Merchant Onboarding Specialist

Sales Dallas, Texas


What makes an AFF Merchant Onboarding Representative:

  • The Merchant Onboarding Specialist role is responsible for efficiently and accurately onboarding new merchants to the American First Finance program.  This position works directly with merchants, sales representatives, technology partners, and internal resources key to the merchant onboarding process.  The onboarding role is fundamentally a process-oriented position that requires a high level of customer service, communication, and attention to detail.  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! 

What we offer: 

  • Competitive Compensation!
  • Paid Time Off, Paid Holidays and Market Leading Benefits!
  • High-growth organization with advancement opportunities!
  • Diverse, Collaborative, & Fun Work Environment!

Roles and Responsibilities:

  • Research and underwrite all new merchants applying to use the American First Finance program.
  • Collaborate with sales team to secure proper documentation needed for merchant onboarding.
  • Process applications in a timely manner and submit to leadership for approval decisions.
  • Document all work in the merchant file, noting any concerns or points of emphasis.
  • Prioritize workload in order to provide an efficient experience to our merchant partners.
  • Update the appropriate merchant files, daily, to ensure proper documentation of activity.
  • Accurately perform the merchant setup process to ensure proper settings for each merchant.
  • Execute and manage agreements for merchants according to the terms offered by the Sales Team.
  • Expert knowledge of product/program terms in order to properly communicate when necessary.
  • Expert knowledge of merchant settings so all merchants are launched in an “optimized” manner.
  • 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 Strong process and detail orientation 
  • Excellent verbal and written communication, and analytical skills.
  • Persuasive and goal-oriented
  • Strong process and detail orientation 


Preferred Skills:

  • College Degree
  • Bilingual English and Spanish
  • Experience in a Tele-communications role
  • Previous experience in Dealer retention and relationship management 




Our Core Values

Servant Heart: There’s no place for egos here. Customers and colleagues come first. Serving their needs and driving their engagement is our success. 

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. 

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. 

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. 

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.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.