Jr Underwriter & Agent Support Specialist
About The Position
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
- +6 months of relevant experience
- Task delegation
- Strong communication and interpersonal skills.
- Proficiency with task management tools.
- Ability to make independent decisions and prioritize tasks effectively.
- 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.
Nice To Haves
- Familiarity with merchant application processes and documentation requirements is a plus.
Responsibilities
- Independently underwrite low-risk accounts (up to $10,000 Monthly Volume, $250 High-Ticket) before final review.
- Collaborate with the underwriting team by conducting a periodically review of our existing merchants to ensure compliance with Underwriting Guidelines and risk standards.
- Review and make decisions on Agent Applications, approving or declining based on background checks and account verification results.
- Recommend risk mitigation techniques to minimize financial loss exposure to the Bank when creating and/or approving proposed risk structures for a merchant account.
- Subject Matter Expert for conducting training for Sales Account Executives and merchants on the application portal.
- Educate agents and merchants on application processes and required documents.
- Manage tasks delegated to others to ensure application completeness, with accuracy and timeliness.
- Ensuring compliance guidelines are met by reviewing documentation accuracy and assisting with inquiries.
- Partner with agents, provide internal support, and handle additional duties.
- Advising Agents on approvals, holds, or declines, and communicate decisions clearly.
- Monitor pending accounts, follow up weekly, and generate reports for management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
