Payment Operations Specialist

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.  

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary

The Payment Operations Specialist is responsible for the accurate and timely execution of payment activity, including maintaining EFT payment templates, entering EFTs in FIS Integrity, performing verbal confirmations, administering online bank portals, and processing expense reimbursements, all in accordance with internal controls and fraud-prevention procedures. This role requires exceptional attention to detail and a highly organized approach to managing time-sensitive payment activity from initiation through settlement.

Responsibilities include, but are not limited to:

• Create, maintain, and update EFT transfer templates in the treasury platforms, verifying banking details and required approvals so each template is accurate and ready for repeatable payment processing
• Perform periodic reviews of existing EFT templates to confirm banking details remain current, and deactivate or remove outdated or unused templates
• Set up and enter domestic and international EFT transfers in FIS with a high degree of accuracy, ensuring each payment is properly authorized and supported by documentation
• Track wire activity from initiation through settlement; providing payment references as req
• Perform Verbal Confirmation (callback) procedures on new or changed payment instructions in accordance with internal controls and fraud-prevention procedures
• Maintain complete, consistent, and well-organized documentation of verbal confirmations to support internal controls and audit requirements
• Serve as administrator for online bank portals, including user setup, entitlement changes, and timely deactivation of departing users
• Perform periodic user access and entitlement reviews across bank portals, and maintain organized banking administration records
• Review and process employee expense reimbursements, verifying policy compliance, supporting documentation, and appropriate approvals prior to payment
• Research and resolve expense reimbursement discrepancies and respond to employee inquiries in a timely, professional manner
• Obtain and maintain current W-9 forms for all vendors paid via EFT, verifying documentation is on file prior to payment
• Coordinate with Accounts Payable to maintain and update vendor payment registers within Yardi, ensuring vendor banking and payment records remain accurate and current
• Coordinate the monthly check void and reissue process by partnering with Accounting, Property Management, and Treasury teams to review outstanding checks, determine whether items should be voided or reissued
• Ensure compliance with internal controls, segregation of duties, and audit requirements for all payment activity
• Other special projects as assigned
• Consistently demonstrate use of tact and discretion

Knowledge/Experience:

• Five plus (5+) years of experience in treasury operations, payment processing, banking, or accounts payable; real estate or financial services experience preferred
• Exceptional attention to detail, with a demonstrated record of accuracy in high-volume, deadline-driven payment processing
• Extremely organized, with an aptitude for prioritizing and managing multiple time-sensitive priorities and maintaining meticulous, audit-ready records
• Working knowledge of EFT transfer processing and payment fraud-prevention controls, such as verbal/callback confirmations
• Familiarity with treasury or banking platforms (e.g., FIS Integrity) and online banking portals, including user administration and entitlements
• Experience reviewing and processing expense reimbursements in accordance with company policy
• Demonstrated understanding of banking operations and internal controls over disbursements
• Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal, and written communications
• Ability to communicate with and manage up to senior management
• Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
• Demonstrate emotional intelligence in high pressure and sensitive situations
• Tenacity, patience, and perseverance to manage time-sensitive payment deadlines accurately from initiation through settlement
• Maintain confidentiality of sensitive financial information and banking credentials
• Demonstrated high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

• Bachelor’s degree with a concentration in accounting, finance, business, or a related field; equivalent experience considered
• Demonstrated proficiency with Excel
• Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• Proficiency with computers, keyboards, monitors and telephone headsets.
• Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)
• Experience with FIS Integrity, Yardi, or other banking/treasury management systems is a plus

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Current anticipated annual base salary range: $70,000 - $95,000. Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications. Please visit our Careers page for full details – and to learn more about how we value our employees.

We believe

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.