Senior Analyst - LTC - Cash Apps

Job Summary

This role is responsible for processing and applying customer payments within CRM and cloud-based financial systems to ensure accurate invoice reconciliation and transaction integrity. The individual maintains up-to-date records, responds to escalated customer queries, and participates in continuous skill development. They support efficient cash flow operations and uphold service level agreements by collaborating with internal team members.

Key Responsibilities

1. Process customer payments using CRM and cloud-based cash application tools, ensuring accurate application to open invoices and proper system recording.

2. Reconcile customer accounts in financial platforms by identifying discrepancies and initiating corrective actions to maintain data accuracy.

3. Update customer account records and generate reports on cash application activities using data analytics tools to support audit and compliance requirements.

4. Address cash application-related inquiries by leveraging LTC-Collections & Helpdesk platforms, providing clear and timely responses to customer concerns.

5. Participate in project assignments related to cash application process improvements, following guidance and established procedures.

6. Respond to escalated customer requests from Tier 2 support analysts by utilizing CRM systems to resolve technical or transactional issues.

7. Attend job-related training sessions to build foundational knowledge of supported applications and enhance technical problem-solving abilities.

Skill Requirements

1. Basic Understanding Of Cash Application Processes And Crm/Cloud Based Financial Systems.

2. Familiarity With Ltc Collections & Helpdesk Functions And Customer Account Reconciliation.

3. Fundamental Knowledge Of Data Analytics Tools For Reporting And Record Maintenance.

4. Ability To Address Customer Queries With A Customer Focused Mindset.

5. Basic Proficiency In Handling Technical Questions And Troubleshooting Within Supported Applications.

Other Requirements

1. Optional but valuable: Certification in CRM (e.g., Salesforce Administrator) or entrylevel certification in cloud financial platforms.