Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.
PURPOSE OF POSITION
The Cash Applications Specialist applies customer payments accurately and timely across multiple payment methods while ensuring customer accounts reflect correct balances. This role researches payment discrepancies, processes custodial payments, and supports reconciliation activities. The ideal candidate is proactive, with strong attention to detail, accuracy, and completeness, wants to be part of a growing collaborative team, and is motivated by a positive environment. Strong attention to detail, analytical skills, and Excel experience are essential.
PRIMARY DUTIES AND RESPONSIBILITIES
- Execute accurate and timely application of customer payments across multiple payment methods, including checks, credit cards, ACH, and custodial sources with moderate complexity.
- Apply judgment when processing custodial payments across multiple account structures in accordance with established guidelines.
- Investigate and resolve unapplied, unidentified, or misapplied payments by analyzing remittance and bank data.
- Ensure completeness and accuracy of payment posting to support month-end and ongoing bank reconciliations.
- Collaborate with Billing and Accounting by supporting vendor setup, refunds, and payment reporting, utilizing Excel for tracking and analysis.
Requirements
COMPETENCIES REQUIRED
- Extreme attention to detail
- Ability to meet and exceed strict deadlines
- Thrives in a high growth, fast paced environment
- Excellent verbal and written communication skills
- Possess strong planning and organizational skills and multiple priorities simultaneously.
EDUCATION AND QUALIFICATIONS
- High school diploma or GED required
- Associate degree or higher preferred
- 1 Year of Billing/Accounting experience and/or industry experience required
- ERP system experience preferred, Sage Intacct desired
- Proficient with Microsoft Office (Outlook, Excel, Word)
REMOTE WORKING REQUIREMENTS
As a remote-first company, we have compiled expectations for a successful remote work environment:
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
- Designate a quiet, and well-lit space free of as many distractions as possible
- Be online and available to work during designated business hours in local time zone
- Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
- Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
- 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
- Paid Parental Leave
- A variety of medical, dental and vision plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility
