Cash Applications Leader

GreatAmerica Bank National Association; Cedar Rapids (IA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Monthly Bonuses

401(k) and Company Match

Paid Time Off

Health Insurance

Hybrid work arrangements

Gym Reimbursement

Parental Leave

Job summary

GreatAmerica is seeking a Cash Applications Leader to guide the Cash Team, oversee training, procedures, and technology, and partner with leaders across the organization to advance the function.

The role emphasizes coaching, process improvements, staffing, and performance monitoring to ensure timely cash applications and exceptional customer service.

Qualifications

• Bachelor’s degree or a minimum of four years of directly related work experience.
• Must possess strong leadership skills to serve as a role model for the team and GreatAmerica.
• Proficient with Microsoft Excel with a working knowledge of other Microsoft Office applications required.
• Exceptional organizational, analytical and follow through skills are required.

Responsibilities

• Lead the Cash Team and oversee training, procedures, technology, hiring and succession planning.
• Ensure team processes and performance align with Policies and Procedures.
• Oversee timely cash applications for customers and monitor productivity and customer satisfaction.
• Provide coaching and mentorship; ensure coverage on all team duties and maintain documentation/backups.
• Coordinate training for new hires and tenured team members; serve as liaison for Cash topics (e.g., third-party onboarding).
• Partner with functional leaders on hiring and transformational projects affecting Cash Applications.

Skills

Leadership

Coaching & Mentoring

Organizational skills

Analytical skills

Communication

Education

Bachelor's degree or 4 years related experience

Tools

Microsoft Excel

MS Office

Job description

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!

The Cash Leader is responsible for leading the Cash Team including overseeing all facets of training, procedure management, technology, hiring and succession planning. As a member of the leadership team, this individual is a strong role model for the GreatAmerica principles and the GreatAmerica Experience. The right candidate will have a vision for the Cash function and its role in the delivery of GreatAmerica’s mission, driving strategic initiatives that move the function toward that vision. They will foster strong working relationships with leaders at all levels of the organization and be proactive in addressing issues that impact their function.

As a Cash Applications Leader, you will:

• Ensure team’s processes and performance is in accordance with Policies and Procedures
• Participate in leadership routine review of Policies and Procedures as it relates to function
• Oversees the process of administering timely cash applications for our customers
• Leader in culture of quality overseeing team-owned quality checks
• Monitor team performance including but not limited to productivity and customer satisfaction
• Provide coaching and mentorship which includes, but is not limited to,
• Oversees and ensures coverage on all team duties, tracking metrics on responsibilities and ensuring documentation and backup is in place
• Challenges the team to continuously improve its process efficiency and performance effectiveness
• One-on-ones to evaluate progress of position (goal setting, PDP reviews)
• Coordination of training for new hires as well as tenured team members based on needs of the individual and client-specific processes
• Serve as functional liaison for Cash related topics, including third-party partner onboardings
• Partner with appropriate functional leaders on hiring process for filling open positions
• Manage initiatives impacting Cash Applications, including but not limited to partnering with functional leaders on transformational projects, system enhancements, review of potential clients and strategic planning
• Acts in accordance with GreatAmerica’s core values, serving as a role model and coach to others

To be successful in this role you will need:

• Education Requires a bachelor’s degree or a minimum of four years of directly related work experience
• Experience Must possess strong leadership skills to serve as a role model for the team and GreatAmerica
• Computer Skills Proficient with Microsoft Excel with a working knowledge of other Microsoft Office applications required
• Other Requirements Exceptional organizational, analytical and follow through skills are required

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!

We value diverse backgrounds and adding new perspectives.

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.

GreatAmerica is the largest independent, family-owned national commercial equipment finance companies in the U.S. and is dedicated to helping manufactures, vendors, and dealers be more successful and keep their customers for a lifetime. With a focus on the small ticket vendor and OEM finance channel we have partnered with some of the largest and industry leading companies in the Office Equipment, Communications, IT, Automotive, Construction, Healthcare, and Franchise market sectors. In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow. We have also recently become a bank! At GreatAmerica we enjoy the benefits of being independent and family-owned, fostering quick decision making, customer response and innovation. Established in 1992 our team has grown to over 750 employees and a portfolio of over $3+ Billion. Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth. With a strong balance sheet and consistent financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of the GreatAmerica team, you will grow professionally and work with some of the most talented finance professionals in the industry. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.