Cash Application Specialist Boca Raton, FL

Cash Application Specialist

We are looking for a detail-oriented Cash Application Specialist to support finance operations in Boca Raton, Florida. This position focuses on applying payments accurately, reviewing refund activity, and helping resolve account-related questions in a timely manner. The role also works closely with customer service and offshore support partners to address escalations and maintain reliable accounts receivable records.

Responsibilities:

• Oversee incoming JPMorgan communications and take appropriate action to keep cash activity organized and up to date.
• Validate system-produced policyholder refund transactions to ensure payment amounts and supporting details are correct before release.
• Apply customer and policyholder payments within the policy administration platform with a high level of accuracy.
• Examine outstanding accounts receivable balances, identify aging items, and support recommendations for write-offs when appropriate.
• Partner with customer service to resolve payment issues, including fund reversals, reapplications, cash research, urgent refunds, card voids, chargebacks, and check reissuances.
• Address complex inquiries escalated by offshore team members and provide clear follow-up to move items to resolution.
• Maintain precise financial records and support day-to-day cash posting activities that contribute to accurate reporting.
• Coordinate multiple processing priorities while meeting deadlines in a fast-paced environment.