Job Details
Title: Cash Application Research
Duration: Contract-to-hire
Location: Atlanta, GA (hybrid)
Summary: The Research Specialist will investigate/research and determine the final resolution of any situations in which the customer books do not align. They will interface with other internal team members as needed (e.g., Sales, Ops, Cash Applications Specialist) to gather required information and provide results.
Essential Duties and Responsibilities (other duties may be assigned):
- Coordinate with customer contacts to investigate/research anything not resolved in full and/or any situation in which the client and customer books do not align [this includes inputs from automated system, account receivable/collections specialist, and/or customer]
- Review internal documentation, speak to customer service, and/or connect with Ops team to resolve open inquiries/tickets and then provide an explanation to customers.
- Reconcile post payment issues.
- Provide results of inquiry back to initiating agents; include/copy sales team if request originates from customers.
- Lead a cross functional search for next steps/brief answers to driver, KAR, customer, and sales team calls/questions/web inquiries (e.g., terms, pricing, credits available)
- Work collaboratively with other internal team members (e.g., Sales, Ops, Cash Applications Specialist) to obtain, resolve, and share information from and with the appropriate stakeholders.
- Reconcile customer accounts using exceptional auditing and investigatory skills to identify discrepancies and work through multiple solution sets to ensure the client s accounts receivable matches our customers accounts payable.
Competencies
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: High School degree and 1-3 years experience of which 1 or more is job-related experience; or equivalent combination of education and experience. Associate degree or higher preferred and 3 plus years of job-related experience preferred.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Moderate or greater analytical abilities.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills: To perform this job successfully, an individual should have knowledge of:
- Accounting Software Oracle AR
- Internet Software Browsers and search engines
- Spreadsheet Software Microsoft products
- Miscellaneous 9ci, Salesforce, CCAAS, Experian, Fintech, IcontoliControl, Banking software
Certificates, Licenses, Registrations: NACM Certification preferred.
Onsite Requirement: Shift- 10:00AM until 07:00PM. Rotating Schedule (Week 1 will be Monday, Tuesday, Wednesday in-office/on-site, Thursday and Friday remote.
Week 2 will be Monday and Tuesday remote, Wednesday, Thursday, Friday in-office/on-site). Schedule subject to change.