Payment Operations Associate

Location: Remote

Department: Business Operations

The Role 

Beyond Finance is searching for an office-savvy Payment Operations Associate that will be responsible for performing a variety of clerical tasks within our Business Operations Department. This position will collaborate with the department to assist in helping the client 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 to 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) 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

Qualifications: 

• 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 
• Boast 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

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