Cash Applications Specialist I

GreatAmerica is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We have also recently become a bank!
We Are Looking to Add a Key Member to Our Cash Applications Team!
Ownership of Cash Application related duties for GFSC Including, applying payments quickly and accurately to ensure accurate invoicing, delinquency reporting, and timely late charge posting. This role provides opportunity for working and building relationships with internal and external Customers.
As a Cash Applications Specialist, you will:
Basic understanding of the systems utilized by Cash to service various types of contracts with a focus on Infolease, ServiceCloud, Lockbox Reporter, and other Cash Application platforms
Exhibits understanding of lessors and differing needs based on industry or customer preference.
Owns cash application processes including, but not limited to:
Applies payments received by various methods (Lockbox, ACH, Phone Pay, Bill Pay, Live), in conjunction with lease agreement
Reformat and balance daily posting files from various resources (Banks, Phone Pay Portal, ACH). Assist with daily reconciliations to ensure applications are complete and accurate
Set up customer banking information for ACH processing and generate/transmit withdrawal files.
Process returned payment notifications from various sources
Post Cash journal entries reflecting payment application activity
Assist with routine quality control checks to ensure accuracy and deliver a superior customer experience.
Responsible for pulling and balancing
Assist in basic daily and monthly disposition tasks, as needed
Responsible for the completion of work orders/cases/emails, and other requests submitted to the Cash Team
Responds to customer inquiries and research requests
Lives the GreatAmerica principles; involved in cross functional team efforts as required and assigned
To be successful in this role you will need:
Education
High School Diploma or equivalent required
Two-year college education desired
Experience
One to three years’ experience or equivalent combination of education and experience required
Computer Skills
Excel, Word, Access, Outlook, Infolease, SharePoint, PBS, and OnBase
Other Requirements
Ten-key calculator, ability to multi-task, ability to work in a fast-paced environment, ability to meet deadlines, ability to be a strong positive team player, takes initiative
Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:
Financial Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Health, Wellbeing, and Family Planning Benefits
Paid Vacation
Paid Sick Days
Paid Holidays
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long-Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Education and Career Planning Benefits
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Perks
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!
If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.
Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.