Payments & Records Operations Specialist - Hybrid
A Hiring Company is dedicated to supporting its employees and fostering a people-first culture. The Payments & Records Operations Specialist role involves managing records and supporting payment operations to ensure compliance and enhance member experience.
Responsibilities
- Scan, index, and maintain records in compliance with retention policies and regulatory requirements
- Process returned mail and prepare records for secure off-site storage
- Support digital banking operations, including mobile deposits and wire transfers
- Respond to online banking inquiries and assist with member-related requests
- Assist with card services, fraud monitoring, and dispute support
- Audit and upload loan and account documentation
- Support quality assurance processes and internal compliance efforts
- Partner with internal teams to fulfill document and record requests
Skills
- High School Diploma or GED required
- Strong attention to detail and organization
- Ability to multitask in a fast-paced environment
- Excellent communication and problem-solving skills
- High level of integrity and confidentiality
- Familiarity with financial services operations or willingness to learn
- 1–3 years of experience in financial services, operations, or similar role preferred
- Basic understanding of regulatory/compliance environments is a plus
- Comfortable using Microsoft Office and learning new systems
Benefits
- Tuition reimbursement
- 2-week onboarding program
- Company outings
- Potlucks
- Festive holiday parties
- Birthday off (paid)
- Volunteer and make a difference
Company Overview