Description
The Account Boarding and Changes Specialist is a focused individual who is responsible for operational functions related to new merchant account setups, boarding support, and account change requests. This role is responsible for the verification of data entered into multiple systems for merchant application processing and data entry of fields that need updating after an account is approved.
The perfect candidate will be well organized with a passion for working with urgency and accuracy and is able to meet communicated deadlines. This role requires accuracy, attention to detail, and effective communication skills.
ESSENTIAL DUTIES
- Operating within FiServ’s Access One and Merchant Manager systems – QA and/or data entry of new merchant accounts and account boarding support for our wholesale processing platforms.
- Operating within Fortis’ proprietary portal and case management system - QA and/or data entry of new merchant accounts, account boarding support on our PayFac and ACH platform.
- Review and conduct QA (quality assurance) on all merchant approvals.
- Work on boarding related cases – researching within our system to answer internal questions.
- Complete monetary and non-monetary account boarding procedures.
- Liaise with Underwriting and wholesale processors to ensure timely and accurate account changes to merchants on our retail portfolio.
- Work closely and professionally with varying levels of management, clients, and staff, including effective communication and written skills.
- Track work received and completed through the online CRM for all applicable work-related items.
- Adapt quickly to alternative and creative solutions.
- Participate in internal ongoing training with the rollout of new products, policies, and processes.
- Liaise with the Director of Account Boarding and Changes on process improvement and development.
- Cross-train on the Underwriting functions.
- Protect the organization's value by keeping marketing and product information confidential.
- Perform other incidental and related duties as required and assigned.
QUALIFICATIONS
To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
- Strong interpersonal skills
- Excellent written and verbal communication skills
- Strong focus and attention to accuracy
- Ability to work in a fast-paced, turn-key environment and be willing to work overtime whenever needed to meet deadlines.
- Ability to successfully navigate in a web-based applications environment.
- Ability to adapt to a fast-paced and evolving environment.
- Proactive individual who is results-oriented.
- Takes ownership of tasks and follows through to resolution.
- Detail-oriented team player with good organizational skills
- Self-motivated and able to multi-task with accuracy
- Must effectively apply strong self-organization and time management skills.
EDUCATION/EXPERIENCE
- High School or equivalent, associate or bachelor’s degree preferred.
- Minimum of two (2) years of experience in a business-related environment, ideally in credit card processing environments.
- Strong knowledge in credit card processing rates and fees.
COMPUTER SKILLS
Advanced computer skills in Word, Excel, Outlook, and CRM systems with the ability to multi-task between programs.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform other related duties as assigned by their supervisor.
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