Payment Operations Associate

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November 20

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Beyond Finance

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Finance • Fintech • B2C

Beyond Finance is a financial services company that offers debt consolidation and management solutions to help individuals move beyond debt. They provide personalized options to reduce fees and interest, and aim to cut monthly payments for enrolled debts by 40% or more. Beyond Finance assists clients through a structured program designed to eliminate debt typically within 24 to 48 months, utilizing an easy-to-use mobile app for program management. Despite the potential impacts on credit scores, their services have positively impacted over 700,000 clients, offering consolidation loans ranging from $1,000 to $100,000. They also focus on customer satisfaction, receiving high ratings on platforms such as Trustpilot.

1001 - 5000 employees

💸 Finance

💳 Fintech

👥 B2C

💰 $110M Debt Financing on 2021-02

📋 Description

• 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

🎯 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 • 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

🏖️ 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