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Merchant Onboarding Specialist

3 months ago

Coppell, United States American First Finance Full time
Description

Position at American First Finance

What makes an AFF Merchant Onboarding Specialist:
  • The Merchant Onboarding Specialist role is responsible for efficiently and accurately onboarding new merchants to the American First Finance program. This position works directly with merchants, sales representatives, technology partners, and internal resources key to the merchant onboarding process. The onboarding role is fundamentally a process-oriented position that requires a high level of customer service, communication, and attention to detail. This role is faster than average pace, and requires an efficient, ambitious individual who is both team-oriented and capable of working independently.
  • Deliver a first-class customer experience that represents AFF's Core Values
  • Someone who is passionate about personal and organizational success
What we offer:
  • Competitive Compensation
  • Paid Time Off, 401K Matching, Medical, Dental, and Vision Benefits
  • High-growth organization with advancement opportunities
  • Diverse, Collaborative, & Fun Work Environment
Roles and Responsibilities:
  • Collaborate with sales team to secure proper documentation needed for merchant onboarding.
  • Process applications in a timely manner and submit to leadership for approval decisions.
  • Document all work in the merchant file, noting any concerns or points of emphasis.
  • Prioritize workload in order to provide an efficient experience to our merchant partners.
  • Update the appropriate merchant files, daily, to ensure proper documentation of activity.
  • Accurately perform the merchant setup process to ensure proper settings for each merchant.
  • Execute and manage agreements for merchants according to the terms offered by the Sales Team.
  • Expert knowledge of product/program terms in order to properly communicate when necessary.
  • Expert knowledge of merchant settings so all merchants are launched in an "optimized" manner.
  • Perform other duties as assigned by supervisor.
Qualifications:
  • High School diploma: additional qualifications will be a plus
  • Skilled in Microsoft, specifically Outlook, Word, and Excel
  • Excellent time management and organizational skills Strong process and detail orientation
  • Excellent verbal and written communication, and analytical skills.
  • Persuasive and goal-oriented
  • Strong process and detail orientation
Bonus Skills:
  • College Degree
  • Bilingual English and Spanish
  • Experience in a Tele-communications role
  • Previous experience in Dealer retention and relationship management