Payment Operations Associate

About the role

Beyond Finance is searching for an office-savvy Payment Operations Associate that will perform a variety of clerical tasks within our Business Operations Department. This position will collaborate with the department to assist in helping clients settle as much of their unsecured debt as possible. The Business Operations Department works directly with creditors, agencies, and law offices to resolve delinquent accounts and negotiate the best possible savings for each client.

Responsibilities

• Manage daily settlement pipeline and exception reporting for the payment setup and clearing process.
• Communicate with creditors and agencies (on the phone and via email) to clear payment exceptions and uncleared payments.
• Support the acquisition of required documentation to successfully remit a payment.
• Request proof of payment from collection agencies, creditors, and our third-party payment processor company.
• Utilize accumulation of funds banking ledger to determine when funds will be available for payment remittance and ensure sufficient deposit account balances based on operational need.
• Uphold a high level of knowledge of departmental functions and activities to respond to internal and external inquiries and requests for information and departmental support.
• Scan necessary documents and attach them to client accounts in our client relations management system (Salesforce).
• Actively multitask with the ability to maintain attention to small details.
• Provide support in word processing, typing correspondence, and proofreading.
• Flex-work to manage multiple priorities, meet tight deadlines, and handle last-minute changes.
• Be responsible for special projects and other assignments as directed by the Business Operations.
• Research and accuracy required when handling escalation issues.

Requirements

• Undergrad Degree preferred or 3-5 years of experience.
• Advanced knowledge of Microsoft Word, Excel, PowerPoint, Adobe, and Outlook with an ability to learn our systems.
• Outstanding interpersonal, detail-oriented, and problem-solving skills.
• Positive, prompt, and reliable.
• Salesforce experience preferred.
• Quality customer relations skills and phone etiquette.
• Ability to work well under pressure and meet deadlines.
• Proven track record of working cooperatively and effectively with various work styles, levels of management, and support staff.
• Strong verbal and written communication skills.

Pay

The base salary range for this position is $25—$27 USD. The actual base salary offered within the range will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed.

Benefits

For eligible full-time employees, we offer:

• Considerable employer contributions for health, dental, and vision programs.
• Generous PTO, paid holidays, and paid parental leave.
• 401(k) matching program.
• Merit advancement opportunities.
• Career development & training.

We also cultivate an environment of community, connection, and belonging across our entire organization.