Specialist I, Merchant Boarding Admin
2 weeks ago
**Title**
Merchant Boarding Specialist
**Reports To**
Manager, Merchant Boarding & Administration
**Job Purpose**
**Duties and Responsibilities**
- Merchant Onboarding and Support:
- Coordinate with internal teams to address any issues or discrepancies in the onboarding process.
- Rate Analysis and Reporting:
- Initiate and conduct merchant rate analysis to support Customer Care and Retention agents in improving merchant satisfaction and retention.
- Provide detailed analysis results to sales offices and stakeholders, ensuring transparency and accuracy.
- 1099-K Management:
- Oversee the distribution of 1099 forms to merchants, including sending initial and corrected copies as needed.
- Upload corrected 1099 forms to the file sent to the IRS, ensuring compliance with federal reporting requirements.
- Customer Service and Retention:
- Assist with overflow of incoming customer service calls and manage pending closure requests from Customer Care.
- Conduct Swap Debit Calls and serve as a backup for the Retention Administrator when required.
- Execute daily sales office retention reporting and maintain data on the Dashboard.
- Other Administrative Duties:
- Support various operations-related tasks as assigned by management.
- Ensure adherence to Standard Operating Procedures (SOPs) and compliance with industry regulations.
- Collaborate with cross-functional teams to optimize onboarding processes and enhance merchant experience.
**Qualifications**
- Strong communication skills, with the ability to work patiently, professionally, and assertively in a fast-paced environment.
- Quick learner with the ability to grasp new ideas and concepts rapidly.
- Detail-oriented, responsible, and capable of multi-tasking and prioritizing time-sensitive responsibilities.
- Excellent phone etiquette and follow-up skills, with the ability to work independently on recurring, repetitive tasks.
- Ability to exercise sound judgment and maintain a customer service-focused approach.
- Demonstrated initiative, flexibility, and adaptability to changing business needs.
- Experience in the payment processing industry or a similar regulated environment is preferred.
**Working Conditions ***
- We are committed to providing an ergonomic work environment to ensure the health and well-being of our employees.
- Frequent interaction with team members, management, agents, Business Development Managers (BDMs), and external partners to facilitate smooth operations and collaborations.
***Working Hours**:8:30 AM - 5:00PM CST
***Job Classification**
- Exempt
At Payroc we are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individuals’ qualifications without regard to race, color, religion, national social or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation or any other status protected by the laws regulation in the location we operate. Payroc does not tolerate discrimination or harassment based on any of these characteristics.
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