Payment Operations Associate

Job Complexity 3/5 EasyHard Pace & Pressure 4/5 RelaxedFast-paced Autonomy Level 3/5 GuidedFull ownership Communication Load 4/5 IndependentCollaborative Estimated job medianHighly competitive $26US market range$22–$30How would you investigate an uncleared payment or payment exception? I would first verify the client account, payment amount, date, settlement terms, and available funds in the banking ledger. I would then review internal system notes and supporting documents, contact the payment processor or creditor as needed, document each action in Salesforce, and escalate promptly if the issue could affect the settlement deadline. How do you maintain accuracy while handling a high volume of payment-related tasks? I use a structured workflow with prioritized queues, checklists, and documented review points for key fields such as account identifiers, payment amounts, dates, and supporting documentation. I also reconcile completed work against system reports and address discrepancies immediately rather than allowing them to accumulate. Describe how you would communicate with a creditor or collection agency about missing proof of payment. I would clearly identify the client account according to approved procedures, state the specific document or confirmation needed, provide relevant payment details, and request a defined response timeline. After the interaction, I would record the contact outcome and any promised follow-up in the CRM so the team has a complete audit trail. What experience do you have using Excel or CRM systems to manage operational work? I have used Excel to organize operational queues, review exception reports, validate data, and track follow-up actions. In CRM systems such as Salesforce, I maintain accurate account notes, attach supporting documents, and use task management features to ensure requests and escalations are completed on time. How do you respond when priorities change late in the day and several urgent requests arrive at once? I assess urgency based on client impact, payment deadlines, compliance risk, and dependencies on other teams. I communicate early about workload or blockers, complete the most time-sensitive items first, and keep clear status notes so that no request is missed during handoffs or shifting priorities. At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we’ve helped over 1 million clients on their path to a brighter future. While we’re proud of what we’ve already accomplished, we’re searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. 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

The base hourly range is listed below. Hourly Range $25—$27 USD Why Join Us? While You Make a Difference For Others, We’ll Work To Make a Difference For You, Providing An Uplifting, Collaborative Work Environment And Benefits That Reflect Your Value To Us. 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

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team. Apply now > CAI Oct 7 New Global Director – General Ledger Are You Ready? CAI is a professional services company established in 1996 that has grown year over year to nearly 800 people worldwide. For mission-critical and regulated industries that need… Remote from USA Work type Full Time Compensation USD 125k–150k/year Are You Ready? CAI is a professional services company established in 1996 that has grown year over year to nearly 800 people worldwide. 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