Underwriting Support -Customer Implementation and Onboarding

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Center Valley, PA
In-Office
Fintech • Financial Services
The Role
Overview

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit www.shift4.com.


Responsibilities:

Shift4 Payments is looking for an individual who is driven, extremely self-sufficient, highly motivated, and holds themselves to the highest standards of professionalism. We will be evaluating candidates based on how they interview, prior experiences, knowledge, and references.  This position requires employees to maintain cooperative, diplomatic working relationships with co-workers, supervisors, customers, and the public; work as part of a team and collaborate with colleagues, and complete projects under tight deadlines even when there are competing requirements and changes in assignments.   

  • Receive incoming calls from merchants to assist with accounts on hold
  • Communicate with merchants and sales partners to obtain missing items from underwriting conditional approvals, periodic reviews, and registration items
  • Monitor hold queue for underwriting declines over 90 days
  • Process Addendums for all brands including new authorized signer and legal name changes
  • Daily Underwriting reporting reviews
  • Bank Verification Calls
  • Fraud Alert Calls
  • Manual add/release of ACH hold on merchant accounts for US and CAN
  • Application creation for Underwriting globally
  • Customer profile setups in Salesforce
  • Contract Amendments EU underwriting
  • Reviewing sub merchants to align with underwriting standards
  • Assist with Tin mismatches and backup withholding
  • Underwriting queue and ticket update assignments
  • Assign and work underwriting holds
  • GWO reviews and approvals
  • Advantage program reviews
  • Legal name change closures
  • Giact ongoing monitoring
  • Assist with merchant registrations and closures
  • Work through and complete bank audits for US and CAN
  • Work ACH splunk tickets
  • Complete data entry tasks to existing merchants
  • Communicate with several internal departments such as Customer Service, Underwriting, Legal, RMs etc
  • Cross training between Underwriting and Account Maintenance
  • Additional duties as mgmt sees fit

Qualifications:

  • High school diploma or the equivalent required.
  • Experience with Microsoft Office Suite, Google Suite required.
  • Strong typing skills with strict attention to detail is a must.
  • Excellent listening, written, and verbal communication skills.
  • Self-starter and who can handle multiple tasks in a fast-paced environment.
  • Problem solving and critical thinking ability to make a business decision
  • Data Entry experience


We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.


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The Company
HQ: Pennsylvania, NY
835 Employees
Year Founded: 1999

What We Do

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry.

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