Cash Application Specialist
Listed on 2026-09-06
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Finance & Banking
Office Administrator/ Coordinator, Financial Analyst, Accounts Receivable/ Collections, Accounting & Finance
Great America Financial Services 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 Are Looking to Add a Key Member to Our Cash Applications Team! Ownership of Cash Application related duties for GFSC Including, applying payments quickly and accurately to ensure accurate invoicing, delinquency reporting, and timely late charge posting. This role provides opportunity for working and building relationships with internal and external Customers.
Responsibilities- Basic understanding of the systems utilized by Cash to service various types of contracts with a focus on Infolease, Service Cloud, Lockbox Reporter, and other Cash Application platforms
- Exhibits understanding of lessors and differing needs based on industry or customer preference.
- Owns cash application processes including, but not limited to:
- Applies payments received by various methods (Lockbox, ACH, Phone Pay, Bill Pay, Live), in conjunction with lease agreement
- Reformat and balance daily posting files from various resources (Banks, Phone Pay Portal, ACH).
- Assist with daily reconciliations to ensure applications are complete and accurate
- Set up customer banking information for ACH processing and generate/transmit withdrawal files.
- Process returned payment notifications from various sources
- Post Cash journal entries reflecting payment application activity
- Assist with routine quality control checks to ensure accuracy and deliver a superior customer experience.
- Responsible for pulling and balancing
- Assist in basic daily and monthly disposition tasks, as needed
- Responsible for the completion of work orders/cases/emails, and other requests submitted to the Cash Team
- Responds to customer inquiries and research requests
- Lives the Great America principles; involved in cross functional team efforts as required and assigned
- High School Diploma or equivalent required
- Two-year college education desired
- One to three years’ experience or equivalent combination of education and experience required
- Excel
- Word
- Access
- Outlook
- Infolease
- Share Point
- PBS
- On Base
- Ten-key calculator
- Ability to multi-task
- Ability to work in a fast-paced environment
- Ability to meet deadlines
- Ability to be a strong positive team player
- Takes initiative
- 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 - starting at 80 hours annually for employees in their first year of service.
- Paid Sick Days - Ten (10) per year with a conversion option for unused time.
- Ten (10) Paid Holidays per year
- 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.
Great America 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, Great America offers innovative non-financial services to help our customers grow. At Great America we…
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