Cash Application / CFS Specialist II

Job Description

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

 

Qualifications

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

Additional Information

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 employee is expected to comply with all company policies, including those related to data security, confidentiality, acceptable use of technology, and remote work standards.

This position follows a hybrid work arrangement in accordance with the company’s flexible work arrangement policy and any site-specific guidelines. The employee is expected to adhere to the assigned onsite and hybrid schedule and maintain productivity, responsiveness, and collaboration whether working remotely or in the office. In-person participation may be required for team activities, meetings, or business-critical events.

Physical Requirements:  

According to ADA regulations, reasonable accommodation will be provided to enable qualified individuals with disabilities to perform the essential functions of the job. 

Frequency scale: Occasionally (0–30%) | Frequently (31–60%) | Continuously (61–100%) 

LIFTING OR CARRYING

• 1-10 lbs - Frequently
• 11-20 lbs - Frequently
• 21-40 lbs - Frequently
• 41-50 lbs - Occasionally
• 51 or more lbs - Occasionally

PUSHING OR PULLING:

• 1-40 lbs - Occasionally
• 41-50 lbs - Occasionally
• 51 or more lbs - Occasionally

OTHER PHYSICAL DEMANDS:

• Bending or stooping - Occasionally
• Reaching above shoulder level - Occasionally
• Driving automatic-equipment vehicles - Occasionally
• Operating machinery or power tools - Occasionally
• Climbing (ladders, stairs, etc.) - Occasionally
• Walking - Frequently
• Standing - Frequently
• Sitting - Frequently
• Working in extreme temperatures - Occasionally
• Repetitive motion, including wrists, hands, and/or fingers - Continuously
• Vision - Continuously
• Hearing - Continuously
• Dexterity - Continuously
• Hand-eye coordination - Continuously

Carlisle Companies is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers@carlisle.com.

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All applicants for careers with Carlisle will be submitted through this site. Carlisle will not extend job offers without prior in-person or visual correspondence and we will not ask you to provide private personal information for a background check prior to extending a job offer. For more information, please review our Privacy policy.

 

 

 

Company Description

Carlisle Companies is a leading manufacturer of building envelope products and solutions that make buildings more energy efficient, durable, and sustainable. We deliver roofing, insulation, waterproofing, and architectural systems for commercial and residential projects using a focus on innovation and continuous improvement to solve today’s challenges.

We’re equally committed to our people, prioritizing safety, inclusion, career growth development, tuition assistance, and excellent benefits.

With manufacturing, engineering, R&D, and corporate functions across North America and globally, Carlisle offers stability, agility, and opportunity in a performance-driven culture. Do meaningful work and shape the future of building solutions; apply today and come grow with us.

Our Culture & Values
At Carlisle, our culture is grounded in a shared commitment to our core values: Start with Safety, Focus on Customers, Act with Integrity, Pursue Excellence, Better Every Day, Drive Innovation, and Deliver Results. These values are not just words—they guide our behaviors, decisions, and actions every day. They are the foundation of our business and the reason for our continued success.