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Jobs / Beyond Finance

Payment Operations Associate

Beyond Finance·AnywhereRemotemid

In short

  • →Asistente de Operaciones de Pagos que gestiona pagos y resuelve excepciones con acreedores.
  • →Trabaja diariamente con Salesforce, Excel y comunicación directa con entidades financieras y agencias.
  • →Destaca por su enfoque en precisión, cumplimiento y apoyo a clientes en proceso de liquidación de deudas.
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In ~1 minute you get: who interviews you, the likely questions answered from your CV, and your CV tailored to this job. Your first dossier is free.

The questions they'll ask you

1. ¿Cómo manejarías una excepción de pago que no se ha aclarado después de 3 intentos de contacto con el acreedor?

2. Describe un caso en que tu atención al detalle evitó un error en un proceso de remesas.

3. ¿Cómo garantizarías que los documentos escaneados en Salesforce estén correctamente asociados a cada cliente?

🔒 +7 more questions

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💵 USD · Remote · No visa

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What they ask for

  • ✓Título universitario preferido o 3-5 años de experiencia.
  • ✓Conocimiento avanzado de Excel, Word, Outlook, Adobe y PowerPoint.
  • ✓Experiencia previa con Salesforce (preferible).
  • ✓Habilidades sobresalientes de comunicación verbal y escrita.
  • ✓Capacidad para manejar múltiples tareas bajo presión y cumplir plazos.
  • ✓Atención meticulosa a detalles y resolución de problemas.

Don't tick every box? That's normal — your free dossier shows your gaps and how to cover them in the interview.

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointAdobeOutlookAccumulation of Funds BankingThird-party Payment ProcessorClient Relations Management SyDocument Scanning

Who should you write to at Beyond Finance?

Your free dossier identifies the people who'd interview you — their background, what they value, and how to reach out so you stand out before applying.

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 1 million 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. 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 #LI-LB2 The base hourly range is listed below. Hourly Range $25—$27 USD 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.

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