Job Description
Job Description
Job Title : Onboarding Specialist
Location : Evolv, 10999 Stahl Rd., Newburgh, IN 47630
Job Type : Full-time, In person, 8 hr. day shift (M-F)
Pay : $20-$22 / hr
Commission Structure per entry based off accuracy.
Company Overview : Evolv has been a trusted partner for over 26 years, providing merchants with comprehensive merchant services solutions. Our dedication to excellence and commitment to customer satisfaction have made us a leader in the industry. Evolv strives to provide all-in-one services to merchants by offering credit / debit card processing, ACH services, web development, and SEO solutions. By partnering with Financial Institutions, associations, and sales groups, we ensure our clientele receives the best services for their business needs.
Position Overview : We are seeking a highly organized and detail-oriented Onboarding Specialist to join our team. This individual will be responsible for assisting the Senior Onboarding Specialist in accurately inputting merchant application details to our payment processor relations (Global, Worldpay and Fiserv), and their perspective underwriting teams, for approval, ensuring their ability to process payments. The ideal candidate will possess excellent data entry skills, timeliness, attention to detail, and the ability to work in a fast-paced environment.
Qualifications :
- 2 years data entry experience (preferred)
- Typing proficiency of at least 50 WPM
- Effective communication via email and phone
- Technical and computer skills
- Experience with MS Outlook, Word and Excel
Key Responsibilities :
Verify application details for accuracy before entry and communicate any discrepancies in the application to the sales representative for adjustment.Accurately enter customer application details into the prospective processor approval portal.Communicate to the sales representative and operations teams on approval of the merchant application and transfer the merchant identification number.Complete the review following account approval to ensure accuracy in pricing selection, MCC code, and banking information for the client.Monitor the submission inbox to ensure timely boarding of all merchant applications and existing merchant application equipment upgrades.Maintain communication with the representative following submission up to application approval or reject, if additional details are necessary for approval, communicate it to the representative and create an internal CRM tracking ticket to be worked until resolution is provided.Maintain non-disclosure and ensure privacy guidelines are followed with all customers and Evolv information.Maintain our MASTER tracking sheet for all approvals and upgrades entered for the processor.Process merchant upgrades and create prospective ticket(s) within our CRM to ensure tracking and completion.Perform data entry tasks following merchant approval as requested by the Senior Onboarding Specialist or Director of Operations.Communicate common errors and sales representative training needs to the Senior Onboarding Specialist and Sales Support.Assist the Senior Onboarding Specialist in tasks requested of you.Update and maintain CRM tickets created by you and for you within our service level agreement (SLA).Submit paperwork for ancillary products following merchant approval.Assist in responses from your personal inbox as well as the shared Operations inbox within SLA (24-hrs).Benefits :
Paid time off (PTO)401(k) matchingInsurance : Health, dental and visionOn the job training (paid)Vacation timeProfessional development assistanceIRA ProgramAnnual Sales Summit at Bally’sThis is NOT a remote position. Reliable transportation is necessary. Must have the ability to pass a background check.
Salary : $20 - $22
