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