Merchant Onboarding Specialist

2 weeks ago


Coppell, Texas, United States American First Finance Full time
About the Role

We are seeking a highly skilled Merchant Onboarding Specialist to join our team at American First Finance. As a key member of our sales team, you will be responsible for efficiently and accurately onboarding new merchants to our program.

Key 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.
Requirements
  • 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.
  • Willingness to work 100% onsite.
Bonus Skills
  • College Degree.
  • Bilingual English and Spanish.
  • Experience in a Tele-communications role.
  • Previous experience in Dealer retention and relationship management.


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