Payments Analyst

SRS Acquiom

. Process Letters of Transmittal and other legal documentation submitted via mail and email .

Posted 9/23/2026full-timeDenver • Colorado • United StatesJunior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing legal documentation and data entry while maintaining system integrity and compliance with FINRA standards. Strong ability to manage sensitive information, enhance customer experience, and collaborate effectively across teams.

Highest-signal resume keywords

Data EntryFINRA ComplianceMicrosoft Excel ProficiencyStrong Written CommunicationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryDocument ProcessingPayment ProcessingTransaction ManagementDocument RetentionCompliance ProceduresHandling Sensitive InformationAccount ManagementProcess ImprovementDocument Workflows

Soft Skills

Attention to DetailSelf-MotivationTime ManagementCollaborationRelationship Building

Tools & Technologies

NetSuiteAdobeMicrosoft Excel

Industry Keywords

Financial ServicesOperationsLegal DocumentationCustomer ExperienceSLA Management

About the role

Key responsibilities & impact

Process Letters of Transmittal and other legal documentation submitted via mail and email
Complete data entry within required SLAs and maintain system-of-record integrity
Interact with security holders by phone and email regarding account-packet deficiencies
Create payment files to meet daily payment deadlines
Process returned payments and stop-check requests
Take ownership of individual transactions and answer questions from security holders and coworkers
Track document-retention requirements and implement compliant disposal procedures under FINRA standards
Identify and implement process improvements to enhance customer experience, exceed SLAs, and improve efficiency
Maintain a flexible schedule based on deal speed and client needs, including occasional evening or weekend hours
Rotate into daily payment processing, including submitting payment files to bank partners and researching returned or delayed payments

Requirements

What you’ll need

1–4 years of experience in operations, financial services, or other documentation-heavy roles
Comfort working with large volumes of data and handling sensitive information
High attention to detail
Ability to work collaboratively and build relationships across the organization
Strong written communication skills, especially for stakeholder correspondence and internal handoffs
Self-motivation and ability to manage time effectively
Microsoft Excel proficiency
Standard business hours availability, plus occasional night/weekend work
Must be legally authorized to work in the United States without current or future visa sponsorship
Familiarity with NetSuite, Adobe, and document workflows is a plus

Benefits

Comp & perks

Day-one coverage: medical, dental, and vision plans so you’re protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer-paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance
A fitness credit to back your health and wellness goals
Pre-tax plans for dependent care, transportation, and flexible spending