Finance - Cash Applications - Cash Applications Associate

Veritext•Livingston, NJ

5d•$21 - $23•Hybrid

About The Position

Providing our clients with exceptional service is the foundation of our business. The Cash Applications Associate (Corporate) accurately applies payments, minimizing client confusion and alleviating collection efforts. The Associate works collaboratively with Veritext colleagues, exhibiting Veritext Values; ensures that all client (internal and external) communications are handled in a professional, timely and courteous manner; communicates necessary information timely, accurately and effectively; reports incidents to management; welcomes new projects and ideas; continuously work to enhance job knowledge while bringing value to role.

Requirements

2+ years of related experience
Proficiency in MS Office required
Proficiency in relevant financial software packages and applications
Must possess excellent written and verbal communication skills
Customer service oriented with strong interpersonal skills
Dedicated professional with the ability to respond to requests promptly and accurately

Responsibilities

Understand Company targets and strive to meet and exceed
Understand Veritext products and services, their value and commensurate fees
Resolves issues and escalate/communicate as needed to ensure prompt and accurate resolution; assist clients in various requests such as confirming bank information and providing direct deposit forms
Ensure that cash receipts, discounts and adjustments are accurately posted to client accounts in a timely manner (includes checks, credit cards and ACH payments)
Research duplicate payments, overpayments and unapplied cash and takes appropriate action to bring to resolution in timely manner
Ensure Vision notes are entered during call or timely after ending call
Fully understand and utilize all Vision functions as they relate to your position and their impact on other functions, departments, myVeritext, reporter portal, etc
Strive to meet and exceed financial targets and metrics
Reconcile receipt batches to ensure they balance and tie back to bank deposits

Benefits

Comprehensive medical, dental and vision insurance
Company-paid life insurance
Short-term and long-term disability insurance
Earned wage access
Matched 401(k)
Paid time off
Paid Parental Leave
Tuition reimbursement
Employee equity and referral programs
Extensive mental health and wellness benefits
Learning and development opportunities including ongoing training, mentorship, and access to resources