Cash Applications Specialist

Veritext; Livingston (NJ); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Veritext is seeking a Cash Applications Associate to join their team. This role involves applying client payments accurately, reconciling accounts, and collaborating with collections. Candidates should have strong analytical and leadership skills, along with 2-4 years of relevant experience. The position offers competitive pay, hybrid work options, and various benefits.

Benefits

Competitive pay

Benefits and company-paid insurance

Paid time off

Parental leave

Tuition reimbursement

401(k) and wage access

Wellness benefits

Learning opportunities

Inclusive culture

Qualifications

• Experience in cash application or accounts receivable.
• Familiarity with legal services is a plus.

Responsibilities

• Apply incoming payments to client accounts including Credit Cards, EFT & Checks.
• Reconcile daily cash receipts and resolve discrepancies.
• Research payments received without payment details.

Skills

Analytical skills

Attention to detail

Leadership skills

Problem solving

Client-centric communication

Education

2-4 years of relevant experience

Job description

At Veritext, we focus on the details – so legal teams can focus on the case.

About the role:

Our clients rely on us to make the legal process seamless and efficient, from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and accurately. As a Cash Applications Associate, you will be responsible for applying payments to the correct client accounts. At the Specialist level, you will handle client payments, assist the Cash Applications Team, and ensure accurate processing. This role requires strong analytical skills, attention to detail, leadership skills, and a solid understanding of the Cash Applications process.

This role will be filled at the Associate or Specialist level (depending on experience).

What you'll get to do:

Associate level

1. Apply all incoming payments to the correct client accounts (including Credit Cards, EFT & Checks).
2. Reconcile all payment applications daily.
3. Process Credit Card payments via our credit card portals.
4. Review banking correspondence and distribute it to relevant teams.
5. Research payments received without payment details.
6. Follow up daily on all Unapplied/Unidentified payments.
7. Identify refunds during application.
8. Handle cash application requests from clients and departments.

Specialist level

1. Process and apply all incoming payments from Lockbox, EFT, and Credit cards accurately and promptly.
2. Reconcile daily cash receipts and resolve discrepancies.
3. Process credit card refunds and deposits.
4. Research payments with no details, duplicate payments, and overpayments.
5. Collaborate with Collections to resolve payment issues.
6. Update payment notes and process reports like the Daily Roll Forward.
7. Prepare refund paperwork and support audit requests.
8. Handle inquiries, escalate issues, and manage AR reports.

The kind of teammate we’re looking for:

• Client-centric with strong relationship-building skills.
• Responsive, solutions-oriented, professional communication.
• Problem solver who thrives under pressure.
• Proactive, anticipating needs and resolving issues.
• Experience in cash application or accounts receivable.
• Attention to detail and accuracy.
• 2-4 years of relevant experience; familiarity with legal services is a plus.

What’s in it for you:

• Competitive pay, benefits, and company-paid insurance.
• Hybrid work, paid time off, parental leave, tuition reimbursement.
• Employee programs, wellness benefits, 401(k), and wage access.
• Learning opportunities, inclusive culture, and engaging programs.

About Veritext:

Veritext is a leader in court reporting and litigation support, offering innovative technology and exceptional service across North America. We are committed to diversity, inclusion, and creating a community where everyone feels valued and heard.

Additional info:

Compensation ranges are estimates and may vary based on experience, location, and qualifications. We participate in E-Verify and will verify your eligibility to work in the U.S.