Operations Account Specialist-2 (Fintech)

TL;DR

Operations Account Specialist-2 (Fintech): Managing the post-purchase lifecycle of factoring client portfolios with an accent on collections, payment application oversight, dispute resolution, and account monitoring. Focus on identifying portfolio risk, resolving payment discrepancies, coordinating recovery efforts, and maintaining accurate operational reporting.

Location: San Diego, California, United States; onsite position

Salary: $23.75–$33.25 per hour, approximately $3,800–$5,320 per month

Company

hirify.global operates a secure freight transaction network focused on accurate and seamless freight transactions and client partnerships.

What you will do

• Manage collections for assigned factoring client portfolios and build relationships with debtors.
• Monitor aging reports, payment trends, concentration risks, and at-risk balances.
• Review incoming payments, resolve unapplied cash and posting discrepancies, and coordinate corrections.
• Track invoice disputes, support resolution and recovery efforts, and escalate unresolved issues.
• Partner with Account Executives on portfolio health, collection updates, risk concerns, and client strategies.
• Maintain collection documentation, account reports, performance metrics, and management summaries.

Requirements

• Three to five years of relevant customer service experience required.
• Experience with account resolution, collections, escalations, and problem-solving strongly preferred.
• Bachelor’s degree in business or a related field preferred; equivalent experience may substitute.
• Ability to manage collections, payment discrepancies, disputes, reporting, and portfolio risk.

Nice to have

• Knowledge of the transportation industry.

Culture & Benefits

• Customer-focused environment emphasizing exceptional service and successful client partnerships.
• Medical, dental, and vision insurance.
• Paid time off.
• 401(k) and additional benefits.