About the Role
The Settlements Agent serves as a key operational professional, executing time-sensitive settlement processing, payment reconciliations, and account oversight to support FORTH's clients and servicing partners. This role is responsible for daily settlement operations including ACH/NACHA payment processing, daily closing procedures, handling settlement advances, and managing Zendesk tickets. The Settlements Agent acts as a trusted operational point of contact, collaborating closely with Operations and Information Technology teams to resolve complex inquiries accurately and efficiently in a fast-paced environment.
Responsibilities
Duties and Responsibilities include but are not limited to the following:
- Execute daily time-sensitive payment processing, including ACH/NACHA file uploads and settlement distributions.
- Manage daily close operations and ensure all transactional batches are balanced and finalized accurately.
- Process and monitor settlement advances, verifying eligibility and reconciling related account balances.
- Manage and resolve incoming operational and settlement tickets within Zendesk in a timely manner.
- Perform daily account reconciliations to identify and correct payment discrepancies or funding gaps.
- Provide operational oversight for settlement schedules, ensuring all deadline-driven tasks are completed.
- Collaborate with internal Operations and IT teams to troubleshoot system or file transmission errors.
- Review and assist with client account maintenance, scheduled transactions, and audit-related files.
- Support daily reconciliation of transactions and investigate discrepancies.
- Identify issues impacting the client experience and proactively work toward resolution.
- Ensure all client communications are clear, accurate, and compliant.
- Partner with Operations and IT teams to improve processes, tools, and system functionality.
- Identify, document, and communicate best practices to streamline client and servicing workflows.
- Provide detailed feedback from customer interactions to support management decision-making.
- Participate in team meetings to discuss business updates, service trends, and priorities.
- Assist with special research, reporting, and projects as assigned.
- Perform daily duties in line with Forth, LLC Information Security Policies and Procedures.
- Ensure that information Confidentiality, Integrity and Privacy is always maintained with processing information assets.
Qualifications and Required Skills
- High School Diploma or GED required; Associate degree or higher preferred
- 1–3 years of professional experience working in back-office environment
- Strong organizational, analytical, and problem-solving skills
- High degree of professionalism, integrity, and discretion
- Collaborative mindset with the ability to work cross-functionally
- Strong attention to detail and accountability for results
- Ability to manage multiple priorities and operate effectively in a fast-paced environment
What Will Make You Stand Out
- Client-centric approach with a commitment to delivering exceptional service
- Proficiency with CRM systems, such as Salesforce, ClickUp, or Pipedrive.
- Knowledge of the Debt Resolution industry
- Excellent verbal and written communication abilities, with a focus on professionalism and clarity
- Associate degree, Bachelor’s degree or some college coursework in business or communications
Pay Range and Compensation Package
- $50,000 to $60,000 annually depending on experience
- Full-time, benefits-eligible
- 401K, medical, dental, vision, PTO, holidays, flexible work arrangements, professional development opportunities, etc.
In-Office Requirements
- This role requires three days per week in office
Reports to
Location