Cash Application Specialist

at  PERRY proTECH

GENERAL REQUIREMENTS:

• Extremely detail-oriented and organized
• Analytical and procedure-driven with strong researching and problem-solving skills
• Adaptable and time-efficient
• Self-motivated, flexible, and take initiative
• Excellent verbal and written communication skills
• Prioritize customer service and client satisfaction
• Present yourself in a professional and courteous manner as a representative of PERRY proTECH
• Uphold and embody PERRY proTECH core values at all times
• Abide by PERRY proTECH policies and procedures outlined in the Company Handbook

QUALIFICATIONS:

• High School Graduate
• Previous customer service/ office experience is required
• Proficient in Microsoft Office Suite

Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

• Post all incoming payments (checks, credit cards, electronic payments), researching and troubleshooting as needed
• Authorize credit card transactions
• Apply/unapply payment requests
• Post and reconcile leasing company receivables
• Address any leasing short/overpayments and research aged transactions
• Contact customers on payment issues
• Monitor and address credit hold transactions
• Address and resolve customer inquiries
• Collaborate and follow-up with other accounting staff to ensure accuracy in financials
• Work closely with Accounts Receivable Specialists
• Update customer records including contact information, electronic invoicing, and credit holds as it relates to Accounts Receivable
• Process customer requests for electronic payment information, Federal W9 Form, and Certificate of Insurance
• Utilize programs and software that include are but not limited to ERP Software, Document Storage Software, Microsoft Office Products, credit card application, and leasing companies access