Cash Applications Specialist I

GreatAmerica Financial Services

Cedar Rapids, IAOn-siteFull time
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Location
Cedar Rapids, IA
Work style
On-site
Job type
Full time
Posted
Oct 21
2 days ago
Career path

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About the company

GreatAmerica Financial Services

Financial services · 501 to 1,000 employees

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!

GreatAmerica Financial Services on LinkedIn

What you'll do

  • Apply payments received by various methods in conjunction with lease agreements
  • Reformat and balance daily posting files from various resources
  • 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
  • Respond to customer inquiries and research requests
  • Complete work orders/cases/emails and other requests submitted to the Cash Team

What you need

  • High School Diploma or equivalent required
  • One to three years’ experience or equivalent combination of education and experience required
  • Excel, Word, Access, Outlook, Infolease, SharePoint, PBS, and OnBase
  • Ten-key calculator
  • Ability to multi-task and work in a fast-paced environment
  • Ability to meet deadlines and be a strong positive team player
  • Takes initiative
  • Two-year college education (preferred)
  • Education: a high school diploma or an associate degree

Key skills

ExcelWordAccessOutlookInfoleaseSharePointPBSOnBasemulti-taskmeet deadlinesstrong positive team playertakes initiative

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Perks

  • Monthly Bonuses
  • 401(k) and Company Match
  • Annual Profit Sharing
  • Paid Time Off
  • Health Insurance
  • Tuition Assistance
  • Paid Parking
  • Hybrid work arrangements

See full description on company page, apply now

Read the full posting here
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.

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