Department Overview
Payment Operations handles the movement of millions of dollars every day. Our job is to ensure members receive their loan funds, creditor payments are processed, and investors are paid.
What requirements and technical training is needed to get into this position?
Efficient Multi-Tasking
Strong Written and Verbal Communication
Problem Solving Skills
Attention to Detail
Experience with Excel/Google Sheets
What do you do on a day-to-day basis?
Payment Specialist II: Quality Control Creditor Disbursements for APL and AHL
Payment Specialist III: Loan Funding for APL & AAL, Manage Payment Processing for APL & AAL, Payment Refunds, Payment Returns, AAL Loan Advances, APL Creditor Payment Issues, and so much more!
What days/hours does your team work?
Standard business hours, Monday-Friday, start times vary from 7 AM-10 AM, based business needs.
Who are the key stakeholders and who is impacted by your work (who’s your client)?
In Payment Operations, there is three clients that we serve: Investors, Payment Processing Vendors, and Achieve Members. Our team is responsible for moving money, and our work directly impacts these clients.
What are the metrics/KPIs used to define success?
Our department is based on multiple service level agreements (SLAs), our primary metric used to define success s meeting all SLAs without little to no errors.
Define the micro-culture of the department and what makes it special/unique?
We prioritize fostering a culture that balances productivity with employee growth and engagement. Strengthening team connections, providing personalized development opportunities, and improving engagement initiatives based on employee feedback key focus areas.
How is the work structure – independent work or more collaboration?
Our team members balance working independently and collaboratively. However, because our department's goals are based on SLAs and involve working with multiple internal and external business partners, collaboration plays an important role. There is always open communication, and our team members are eager to support each other, ensuring the overall success of the team.
What does the future in terms of growth opportunity look like for this department?
Growth in this department is dependent on business needs. Currently, our focus is on providing career development opportunities for our team members and implementing process improvements to enhance both employee and member experiences.
What systems are used in the core roles?
Nortridge Loan Software
Google Productivity Tools
Microsoft Suite
Salesforce
Wells Fargo Vantage
Global Holdings
Outlook
Zoom
Slack