Cash Application Specialist

• Responsible for the day-to-day accurate posting of cash receipts., * Verify and record all forms of payment (receipts) in Financial System.
• Processes credit card payments/transactions through Pay-Trace/Credit Card Vendor.
• Verifies all ACH and wire data to ensure accurate posting.
• Contacts attorneys and clients on overpayments to determine proper handling.
• Prepares necessary documentation to seek client refund per firm policy.
• Manages all excess balances on the matter to ensure refunds or application to future billing is accomplished in a timely
• manner.
• Applies/unapplies payments as requested by attorney and/or billing department when corrections are needed.
• Sends W-9 and Credit Card payment links to clients and/or attorneys upon request.
• Completes vendor request forms/ACH forms. Creates new client profiles for E-Payables payment set-up.
• Creates life-to-date AR history reports for clients and attorneys as requested.
• Communicates client address changes with appropriate departments.
• Understands deductions/discounts taken on invoice payments per E-Billing sites and processing write offs timely in
• accordance with firm policy.
• Processes write offs on balances as instructed by Attorney, Manager, or Billing Team per firm policy.
• Ensures spreadsheets and documents are revised and updated as necessary.
• Performs other duties as assigned.

Do you have experience in Microsoft Excel?, Do you have a Associate’s degree?, * The ideal candidate will have 3-5 years’ experience in cash applications in a service industry with a practical knowledge of data processing and Excel.

• Experience with Aderant, Expert Collection a plus., * An Associates degree is preferred.

Pulled from the full job description

• Referral program
• Tuition reimbursement
• Parental leave
• 401(k)
• Health insurance
• 401(k) matching
• Paid time off, * 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Tuition reimbursement
• Vision insurance