Account Boarding and Changes Specialist

3 weeks ago


Plano, Texas, United States Fortis Payment Systems LLC Full time
Job Description

At Fortis Payment Systems LLC, we are seeking a highly organized and detail-oriented individual to join our team as an Account Boarding and Changes Specialist. This role is responsible for ensuring the smooth onboarding of new merchants and managing changes to existing accounts.

The ideal candidate will have strong interpersonal skills, excellent written and verbal communication skills, and the ability to work in a fast-paced environment. They will be responsible for operating within various systems, including FiServ's Access One and Merchant Manager, and Fortis' proprietary portal and case management system.

Key Responsibilities:

  • Verify data entered into multiple systems for merchant application processing
  • Perform QA and/or data entry of new merchant accounts and account boarding support
  • Review and conduct QA on all merchant approvals
  • Work boarding related cases and complete monetary and non-monetary account boarding procedures
  • Liaise with Underwriting and wholesale processors to ensure timely and accurate account changes

Requirements:

  • 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
  • Advanced computer skills in Word, Excel, Outlook, and CRM system

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.



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