Payment Operations Associate, Beyond Finance

Salary not provided
Excel
Salesforce
Mid and Senior level
Remote in US
Beyond Finance

Debt resolution programs

Open for applications

Beyond Finance

Debt resolution programs

501-1000 employees

FintechB2CFinancial Services

Open for applications

Salary not provided
Excel
Salesforce
Mid and Senior level
Remote in US

501-1000 employees

FintechB2CFinancial Services

Company mission

To help people escape crippling debt and achieve financial freedom.

Role

Who you are

  • 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

What the job involves

  • 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
  • Expected work hours will be 8am - 5pm CT
  • 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

Our take

In a financial landscape where consumer debt has reached record highs, Beyond Finance specializes in debt resolution services tailored to individual needs. Recognizing the complexities of personal debt, the company focuses on creating debt reduction schemes that guide consumers through the intricacies of debt consolidation and resolution, offering a strategic approach to alleviate the burden of indebtedness.

The company's debt reduction programs come equipped with financial education and tools, delivered via an individualized scheme. Importantly, this is all accessible via a mobile app, meaning Beyond's programs stand out for being incredibly easy to manage and use.

This commitment to providing simple, tailored debt resolution services underscores Beyond's dedication to helping individuals regain financial control. In its pursuit of sustained growth, the company has secured a substantial injection of capital that is poised to propel its consistent operations and fuel future growth.

Freddie headshot

Freddie

Company Specialist

Insights

Few candidates hear
back within 2 weeks

Company

Company benefits

  • Generous PTO
  • Competitive Health Care Plans
  • 401(k) Matching
  • Paid Referral Program
  • Paid Parental Leave
  • LifeMart Discount Program
  • At-home Equipment Provisions

Company values

  • Clients First: We walk with our clients every step of the way through their finanical journey, showing compassion and empathy until we help them live the debt-free life they deserve
  • Best Answer Wins: We encourage differences of opinion and perspective through direct communication, collaboration and empowering people across all roles and levels. Our innovative ideas and broad range of expertise help us reach the best solution for those we serve
  • Data-driven Approach: Fueled by technology and data, we are inspired to explore new ways to solve old problems. We use metrics and innovation to maximize customer satisfaction and retention
  • Operate as an Owner: We are motivated to execute, deliver results and roll up our sleeves to work together for the success of our clients, our company and each other
  • Elevate Others: By working together, we lift up our clients and employees to strive for excellence, reach their milestones, and accomplish their objectives

Company HQ

Chicago Loop, Chicago, IL

Leadership

Lou Antonelli

(COO, not founder)

Has worked at Beyond Finance since 2019, initially as an Executive VP before becoming the Chief Operating Officer in 2020. Before joining Beyond, they were the VP and CRO at National Debt Relief and the Director of Business Relationships at Costco.

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