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Boarding Specialist
A company is looking for a Boarding and Applications Specialist. Key Responsibilities Partner with Sales to gather required pre-application data and collect application documents Conduct initial underwriting checks and accurately enter merchant accounts for first-time approval Act as the primary contact between merchants and processing partners, troubleshooting account issues as needed Required Qualifications Bachelor's degree or equivalent professional experience 2+ years of experience in a customer-facing role 1+ year working with credit card processing, ACH processing, banks, or fintech companies Proficiency with PC-based tools and software Experience managing customer escalations and complex financial workflows
A company is looking for a Boarding and Applications Specialist.
Key Responsibilities
Partner with Sales to gather required pre-application data and collect application documents
Conduct initial underwriting checks and accurately enter merchant accounts for first-time approval
Act as the primary contact between merchants and processing partners, troubleshooting account issues as needed
Required Qualifications
Bachelor's degree or equivalent professional experience
2+ years of experience in a customer-facing role
1+ year working with credit card processing, ACH processing, banks, or fintech companies
Proficiency with PC-based tools and software
Experience managing customer escalations and complex financial workflows