New Accounts Representative

1 day ago


Westlake Village, California, United States iPayment Full time
Job Summary

The New Accounts Representative plays a crucial role in the company's success by accurately and efficiently processing new incoming applications. This position requires strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

Key Responsibilities
  • Enter new applications received accurately and completely, ensuring all necessary information is captured.
  • Create a comprehensive file and checklist for each account, including all supporting documents.
  • Review and verify equipment information for PCI compliance, ensuring the highest level of security.
  • Attach all documents to the internal database, maintaining a secure and organized system.
  • Identify additional documents requiring special handling, such as holdbacks or deployment forms.
  • Communicate any missing information or inconsistencies to the Underwriter for review.
  • Update and change the status in the internal database, ensuring seamless communication.
  • Perform miscellaneous tasks as assigned by management.
Requirements
  • Type a minimum of 60 wpm with high accuracy.
  • Meet the 10-key typing requirement of 50 wpm.
  • Demonstrate exceptional multi-tasking and attention to detail skills.
  • Have a clean disciplinary record, with no verbal or written warnings within the last six months.


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