Payment Operations Associate

This is a remote opportunity based in the United States for a detail-oriented operations professional who enjoys managing financial processes and supporting meaningful customer outcomes.

About the role

The Payment Operations Associate focuses on ensuring accurate payment operations, resolving exceptions, and maintaining smooth settlement workflows. You will collaborate with internal teams, creditors, agencies, and external partners to support clients on their journey toward financial stability. The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. You will contribute to operational excellence by maintaining accurate records, improving processes, and supporting compliance-focused activities. This is an opportunity to join a mission-driven team where your work directly helps improve financial experiences for individuals and families.

Responsibilities

• Manage daily settlement pipelines, payment setup processes, and exception reporting to ensure accurate and timely payment execution.
• Communicate with creditors, agencies, law offices, and external partners through phone and email to resolve payment exceptions and outstanding issues.
• Collect and validate required documentation needed to successfully process payments and maintain accurate client records.
• Request and verify proof of payment from relevant third parties and ensure payment activity is properly documented.
• Review banking ledger information to determine fund availability and confirm sufficient balances for operational requirements.
• Maintain accurate client account documentation by scanning, organizing, and attaching files within customer relationship management systems.
• Respond to internal and external requests by maintaining strong knowledge of operational procedures and department activities.
• Support administrative tasks including correspondence preparation, proofreading, data entry, and document management.
• Prioritize multiple assignments, adapt to changing business needs, and complete special projects as required.
• Investigate escalated issues with accuracy while maintaining a high level of professionalism and customer focus.

Requirements

• Bachelor’s degree preferred, or 3-5 years of relevant professional experience in operations, administration, finance, or a related field.
• Advanced proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, with the ability to quickly learn new systems.
• Experience with Salesforce or similar customer relationship management platforms preferred.
• Strong attention to detail with excellent organizational and problem-solving abilities.
• Outstanding written and verbal communication skills with professional phone etiquette.
• Ability to manage competing priorities, meet deadlines, and remain accurate in a fast-paced environment.
• Proven ability to collaborate effectively with individuals across different teams, management levels, and working styles.
• Positive, dependable, and proactive approach to daily responsibilities.

Benefits

• Competitive base salary range of $25-$27 USD per hour, depending on skills, experience, performance, and work location.
• Employer contributions toward health, dental, and vision insurance programs.
• Generous paid time off, paid holidays, and paid parental leave.
• 401(k) matching program.
• Career development opportunities, training programs, and opportunities for advancement.
• Collaborative remote work environment focused on community, connection, and belonging.