[Remote] Payment Operations Associate at Beyond Finance

Remote

Beyond Finance Logo
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Debt SettlementIndustries

Requirements

  • 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

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

Skills

Payment Processing
Exception Reporting
Creditor Communication
Email Correspondence
Phone Communication
Documentation Management
Proof of Payment
Banking Ledger
Funds Management
Account Reconciliation

Beyond Finance

Debt relief solutions for unsecured debt

About Beyond Finance

Beyond Finance provides debt relief solutions for individuals struggling with unsecured debt, such as credit card debt and personal loans. The process starts with a free online assessment to determine if a client's debt qualifies for their services, followed by the development of a personalized plan using proprietary technology. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company offers consolidation loan options through a network of lenders. Beyond Finance differentiates itself by charging fees only after clients see results, ensuring a strong focus on customer service and communication.

Houston, TexasHeadquarters
2016Year Founded
$805MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Holidays
Parental Leave
401(k) Company Match
Professional Development Budget

Risks

Rising interest rates may reduce demand for debt consolidation loans.
Increased competition from fintech startups could erode Beyond Finance's market share.
Potential regulatory changes could increase operational costs for Beyond Finance.

Differentiation

Beyond Finance offers free financial therapy, enhancing holistic financial wellness solutions.
The company provides a mobile app for debt management, a first in the industry.
Beyond Finance's success fee model aligns company interests with client outcomes.

Upsides

Increased demand for digital financial tools boosts Beyond Finance's mobile app adoption.
Investor confidence is high, evidenced by a $635 million credit facility from Comvest.
Recognition for customer service and transparency enhances Beyond Finance's brand reputation.

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