Agent Application Support Liaison

Description

We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time.

We started our journey by providing smart and simple payment processing tools and products but haven’t stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.

Our mission is to give companies the tools they need to change the future of their business.

Requirements

Job Summary

This position directly supports the Sales Managers, National Account Manager, Business Development Manager of Merchant Accounts, and the Chief Risk Officer. This position will perform customer service and support activities for merchant applications including document collection, data entry, database maintenance, and sales support activities as requested.

Responsibilities & Duties

• Sales Support Specialists are involved in all facets of sales support, client boarding and customer service.
• This position performs customer service activities for merchant sales, this includes document collection, inside sales support, agent communication, client communication.
• Assisting agents and merchants on how to complete merchant applications properly, what documents are required for different types of merchants, which bank application to use for different types of merchants.
• Checking in with agents on a pre-scheduled basis to see if there is anything they need to send Payarc merchant applications.
• Making sure agents understand the underwriting pends (additional documents or information) that might be requested by underwriting.
• Using the required documents list to collect documents from the agents, sales rep or merchant that were not included with the new merchant application package. This is done via phone calls, emails, and text.
• Working with the agents, sales reps and merchants to make sure they understand what documents are required for the merchant category, the application falls in such as low risk or high risk.
• Documents are uploaded in the merchants lead in the portal.
• Verifying all fields are filled in on the merchant application.
• Verifying application has all initials and signatures.
• Entering all data from the merchant application into the portal. This is only done if the merchant application was not submitted through Apply (Payarc Online Application portal).
• Verifying required documents are included.
• Basic review of schedule C price on the merchant application
• Submit merchant application to underwriting once the verification process in complete.
• Data entry and database maintenance
• Upload and organize documents in sales portal.
• Work with internal departments
• Assist underwriting if they have basic questions regarding the application submission.
• Assist internal sales team with applications and/or merchants.
• Assist ISV team with applications or questions.
• Other duties as assigned.
  
  

Skills/Competencies

• Proficient verbal and written communication skill
  
  

Qualifications / Experience Required

• 6 months of relevant experience
• Proficiency in Microsoft Office
• Proficient in Adobe Acrobat
• Ability to multitask in a fast-paced environment.
• Strong interpersonal skills for interacting effectively with key internal and external contacts.
• Judgment and resourcefulness to solve problems independently.
  
  

Education Requirements

• Bachelor’s degree preferred.