Position Overview
Description
We are looking for a detail-oriented Cash Application Specialist to support finance operations in Boca Raton, Florida. This position focuses on applying payments accurately, reviewing refund activity, and helping resolve account-related questions in a timely manner. The role also works closely with customer service and offshore support partners to address escalations and maintain reliable accounts receivable records.
Responsibilities:
β’ Oversee incoming JPMorgan communications and take appropriate action to keep cash activity organized and up to date.
β’ Validate system-produced policyholder refund transactions to ensure payment amounts and supporting details are correct before release.
β’ Apply customer and policyholder payments within the policy administration platform with a high level of accuracy.
β’ Examine outstanding accounts receivable balances, identify aging items, and support recommendations for write-offs when ...