- Responsible for overseeing and managing 20-30 accounts simultaneously in the pipeline each month (approval ratings 90% of monthly pipeline accounts)
- Collaborated with the Executive Director to identify growth opportunities and develop strategies to seize them.
- Utilized the Company's CRM system to log day to day tasks and update merchant information.
- Monitored merchant accounts for any potential growth in monthly volume and potential risk
- Negotiated pricing and terms with banks/processors
- Familiarity with Sales Force, iAccess, Jarvis, and IRIS CRMS
- Merchant Onboarding / Payment Gateway Management (NMI)
- Assisted in PCI certification after the merchant has been boarded on the gateway
- Established outstanding working relationships with both merchants and bank/processors
- Client/Merchant Services
- Pre-underwriting review before application submission
- Account Management - start to finish the application process, liaison between bank/processors and merchants, open/closure of MIDs, merchant account update
- Review merchant supporting documents before creating application package - Processing statements, bank statements, P&L Balance Sheets, Balance Statements, Risk, Chargebacks, etc
- Customer Support - Assessed customer needs to provide outstanding customer service needs
- Implemented ways to improve Company efficiency (Introduced: Monday.com and Pandadoc.com to streamline application submission process)
- Knowledge in High Risk / Low Risk, Credit/Debit Card Processing, ACH Processing, Retail Processing, and TSYS.
- Stayed up to date on credit card processing laws (VISA/MASTERCARD/AMEX)
- Upsell software and programs (chargeback mitigation (to help utilize RDR), Fraud Management, Shopping Cart, etc)
Specialty categories include but not limited to: Adult, CBD/Nutra, MLMs, Travel, MOTO, Vape, Finance, International, Pet, Medical, Real estate, Advertising services, Automotive, Electronics, Telecommunication, General Contractors, Delivery services, etc