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New Accounts Representative

The function of the New Accounts Representative is to enter all new incoming applications accurately and completely.  The New Accounts Representative must create a file for each account including but not limited to setting up a checklist, running a credit report and taking the completed file to Underwriting for the approval process. The overall objective is to meet the company time service standards and department turnaround time of getting all new accounts keyed into the system within 1 hour of receiving the application. Various other functions will fall under this position including boarding and quality control of all new accounts.

Key Responsibilities:

  • Understanding of the various methods of the submission process including but not limited to the XML processing, printing and creating new account folders and moving emails from the specific department folders into the completed folders.
  • Understanding the Data Entry process including how to key in the account into the Agent Portal system. The New Accounts Representative should also have an understanding of the iWorkflow system and show basic knowledge of FDR and the most utilized screens.
  • Review all documents received including emails, applications and voided checks for consistency.
  • Key applications in to the iEntry system with accuracy and completeness.
  • Review equipment for PCI Compliancy which includes Terminals, Software and Gateway.
  • Understanding and knowledge of various websites to validate PCI Compliancy and Platform certification.
  • Communicate all missing information or inconsistencies on the checklist for the Underwriter to review.
  • General understanding of the boarding process ensuring accurate merchant account set up.  This includes understanding of rates, fees and set up flags associated with the set up.
  • Scanning and attaching functions including how to scan a final/approved file and any Portfolio Management supporting documents.
  • Welcome Letter process including knowledge of items included in the Merchant Welcome Kit.
  • Additional tasks would include working various industry reports as well daily and weekly department reports.

Department Statistics/Goals

  • Average time to process a manually entered account:8 to 10 minutes
  • Average time to process a digital account:3 to 5 minutes (digital submissions count as 3=1)
  • Data Entry Estimated Hourly Average:5 to 6 accounts per hour
  • Data Entry Projected Goal:35 to 40 per day
  • Booking Projected Goals: 70-75 per day

Key Competencies:

  • Type 60 WPM or more
  • Type 50 KPM or more
  • Good Verbal and Written Communication Skills
  • Good Listening Skills
  • Strong Multitasking skills
  • Strong Attention to Detail
  • Strong initiative
  • Very Adaptable
  • Strong Teamwork
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