Operations & Training Specialist – Payments and Consumer Finance

The Operations & Training Specialist – Payments and Consumer Finance is responsible for supporting day-to-day operational execution, training, documentation, and enablement across the company’s payment processing and consumer financing programs. This is a mid-entry level role suited for someone who can learn complex processes, organize information, and support internal teams and business users. The role will support both consumer finance and payment processing workflows, including onboarding, training delivery, documentation, issue tracking, process improvement, and ongoing user support. This person must be comfortable working with internal teams, external partners, franchisees, and business users to ensure programs are understood, adopted, and executed consistently. Key Responsibilities: Operations Support Support operational activities related to payment processing and consumer financing programs. Assist with onboarding, training coordination, user readiness, documentation, and follow-up activities for new and existing users. Help track open items, training needs, implementation activities, support trends, and process gaps. Work with internal teams to ensure users understand approved workflows, escalation paths, lender requirements, processor requirements, and platform functionality. Support issue identification and escalation by gathering relevant details, documenting the situation clearly, and helping route issues to the appropriate internal or external partner. Maintain organized records of training activity, operational updates, process changes, and user feedback. Support training and operational readiness for payment processing tools, processor workflows, merchant onboarding, payment acceptance processes, and support procedures. Support consumer finance training across lender programs, application workflows, promotional plans, approval processes, customer communication expectations, and platform usage. Maintain a working understanding of lender and processor program requirements so users receive consistent and accurate guidance. Help identify where training or documentation may be missing, outdated, unclear, or creating operational risk. Continuous Improvement: Gather feedback from users and internal teams to improve training materials, processes, and adoption. Identify recurring questions or issues and recommend updates to training, FAQs, or process guides. Support consistency across teams so users receive the same message, same process, and same expectations. Help reduce friction by making training and operational documentation clearer, more practical, and easier to use. Required Qualifications 2–4 years of experience in operations support, training, enablement, customer support, sales support, B2B2C consumer financing, payment processing, or a related field Strong written and verbal communication skills Ability to explain complex information in a clear and practical way Comfortable presenting training decks, FAQs, process documents, guides, and other user-facing materials Comfortable delivering live or virtual training sessions Strong organizational skills and attention to detail Ability to manage multiple priorities and follow through on open items Ability to learn new systems, products, and processes quickly Comfortable working with internal teams, external partners, and business users Ability to identify process gaps and recommend practical improvements Preferred Qualifications Experience with consumer finance, B2B2C lenders, payment processing, merchant services Experience in creating training videos or screen-recorded walkthroughs Familiarity with compliance concepts such as UDAP/UDAAP and TILA Experience working with lenders, processors, franchisees, dealers, merchants, or distributed business locations Experience with PowerPoint, Microsoft Teams, JIRA, Zoom, SharePoint, LMS platforms, or similar tools Experience supporting onboarding, rollout, or adoption of new technology platforms