Payment Operations Associate
B
Beyond FinanceFinancial Services
RemoteFull-TimeMiddle
Salary25 - 27 USD per hour
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Job Details
- Experience
- 3-5 years
- Required Skills
- SalesforceMicrosoft ExcelDocumentationPowerPoint
Requirements
- Undergraduate degree preferred or 3-5 years of experience.
- Advanced knowledge of Microsoft Word, Excel, PowerPoint, Adobe, and Outlook.
- Ability to learn proprietary internal systems.
- Experience with Salesforce preferred.
- Strong verbal and written communication skills.
- Exceptional interpersonal, detail-oriented, and problem-solving skills.
- Proven track record of working effectively with various management levels and staff.
- Ability to manage multiple priorities and meet tight deadlines under pressure.
Responsibilities
- Manage daily settlement pipeline and exception reporting for the payment setup and clearing process.
- Communicate with creditors and agencies via phone and email to resolve payment exceptions.
- Support the acquisition of documentation required to remit payments.
- Request proof of payment from collection agencies, creditors, and third-party processors.
- Monitor banking ledgers to ensure funds are available for remittance and maintain account balances.
- Document and attach necessary files to client accounts within Salesforce.
- Research and handle escalation issues with high attention to detail.
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