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.
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
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.
