Position Description: The Operations Processor supports day-to-day business operations by executing, monitoring, and improving process workflows. This role ensures operational accuracy, timely processing, and compliance with company procedures. A Operations Processor is expected to work independently, troubleshoot issues, and contribute to process improvements that increase efficiency and reduce risk.
Duties & Responsibilities:
• Process daily operational tasks such as data entry, transaction processing, documentation review, or account updates.
• Maintain high accuracy and consistency when handling sensitive or time-bound information.
• Apply and Post payments (Checks, ACH, Wire Transfer, Credit Cards, Lockbox, etc.) to finance contracts in our CMS system
• Research and resolve payment discrepancies, unapplied cash, and short/over payments
• Conduct audit activities to verify accuracy of postings and resolve discrepancies as needed
• Create daily, weekly and monthly reports for both internal and external use
• Reconcile daily cash postings and ensure accuracy in financial records
• Maintain detailed documentation of payment activity and adjustments, including updating operational SOPs, checklists, or process guides as needed.
• Collaborate with internal teams (Operations, Accounting, Compliance, Customer Support, IT, etc.) to support cross-functional workflows.
• Work with management to update and/or automate processes
• Support process improvements and system enhancements related to cash applications
• Other duties as assigned
Qualifications & Education: Qualifications:
• Adequate computer skills
• Advanced typing, reading and writing skills
• Proficient with Microsoft O365 tools, MS Excel required
• Lease and Loan experience, a plus
• 2+ years of experience in cash applications, accounts receivable, or financial services
• Strong knowledge of payment methods, banking processes, and AR systems
• Excellent attention to detail, organizational skills, and accuracy
• Strong problem-solving skills and ability to work independently and in a team environment
• Ability to sit for long periods of time
Education:
High school diploma or equivalent (Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred), or equivalent work experience
Principals only. Recruiters, please don't contact this job poster.