Cash Application Specialist

Job Summary

JOB DESCRIPTION

The purpose of the Cash Application Specialist is to receive and apply cash to appropriate customer accounts, and to research and resolve unapplied and misapplied payments.

Essential Job Duties

• Receive and post payments to appropriate customer accounts as received from multiple formats (ACH, credit card payments, lock boxes, mail deposits, etc.) per the customer remittance.
• In accordance with internal procedures and practices, communicate refund inquiries to Supervisor.
• Reapply down payments and/or prepayments or unapplied payments to invoices as requested by internal and external customers.
• In accordance with internal procedures and practices, inform appropriate team members of payment discrepancies at time of posting cash to the “Unapplied Payment Discrepancies” folder.
• Update Daily Cash Deposit Reports, as assigned, for the appropriate subsidiary(s).
• Monitor E-billing inbox and update accounts accordingly.
• Prepare, along with Accounts Receivable Specialist(s), lien waivers and send completed documents and/or request to Cash Application Specialist, II.
• Other duties may be assigned.
  
  

Qualifications

The qualifications listed below are representative of the elements required to perform the job successfully; however, in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job qualifications.

Education, Training, Certifications

• Associate’s and/or bachelor’s degree in Business, Finance or similar; preferred.
  
  

Experience, Knowledge, Skill Requirements

• 2 years relevant work experience in accounts receivables and cash applications, required.
• Understanding of basic accounting procedures, preferred.
  
  

Communication Skills

• Must have the ability to effectively read, write and communicate in English with employees, customers, and board of directors.
  
  

Systems And Software Skills

• Ability to operate a computer and use Microsoft Office, required.
• 2 years of professional computer skills
• 2 years ERP/CRM systems; Oracle, Salesforce, preferred.
  
  

Other Qualifications

• Valid driver’s license with acceptable driving record, required.
• Must be able to comply with Summit’s Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement.
  
  

Physical & Work Environment Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties.

Physical Requirements

While performing the duties of this job, the employee is required to sit and stand for long periods. Employee will occasionally be required to drive, bend, kneel, balance, lift <20lb, walk, stand, ascend/descend stairs, reach above and below shoulders, stoop, and twist.

Work Environment

Employee will consistently be required to work indoors in an office or remote setting, work alone and with others. Employee will occasionally be required to wear appropriate personal protective equipment, as required by company safety policies. Employee will rarely be required to travel.

We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, Affirmative Action employer.

While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary.

About Us

Are you interested in working for the nation’s leading fire protection company and beginning a rewarding and satisfying career that helps save the lives of thousands each year? Do you want to be a part of a growing and expanding team of industry experts? If so, exploring career opportunities with Summit Companies may be right for you!

Summit Companies, through its subsidiaries, is a full-service provider for fire detection, suppression, and security with a full suite of capabilities that includes design, installation, testing, inspections, and maintenance. We serve customers across many verticals on a local, regional, and national scale. We’re proud of our well-deserved reputation for quality work that’s completed by our talented and experienced installation workforce. Summit Companies is a dynamic organization with endless growth opportunities spanning over 100 locations in more than 30 states.

Our company is consistently recognized for service excellence in the fire protection industry. Summit Companies supports trade skills and workforce development by hosting Recognized Apprenticeships and on-the-job training (OJT) programs for new career-seekers. Many members of our leadership team serve as chair on NFPA code compliance committees, serve on regional safety boards, and support technical education in local schools. Summit Companies supports employees in their professional development by offering continued development, training, and education by encouraging NICET and other career-advancing certifications. We continually strive to be the Employer of Choice for highly motivated team members who want to succeed in a high-growth environment. We encourage initiative, independence, diversity, and personal career growth.

The combination of experience, knowledge, and customer service is the key to our performance and helps us achieve our goal of providing the highest quality of fire protection services to protect lives and property.

Benefits

Summit Companies offers extensive training opportunities, career advancement, competitive pay, bonus opportunities, along with an industry leading and affordable benefits package for eligible employees. Our benefits package includes:

• Paid Vacation and Holidays
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Plan with Company Match
• Flexible Spending Accounts
• Long-Term Disability – Employer Paid
• Short-Term Disability – Employer Paid
• Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity
• Life Insurance for Team Members and Dependents
• Employee Assistance Program
• Employee Referral Program
  
  

Our Core Values

PIPE

• We are PASSIONATE about life safety
• We have INTEGRITY (Do the right thing)
• We work in PARTNERSHIP with our customers and community
• We constantly strive for OPERATIONAL EXCELLENCE (Do things right)
  
  

Summit Companies participates in E-Verify & in alignment with our commitment to safety, we promote a drug-free workplace. Summit Companies is an equal-opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.