Grimes, IA, United States
12 days ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours

Tech stack

Microsoft Excel Electronic Mailing Oracle (Applications)

Job description

We are seeking a Cash Application Specialist to support commissions, revenue, cash application, and payment reconciliation activities. The ideal candidate will have hands-on experience with cash applications, accounts receivable, payment discrepancies, and Oracle, along with strong attention to detail and professional communication skills., * Support cash application, commissions, revenue, and payment processing activities.

  • Research and resolve overpayments, underpayments, and payment discrepancies using Oracle.
  • Accurately apply and reconcile payments to the appropriate accounts.
  • Assist with policy builds and related financial processing activities.
  • Communicate professionally via email with clients and insurance carriers regarding payment and account-related matters.
  • Investigate discrepancies and coordinate with internal teams to ensure timely resolution.
  • Maintain accurate records and documentation related to cash application activities.
  • Work closely with client-facing and internal teams to resolve issues and ensure accurate financial transactions.
  • Support the team’s transition toward a new cash application system.

Requirements

  • Experience in cash application, accounts receivable, payment processing, or payment reconciliation.
  • Experience researching and resolving overpayments, underpayments, and payment discrepancies.
  • Experience working with Oracle or a similar ERP/financial system.
  • Strong attention to detail and accuracy.
  • Excellent written communication skills, particularly for external email communication.
  • Ability to work effectively in a team-oriented environment.
  • Dependable, organized, and comfortable managing multiple priorities.

Preferred Qualifications

  • Experience working with insurance carriers or insurance-related financial transactions.
  • Knowledge of commissions, revenue operations, billing, or policy administration.
  • Experience with cash application system implementations or process transitions.
  • Strong Excel and reconciliation skills.

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