Payment Operations Associate
New
J
JobgetherAccounting
Based in United StatesFull-TimeMiddle
Salary25 - 27 USD per hour
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Job Details
- Experience
- 3–5 years of relevant professional experience
- Required Skills
- SalesforceMicrosoft ExcelMicrosoft OfficePowerPointData entry
Requirements
- Bachelor’s degree preferred, or 3–5 years of relevant professional experience in operations, administration, finance, or a related field.
- Advanced proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
- Experience with Salesforce or similar customer relationship management platforms.
- Strong attention to detail with excellent organizational and problem-solving abilities.
- Outstanding written and verbal communication skills with professional phone etiquette.
- Ability to manage competing priorities, meet deadlines, and remain accurate in a fast-paced environment.
- Proven ability to collaborate effectively with individuals across different teams, management levels, and working styles.
- Positive, dependable, and proactive approach to daily responsibilities.
- Ability to quickly learn new systems.
Responsibilities
- Manage daily settlement pipelines, payment setup processes, and exception reporting to ensure accurate and timely payment execution.
- Communicate with creditors, agencies, law offices, and external partners through phone and email to resolve payment exceptions and outstanding issues.
- Collect and validate required documentation needed to successfully process payments and maintain accurate client records.
- Request and verify proof of payment from relevant third parties and ensure payment activity is properly documented.
- Review banking ledger information to determine fund availability and confirm sufficient balances for operational requirements.
- Maintain accurate client account documentation by scanning, organizing, and attaching files within customer relationship management systems.
- Respond to internal and external requests by maintaining strong knowledge of operational procedures and department activities.
- Support administrative tasks including correspondence preparation, proofreading, data entry, and document management.
- Prioritize multiple assignments, adapt to changing business needs, and complete special projects as required.
- Investigate escalated issues with accuracy while maintaining a high level of professionalism and customer focus.
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