Cash Application / CFS Specialist II

Job Summary: The Customer Financial Services Specialist II provides advanced cash-operations and customer account support requiring deeper process, banking, and systems knowledge. This role independently owns complex cash application and account issues, performs assigned month-end activities, supports integration readiness, and serves as an escalation and learning resource for Specialist I team members while helping maintain accurate customer accounts and minimize bad-debt risk. Duties and Responsibilities: • Resolve recurring and complex customer, cash application, account, banking, and systems issues; diagnose root causes and coordinate resolution with appropriate internal and external partners. • Handle complex reconciliations, recurring discrepancies, unresolved unapplied cash or account issues, and high-impact exceptions as a process resource. • Take a leading role in investigating and resolving credit card processing outages and banking-related matters, including coordination, follow-through, and clear status communication. • Perform assigned month-end closing activities, reconciliations, exception resolution, and completion checks accurately and on schedule. • Support higher-complexity credit and collections activities and prepare relevant account information for Analyst review when needed. • Support new-company integrations as an initial learner of new ERP systems; help validate processes and identify readiness or control gaps. • Setup CIA and COD Accounts for applicable divisions and maintain accurate customer account documentation and files. • Assist in developing and refining procedures, job aids, and training materials that enable Specialist I proficiency in new or changing processes. • Serve as an escalation and learning resource for Specialist I team members while reinforcing established procedures and sound issue-escalation practices. • Maintain constructive working relationships across CFS and other departments to resolve complex internal and external matters. • Participate in team projects and continuous-improvement activities as directed. • Other duties as assigned   Required Knowledge/Skills/Abilities: • Advanced, in-depth knowledge of cash application, customer accounts, banking processes, and related systems. • Ability to diagnose root causes, resolve complex issues, coordinate cross-functional follow-through, and exercise sound judgment with greater independence. • Advanced working knowledge of applicable ERP, banking, payment-processing, collection, scanning, and document-management tools. • Strong reconciliation, month-end execution, exception-management, customer service, written and verbal communication, and prioritization skills. • Ability to lead investigation of high-impact processing or banking incidents and communicate clearly with internal and external partners. • Ability to learn new ERP environments quickly, validate processes, and develop practical procedures or training materials. • Ability to coach and develop Specialist I team members as a process and learning resource. • Demonstrated advanced issue ownership, month-end reliability, banking and systems knowledge, integration support, and ability to develop others. Education and Experience: • Required : • High school diploma or equivalent required • 3-5+ years of related cash application, customer account, credit, collections, or financial operations experience required • Preferred : • Associates degree or higher preferred Working Conditions: • Office environment Additional Information: This position typically operates during standard business hours, Monday through Friday, from 8:00 AM to 5:00 PM. Occasional flexibility may be required to accommodate meetings across time zones or address critical business needs. The