Payment Operations Associate

Summary

Join Beyond Finance, a rapidly growing organization dedicated to helping Americans escape crippling debt, as a Payment Operations Associate. In this office-based role, you will perform various clerical tasks within the Business Operations Department, collaborating to help clients settle unsecured debt. You will manage the daily settlement pipeline, communicate with creditors and agencies, acquire necessary documentation, and utilize banking ledgers. The position requires strong communication, problem-solving, and organizational skills, along with proficiency in Microsoft Office Suite and Salesforce (preferred). Beyond Finance offers a supportive work environment and competitive benefits, including health, dental, and vision insurance; generous PTO; 401(k) matching; and career development opportunities.

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
• 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

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) in order to clear payment exceptions and uncleared payments
• Support the acquisition of required documentation required 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 the payment remittance and ensure sufficient deposit account balances based on operational need
• Uphold high level of knowledge of departmental functions and activities in order 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
• Have the capability to flex-work to manage multiple priorities, meet tight deadlines and manage 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

Preferred Qualifications

• Salesforce experience
• Boast quality customer relations skills and phone etiquette

Benefits

• 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