Cash Applications Coordinator

Womble Bond Dickinson (US) LLP seeks a Cash Applications Coordinator to join their Phoenix, Arizona office to collaborate with Finance team members, attorneys and external partners to promote department accuracy and efficiency. The Cash Applications Coordinator plays an important role in supporting the accuracy, timeliness, and integrity of the firm’s cash receipt activity. This position helps ensure client payments are properly researched, documented, deposited, and applied in accordance with firm procedures, client remittance instructions, and applicable trust accounting requirements.

Through strong attention to detail, sound judgment, and professional communication, the Cash Applications Coordinator supports efficient payment processing, timely resolution of exceptions, reliable financial records, and a positive service experience for clients and internal stakeholders.

• Support the daily cash applications process by helping ensure incoming payments are identified, deposited, documented, and applied in a timely and accurate manner.
• Contribute to the accuracy and integrity of firm cash receipt activity by maintaining strong attention to detail, organized records, and consistent follow-through on unresolved items.
• Assist with payment research, exception resolution, and trust-related activity while following established firm procedures, documentation standards, and internal controls.
• Partner with the Cash Applications Manager, Finance, Billing, Collections, attorneys, paralegals, staff, and clients to support accurate payment handling and responsive service.
• Maintain professionalism, confidentiality, and sound judgment when handling client matters, financial information, payment discrepancies, and internal or external communications.

• Generate reports to identify and post incoming payments, including ACH payments, wire payments, credit card payments, lockbox checks, and checks received by mail.
• Prepare deposits daily and attach appropriate payment remittance backup for each payment.
• Submit check deposits to their respective bank accounts using desktop check scanners.
• Create and scan all cash receipt batches to the appropriate electronic folders to support complete and organized records.

• Track daily cash receipt totals to ensure preparation, posting, and deposit totals balance.
• Assist with posting cash receipt batches accurately and timely in accordance with firm procedures.
• Research and resolve unidentified payments by reviewing remittance details, payment records, client information, and internal billing records.
• Run unallocated reports weekly and research and resolve unallocated balances.
• Escalate payment issues, discrepancies, or unresolved items to the Cash Applications Manager with clear supporting details and recommended next steps.

• Assist with preparing trust disbursements related to over payments and duplicate payments.
• Support accurate handling of trust-related payment activity by maintaining complete backup and following established approval and documentation requirements.
• Coordinate with the Cash Applications Manager and other Finance team members to resolve payment questions or exceptions.

• Establish and maintain positive, respectful, and professional business relationships with clients, paralegals, attorneys, and staff.
• Communicate with clients to update records with correct remittance information and help reduce future payment identification issues.
• Present information clearly and respond professionally to questions from managers, clients, timekeepers, and internal stakeholders.
• Partner with Billing, Collections, Finance, and other internal teams to support accurate payment identification, posting, and resolution of cash application matters.
• Maintain complete confidentiality of client matters and financial information through demonstrated diplomacy and discretion.

• Follow established…