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 300,000 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.
About the Role
The Business Operations Account Servicing Associate is responsible for a variety of business processing functions striving to optimize the customer experience, and ensuring that compliance and business objectives are being met. Throughout the post-enrollment customer life-cycle, the Specialist will provide key support in driving process improvements, automation and standardization throughout the organization. This role will also monitor and analyze operational performance against established goals and objectives to provide better visibility to senior management. The successful candidate will be a well-organized, analytical, results-driven individual with experience reviewing & improving current processes, establishing new processes and is able to communicate across business units.
What You’ll Do
- Act as key liaison across the three operational units (Enrollment, Client Service, and Settlements) to ensure business and compliance standards are working properly and being followed
- Will be responsible in processing daily transactions per the customer request submitted via the Client Service Department
- Analyze daily reports regarding exception management, creditor correspondence, and customer account changes
- Maintain integrity of customer account information within CRM (Salesforce)
- Manage communication structure and timing for key program milestones and all payment-transaction related events
- Process customer account updates within CRM system
- Perform accuracy checks on established business processes
- Other duties and special projects, as required
What We Look For
- Exceptional ability manage individual time and tasks in order to meet or exceed productively goals
- A candidate with a minimum of 1-2 years of financial industry / banking experience
- Demonstrated ability to communicate effectively and confidently on all levels
- Proven ability to work independently and take initiative to ensure tasks are completed
- Work collaboratively within a team atmosphere
- Customer service skills when interacting with co-workers, vendors or visitors
- High school graduate or equivalent (GED) ; Recent College Graduates are encouraged to apply
- Proficiency in MS Office applications
- Familiarity with Customer Relationship Management (CRM) systems (not required, but nice to have)
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.
Top Skills
What the Team is Saying
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer.
But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a choice between hybrid, remote and in-office work models so you can be where you feel you’ll be the most productive and happy! A few times a year, we gather for in-person departmental meetups, allowing us to share progress and collaborate.
