- Apply incoming customer payments accurately and on time.
- Review payment and remittance details to match payments to the correct customer accounts and invoices.
- Research payment discrepancies, including unapplied or misapplied cash.
- Assist with short payments, overpayments, credits, and deductions.
- Help reconcile customer accounts and payment activity.
- Work with Collections, Accounting, and other teams to resolve payment questions.
- Support the preparation of basic Cash Application and unapplied cash reports.
- Perform basic customer credit verification and review supporting documentation as needed.