Merchant Onboarding Specialist - Coppell, United States - American First Finance

Description

What makes an AFF Merchant Onboarding Specialist:

• The Merchant Onboarding Specialist role is responsible for efficiently and accurately onboarding new merchants to the American First Finance program. This position works directly with merchants, sales representatives, technology partners, and internal resources key to the merchant onboarding process. The onboarding role is fundamentally a process-oriented position that requires a high level of customer service, communication, and attention to detail. This role is faster than average pace, and requires an efficient, ambitious individual who is both team-oriented and capable of working independently.
• Deliver a first-class customer experience that represents AFF's Core Values
• Someone who is passionate about personal and organizational success

What we offer:

• Competitive Compensation
• Paid Time Off, 401K Matching, Medical, Dental, and Vision Benefits
• High-growth organization with advancement opportunities
• Diverse, Collaborative, & Fun Work Environment

Roles and 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.

Qualifications:

• 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

Bonus Skills:

• College Degree
• Bilingual English and Spanish
• Experience in a Tele-communications role
• Previous experience in Dealer retention and relationship management

Our values are what drive us.

Servant Heart

There's no place for egos here. Customers and colleagues come first. Serving their needs and driving their engagement is our success.

Dare To Be Different

We are adaptable, creative, and courageous, like entrepreneurs willing to take the necessary risks to innovate and make things better. We challenge the status quo. We seek out different ideas and perspectives as a means of expanding our ability to think and do more.

Embrace Change

That's not fear, that's excitement. We see change as core to our survival, and our ability to manage change as a prerequisite to new opportunities that can allow us to learn, grow, and do more.

Get Stuff Done

We do whatever it takes to get the job done right. We inspect what we expect, take ownership of our actions, and operate with a sense of urgency in everything we do.

No Drama

We control the things we can control with a mindset to find solutions while minimizing complaint. We are all here for the same purpose, empowered to be the best we can be so that our purpose to deliver great products and services to more customers can be fulfilled.

Walk The Talk

We do what we say we are going to do and maintain the highest standards of performance for ourselves and others, at all times, always doing the right thing.