Payment Operations Associate

Beyond Finance

. Manage daily settlement pipeline and exception reporting for the payment setup and clearing process .

Posted 9/30/2026full-timeRemote • United StatesJuniorMid-Level💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in payment processing, settlement management, and exception reporting while effectively communicating with creditors and agencies. Proficient in Salesforce and Microsoft Office Suite, with strong attention to detail and problem-solving capabilities.

Highest-signal resume keywords

Payment Processing ManagementSalesforce ExperienceMicrosoft Office Suite ProficiencyInterpersonal Communication SkillsDetail-Oriented Problem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payment SetupException ReportingDocument ManagementData AnalysisTyping and Word Processing

Soft Skills

Interpersonal SkillsAttention to DetailProblem-Solving SkillsAbility to Work Under PressureCooperative Teamwork

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookAdobe

Industry Keywords

Payment RemittanceCustomer RelationsEscalation ManagementDocumentation AcquisitionBanking Ledger Management

About the role

Key responsibilities & impact

Manage daily settlement pipeline and exception reporting for the payment setup and clearing process
Communicate with creditors and agencies by phone and email to clear payment exceptions and uncleared payments
Support acquisition of required documentation to successfully remit payments
Request proof of payment from collection agencies, creditors, and the third-party payment processor
Use the accumulation of funds banking ledger to determine payment remittance availability and ensure sufficient deposit account balances
Respond to internal and external inquiries and requests for information and departmental support
Scan necessary documents and attach them to client accounts in Salesforce
Multitask while maintaining attention to detail
Provide word processing, typing correspondence, and proofreading support
Flex-work to manage multiple priorities, tight deadlines, and last-minute changes
Handle special projects and assignments directed by Business Operations
Research and ensure accuracy when handling escalation issues

Requirements

What you’ll need

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
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

Benefits

Comp & perks

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
Uplifting, collaborative work environment
Community, connection, and belonging across the organization