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Cash Application Specialist Boca Raton, FL
Job in
Boca Raton, Palm Beach County, Florida, 33431, USA
Listed on 2026-07-03
Listing for:
Robert Half
Full Time
position Listed on 2026-07-03
Job specializations:
-
Accounting
Accounts Receivable/ Collections -
Finance & Banking
Accounts Receivable/ Collections
Job Description & How to Apply Below
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.
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