Accounts Boarding

2 weeks ago

Plano, United States Fortis Payments Full time

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 updated 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 details, 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 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 a QA (quality assurance) on all merchant approvals.
  • Work 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, staff, this includes 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.
  • Internal on-going training with the roll out of new products, policies, and processes.
  • Liaisons with Director of Account Boarding and Changes on process improvement and development.
  • Cross train on the Underwriting functions.
  • Protects organization's value by keeping marketing and product information confidential.
  • Perform other incidental and related duties as required and assigned.
Requirements

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 communications skills
  • Strong focus and attention to accuracy
  • Candidate must be able 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 system 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 and other related duties, as assigned by their supervisor.

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