Cash Application Specialist
About The Position
The Cash Application Specialist is responsible for accurately and timely posting and reconciling client payments across multiple methods, including ACH, wire, check, and credit card transactions and supports daily cash operations. Responsibilities: Ensure accurate and timely posting of payments to client files, including ACH/wires, checks, and credit cards in accordance with accounting policies and procedures. Scan and prepare payment posting batches to GL/billing system. Prepare daily cash log for payments received by mail and EFT. Research payment issues and communicate with other departments for a resolution. Use external commercial and third-party web portals to research and identify payment allocation for partial payments by working professional. Work closely with AR on tracking payments and credits for reconciliations and refunds. Assist with tracking and reissuing uncleared checks. Assist with Special Projects as assigned. Perform other duties as assigned by Supervisor. Requirements: At least 2 years of cash posting experience required, preferably in a law firm or similar setting. Strong attention to detail and problem-solving skills for reconciliation and research. Ability to handle large volumes of data efficiently. Must have superior organizational skills to maintain consistent, accurate records. Effective verbal and written communication with clients, attorneys, and leadership. Knowledge of the terms and understanding associated with day-to-day functions of a cash poster. Must be friendly, professional, and cooperative with a good aptitude for customer service and problem solving. Intermediate Microsoft Excel skills. Aderant software experience a plus. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Equal Opportunity Employer Kahana Feld provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Requirements
- At least 2 years of cash posting experience required, preferably in a law firm or similar setting.
- Strong attention to detail and problem-solving skills for reconciliation and research.
- Ability to handle large volumes of data efficiently.
- Must have superior organizational skills to maintain consistent, accurate records.
- Effective verbal and written communication with clients, attorneys, and leadership.
- Knowledge of the terms and understanding associated with day-to-day functions of a cash poster.
- Must be friendly, professional, and cooperative with a good aptitude for customer service and problem solving.
- Intermediate Microsoft Excel skills.
Nice To Haves
- Aderant software experience a plus.
Responsibilities
- Ensure accurate and timely posting of payments to client files, including ACH/wires, checks, and credit cards in accordance with accounting policies and procedures.
- Scan and prepare payment posting batches to GL/billing system.
- Prepare daily cash log for payments received by mail and EFT.
- Research payment issues and communicate with other departments for a resolution.
- Use external commercial and third-party web portals to research and identify payment allocation for partial payments by working professional.
- Work closely with AR on tracking payments and credits for reconciliations and refunds.
- Assist with tracking and reissuing uncleared checks.
- Assist with Special Projects as assigned.
- Perform other duties as assigned by Supervisor.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
