Cash Apps Lead

Join National Dentex - a leading healthcare organization specializing in the dental industry. We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have several labs throughout the country. We are hiring a Cash Apps Lead at National Dentex, located in Palm Beach Gardens, FL.

The regular hours for this position are from 8:00 AM to 4:30 PM, Monday through Friday, and subject to change from time to time.

This is a full-time position featuring employee benefits including: health, dental, vision, disability, and life insurance; paid holiday, vacation, and sick time; 401K with company contribution; and tuition.

Essential Duties and Responsibilities

Cash Posting and Daily Workflow

• Personally process assigned customer payments and support team posting volumes as business needs require.
• Coordinate daily work priorities and help distribute payment files and research tasks across assigned Cash Applications personnel.
• Monitor posting progress, open items, and backlogs; identify delays and bring obstacles to management promptly.
• Apply payments accurately using available remittance information, established procedures, and appropriate billing systems.
• Research complex or unclear payments, including muti-account remittances, short pays, overpayments, and duplicate or misdirected payments.

Bank Files, Tracking, and Payment Controls

• Use bank deposit and ACH payment files supplied by the Senior Accounts Receivable Manager to support payment identification and posting.
• Maintain the existing ACH payment tracker, documenting receipt, posting status, outstanding research, and resolutions as applicable.
• Monitor completion of payment application against bank-provided files and available posting records; follow up on unposted or unidentified items.
• Coordinate visibility of lockbox payments posted by the designated processor and credit card payments posted by the assigned team member.
• Identify differences, missing remittance, duplicate entries, and potential misapplications; research or escalate as appropriate.
• Maintain accurate records and documentation of corrections, transfers, and payment research in accordance with established controls.

Unapplied Cash and Exception Resolution

• Track and prioritize unapplied, unidentified, and misapplied cash for timely resolution.
• Work with Collections, laboratory contacts, and Accounting as needed to identify payments and resolve discrepancies.
• Escalate aged or material exceptions, recurring errors, and items requiring management approval.

Team Guidance and Cross-Functional Support

• Serve as a first point of contact for routine processing questions and provide peer guidance, training, and onboarding support.
• Help team members troubleshoot posting issues and follow documented procedures consistently.
• Coordinate with Collections to resolve payment questions affecting account balances, aging, customer communication, or account holds.
• Communicate daily workload concerns, unresolved exceptions, and processing trends to the Senior Accounts Receivable Manager.

Reporting, Process Improvement, and Systems

• Provide periodic updates on posting progress, ACH tracker status, backlogs, unapplied cash, and significant exceptions.
• Identify opportunities to improve processing speed, consistency, documentation, and accuracy.
• Support procedure documentation, system testing, data validation, training, and workflow standardization during billing platform transitions.
• Assist with month-end requests and payment-related research as directed; coordinate with Accounting on reconciliation matters when needed.

Qualifications

• Experience in cash applications, accounts receivable, payment processing, or related financial operations; high-volume and multi-entity experience preferred.
• Strong payment research, organizational, analytical, and problem-solving skills with close attention to accuracy.
• Ability to prioritize personal production alongside team coordination and communicate clearly across departments.
• Working knowledge of Excel, payment tracking, bank remittance files, and AR systems; familiarity with Billtrust, Magic Touch, VDLP, or similar platforms preferred.
• Ability to maintain confidentiality, follow internal controls, and work independently with appropriate escalation.

Performance Expectations

• Timely and accurate posting of assigned payments and effective coordination of team workflow.
• Current, reliable ACH tracking and proactive follow-up on outstanding or unidentified items.
• Reduction of preventable posting delays, unresolved exceptions, and recurring errors.
• Clear communication of priorities, bottlenecks, and matters requiring management attention.
• Consistent adherence to established procedures and constructive support for process and system changes.

Role Authority and Reporting

This is an individual-contributor lead position, not a people-management role. The Cash Applications Lead may coordinate daily tasks, provide technical guidance, and flag quality or productivity concerns, but does not have independent authority for hiring, termination, discipline, performance evaluations, compensation decisions, or changes to departmental policy. These responsibilities remain with management. Formal daily bank-to-ledger reconciliation is not currently assigned to this position; responsibilities may evolve as procedures and systems are formalized.