Payment Operations Coordinator Jobs

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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:

• Monitor all files associated with ACH, check, bill pay, and wire transfer.
• Qualified candidates are those who love variety in a fast- paced environment and work with an exceptional attention to detail and a high level of accuracy while meeting deadlines. Being tech savvy and possessing strong analytic and problem-solving skills are beneficial; knowledge of banking regulations is desired. Successful candidates are flexible, dependable team players and self-disciplined in time management.
• General accounting knowledge
• Ability to analyze data with a strong attention to detail and accuracy
• The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes increase to meet daily deadlines.
• Complete research requests for internal staff and customers while meeting service and communication standards
• Proactively identify ongoing issues within operations and attempt to resolve them on an immediate basis so that they do not affect member-organization relationship
• Subject matter expert for all ACH, check, bill pay, and wire transfer services.
• High school diploma – required
• Assist with settlements, as needed
• Perform account maintenance when needed; account closing/reopen
• Other duties as assigned
• Description
• Maintain internal operational and financial controls to ensure that they meet banking standards
• Assist front-office staff with questions so they can, in turn, assist our members
• The Payments Operations Coordinator is responsible to support the daily banking activities at SoFi by performing routine/standard transactions according to established procedures and prescribed processes. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, transaction processing, data entry, monitoring automated file processing, assisting with daily settlements and consistently meet processing deadlines, and resolve operational issues to ensure stellar customer service to SoFi’s member base.
• Deep understanding of how the financial world works
• Ensure SOPs are accurate by submitting changes to the Team Leads when necessary
• Review and process transactions pertaining to banking operations services
• Present SoFi in a professional manner at all times
• O Work with ENG to resolve any issues
• O Confirm posting
• As part of a dynamic team, Back Office representatives provide quality service and effective and efficient operational support for the assigned area's internal and external business partners as well as providing advice and assisting with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to department management.
• Minimum Qualifications and Skills:
• Minimum of 3+ years of relevant banking operations experience
• Perform a variety of operational functions including: ACH exception processing, item processing adjustments, and wire transfer processing
• Strong problem-solving skills
• Duties and Responsibilities:
• Series 99 license preferred, but not required. (May need to obtain in the future.)
• By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
• Work with processing partners; conveying information to sponsor bank to ensure a productive relationship
• Assist in strategic planning and implementation of processes to meet business goals
• Strong written and communication skills

Compensation And Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.