Onboarding Specialist
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Job Summary
Guiding Merchants from Sales close to Go-Live, the full-time Onboarding Specialist will manage the onboarding process, ensuring documentation completeness and accuracy while maintaining communication with internal teams and Merchants, and can work remotely or from the Fenton, MO office.
Key responsibilities
- Set expectations by explaining the application process and the importance of documentation
- Collect and review Merchant documentation for completeness and accuracy before submission to Underwriting
- Monitor application statuses and provide updates to Sales, Risk, and Management teams
Required qualifications
- 3+ years of experience in Merchant onboarding, implementation, project management, payments, or fintech
- Exceptional attention to detail and strong organizational skills
- Experience working in a CRM environment
- Strong problem-solving skills with the ability to manage multiple applications and priorities
- Independence and ownership in building processes in a newly created role
Complete Job Description
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