Payment Operations Associate

Tapcheck Inc.

Job Overview

Location

Plano, TX Office

Job Type

Full-time

Full Job Description

📋 Description

• Respond to client inquiries and resolve basic customer support issues related to payment transactions and payroll processes.
• Assist with daily payroll verification to ensure accuracy of employee payment data and transaction details.
• Process refunds, returns, and other financial transactions in alignment with company procedures and regulatory requirements.
• Identify, document, and flag financial discrepancies for escalation and resolution by senior team members.
• Support collections efforts by following up on outstanding payments and maintaining accurate records of accounts receivable aging.
• Collaborate with internal teams and external partners to track, reconcile, and manage accounts receivable and payment workflows.
• Maintain up-to-date documentation of operational processes, procedures, and transaction records to ensure audit readiness and compliance.
• Monitor system performance for anomalies or errors in payment processing and report technical or data issues to relevant teams.
• Adhere strictly to company policies and applicable financial regulations, including data privacy and payment industry standards.
• Participate in team initiatives aimed at improving operational efficiency, reducing errors, and enhancing customer experience.
• Work independently in a fast-paced environment while managing multiple concurrent tasks with precision and timeliness.
• Utilize Microsoft Excel and other data tools to analyze, organize, and report on payment data, transaction volumes, and operational metrics.
• Contribute to a culture of humility, grit, and continuous improvement by seeking feedback, learning from mistakes, and raising the bar on personal and team performance.
• Support the company’s mission of improving financial wellness by ensuring accurate, timely, and accessible on-demand pay disbursements for employees.

🎯 Requirements

• 1–2 years of experience in financial services, operations, or a related field
• Demonstrated strong organizational skills and attention to detail in a professional setting
• Proficiency in Microsoft Excel and other data analysis tools for managing and analyzing financial information
• Ability to operate independently in a fast-paced environment while managing multiple tasks simultaneously
• Demonstrated interest in financial operations, payments, or payroll processes
• Bachelor’s degree in finance, accounting, or business (preferred)
• Prior exposure to payroll or payment systems (preferred)

🏖️ Benefits

• Flexible PTO with no accrual caps or day limits
• 10 paid holidays, including Christmas Eve and New Year’s Eve
• Comprehensive health coverage through Blue Cross Blue Shield of Texas (PPO and HDHP options with HSA-eligible employer contribution)
• Dental and vision coverage through MetLife
• FSA, Basic Life/AD&D, and Employee Assistance Program (EAP)
• 401(k) with 100% company match up to 3% of salary, through Mutual of America (eligible after 90 days)

Skills & Technologies

Junior

Onsite

$24-28/hr

Degree Required

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Tapcheck Inc.

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About Tapcheck Inc.

Tapcheck offers an earned wage access platform that lets employees withdraw a portion of accrued wages before payday via a mobile app and prepaid card. Employers integrate the service with payroll systems to reduce turnover and improve financial wellness without changing pay cycles. The company earns revenue through employer fees and optional employee tips or card interchange, serving small businesses, franchises, and larger enterprises across the United States.

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