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At Veritext, we focus on the details – so legal teams can focus on the case.

About the role:

Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Cash Applications Associate you will be responsible for payment applications to the appropriate client accounts; at the Specialist level, you will be responsible for accurately applying client payments to their respective invoices, handling Reporting & assisting the Cash Applications Team. This role requires strong analytical skills and attention to detail, minimizing client concerns, alleviating further collection efforts & to support the overall objectives of the finance department. This role requires leadership skills & a solid understanding of the Cash Applications process.

**This role will be filled at the Associate or Specialist level (depending on experience)

What you'll get to do:

Associate level

+ Apply all incoming payments to the correct client accounts (including Credit Cards, EFT & Checks)

+ Reconcile all payment applications daily

+ Process Credit Card payments for our clients on our credit card portal(s)

+ Review Banking Correspondence & distributing it to the appropriate teams (Cash Apps, Collections, Accounting)

+ Research payments that are received with no payment detail

+ Daily follow up on all Unapplied/Unidentified payments

+ Identify refunds at time of application

+ Handle Cash application requests from clients & all other departments

Specialist level

+ Process & apply all incoming payments from Lockbox, EFT & Credit cards to client invoice(s) accurately & timely

+ Process & apply all incoming payments for prior Acquisition AR in the AARS & all systems outside of AARS (i.e.: QuickBooks, Acculaw, FreshBooks etc.)

+ Reconcile daily cash receipts & resolve any discrepancies

+ Process credit card payments on the company credit card portal

+ Responsible for processing all Credit Card Refund transactions

+ Process Deposits/follow up on outstanding accounts

+ Assign Bank Correspondence to the cash applications team

+ Research payments with no payment detail

+ Daily follow up on Unapplied/Unidentified accounts/Deposit Accounts

+ Collaborate with Collections team to resolve payment issues

+ Update payment notes to include all actions taken

+ Research duplicate payments and overpayments at time of posting

+ Process Daily Roll Forward Report and submit to accounting team

+ Prepare refund paperwork & submit to Accounts Payable for processing

+ Handle Cash inquiries from clients & all other departments

+ Provide support for audit requests regarding payments/refunds

+ Take ownership resolving issues and escalate/communicate as needed to ensure prompt and accurate resolution

+ Assign AR emails to Cash Applications team

+ Process Stop Payments Weekly, reporting monthly to Accounting Team

+ Manage Acquisition Reports ensuring all payments are handled timely

+ Reconcile Daily Deposit Reports (US-Canada)

+ Assist Team with inquiries, providing guidance, training & support

+ Process Other-Misc. Transactions-Reporting

+ Assist in Month end Close, reviewing unapplied accounts & assisting team

The kind of teammate we’re looking for:

+ Client-centric mindset with the ability to build strong, loyal relationships and handle sensitive client needs with care

+ Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner with excellent follow-up etiquette

+ Bold thinker – you thrive under pressure and love to solve tough problems in creative ways

+ A proactive mindset – you anticipate needs before they arise and if there’s a problem, you’re already solving it

+ Proven experience in cash application, accounts receivable or similar role

+ Strong attention to detail and accuracy in financial data entry

+ Excellent analytical and problem-solving skills

+ 2-4 years of professional experience, familiarity with court reporting or legal services is a huge plus

What’s in it for you:

+ Competitive compensation and total rewards package including comprehensive medical, dental and vision insurance as well as company-paid life insurance, short-term and long-term disability insurance

+ Healthy work-life balance: hybrid work structure, paid time off, Paid Parental Leave, tuition reimbursement and more

+ Employee equity and referral programs: when we succeed, you succeed!

+ Extensive mental health and wellness benefits – to help you feel your best and thrive personally and professionally

+ Matched 401(k) to help you save for your future

+ Veritext Cares: our commitment to making a difference beyond the workplace, supporting local causes and paying it forward to the communities we live and work in

+ Earned wage access: get a portion of the wages you earned prior to payday

+ Learning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growth

+ Engaging, collaborative, inclusive culture that values curiosity, initiative, and creativity with unique programs like Veritext Summer Camp and Wellness Week– because work should be rewarding and fun!

About Veritext:

Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America.

Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security (including HIPAA and PII compliance) ensures that Veritext clients have the best tools available and the confidence of working with the market leader.

Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas – an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment.

About this posting:

Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range.

Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.