Payments Specialist

SoFi • Jacksonville, FL

6d

About The Position

The Payments Specialist is a part of the BBB Operations - Cash Management Implementation Services team and is responsible for supporting commercial clients daily cash management transactions including wire transfers, ACH and internal bank transfers. The individual will ensure all payments are processed timely and confirm all process controls are in place. A daily validation/reconciliation of payments processed will be done between the ebanking platform and Fed banking partner. As part of a dynamic team, the Payments specialists provide quality service and 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.
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.

Requirements

• High school diploma – required, Associates Degree in Finance/Accounting preferred
• Minimum of 4+ years of relevant cash management experience
• Deep understanding of banking and electronic payments.
• Ability to analyze data with a strong attention to detail and accuracy
• Strong problem-solving skills
• Strong written and communication skills
• General accounting knowledge

Responsibilities

• Perform wire entry, review, and approval in accordance with dual-control procedures and bank policy (phase 1 & 2)
• Monitor and process payment exceptions, including OFAC alerts, rejected wires, and repair items
• Maintain detailed and accurate records of wire activity, approvals, and exception handling
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees