Merchant Funding Specialist
Description
- The Merchant Funding Specialist role is responsible for engaging with existing American First Finance merchants by telephone to drive additional utilization and/or performance improvement. This position works directly with merchants, sales representatives, technology partners, and internal resources key to the merchant relationship. The Merchant Performance role is fundamentally a relationship focused position that requires a high level of customer service, communication, and a solutions-oriented approach to problem solving. This role is faster than average pace, and requires an efficient, ambitious individual who is both team-oriented and capable of working independently.
- Deliver a first-class customer experience that represents AFF’s Core Values!
- Someone who is passionate about personal and organizational success!
- Competitive Compensation!
- Paid Time Off, 401K Matching, Medical, Dental, and Vision Benefits!
- High-growth organization with advancement opportunities!
- Diverse, Collaborative, & Fun Work Environment!
- Provide exceptional service and prompt attention to all inbound communications from merchants.
- Perform a variety of outbound calls to existing merchants to drive utilization and performance.
- Document all work in Sugar CRM, capturing all relevant details of the interaction with a merchant.
- Provide American First Finance management with accurate feedback from merchant interactions.
- Prioritize workload in order to provide an efficient experience to our merchant partners.
- Accurate and timely resolution of requests received through Sugar CRM for existing merchants.
- Executing and managing “updated” agreements for merchants according to the new terms offered.
- Expert knowledge of product/program terms in order to offer solutions-based problem solving.
- Expert knowledge of merchant settings so all merchants are maintained in an “optimized” manner.
- Update merchant settings with each change in contact, banking, or risk information.
- Assist in scheduling merchant training when a training opportunity is discovered.
- Assist in management of merchant relationship regarding dealer receivable balances.
- Administration and implementation of merchant incentive programs.
- Facilitate funding support requests from existing merchants.
- Perform other duties as assigned by supervisor.
- High School diploma: additional qualifications will be a plus.
- Minimum of 3 years’ experience in Operational background with a finance Operation or experience in Financial Services/Merchant Services industry in an operational or account management capacity.
- Skilled in Microsoft, specifically Outlook, Word, and Excel.
- Excellent time management and organizational skills.
- Excellent verbal and written communication, and analytical skills.
- Persuasive and goal-oriented.
- Strong process and detail orientation.
- College Degree
- Bilingual English and Spanish
- Experience in a Tele-Sales role
- Previous experience in consumer finance
- Previous experience in Dealer retention and relationship management
Should you be offered and accept a position with us, the company requires all employees to agree to a binding arbitration agreement to certain disputes.
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Our values are what drive us.
Servant Heart
There’s no place for egos here. Customers and colleagues come first. Serving their needs and driving their engagement is our success.
Dare To Be Different
We are adaptable, creative, and courageous, like entrepreneurs willing to take the necessary risks to innovate and make things better. We challenge the status quo. We seek out different ideas and perspectives as a means of expanding our ability to think and do more.
Embrace Change
That’s not fear, that’s excitement. We see change as core to our survival, and our ability to manage change as a prerequisite to new opportunities that can allow us to learn, grow, and do more.
Get Stuff Done
We do whatever it takes to get the job done right. We inspect what we expect, take ownership of our actions, and operate with a sense of urgency in everything we do.
No Drama
We control the things we can control with a mindset to find solutions while minimizing complaint. We are all here for the same purpose, empowered to be the best we can be so that our purpose to deliver great products and services to more customers can be fulfilled.
Walk The Talk
We do what we say we are going to do and maintain the highest standards of performance for ourselves and others, at all times, always doing the right thing.
Job Details
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