Boarding Specialist jobs in United States
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Heartland ยท 2 months ago

Boarding Specialist

Heartland is a part of Global Payment Holding Company, which provides payment solutions for credit, debit, prepaid, and merchant services. They are seeking a Client Support Specialist who will work with sales to verify information and submit merchant applications to the underwriting team, requiring strong attention to detail and customer service skills.

Credit CardsPaymentsTransaction Processing

Responsibilities

Receives and enters all information for completion of processing applications
Acts as communication liaison between sales, underwriting and the merchant
Prepares applications for the merchant's completion (signatures, etc.)
Returns packages with all documentation needed for Underwriting
Communicates with the merchants to gather information needed (phone and email)
Other duties such as answering inquiries, resolving problems, promoting and selling products/services, and/or entering or confirming sales
Requires general knowledge of company, products, and/or services to answer questions
May assess merchant needs and suggest/promote alternative products or services

Qualification

Data entryCustomer serviceCommunication skillsAttention to detailMulti-tasking

Required

Must be able to navigate a computerized data entry system or other relevant applications
Strong communication and customer service skills
Task oriented and able to handle multiple projects and processes
Attention to detail and high accuracy when entering data

Company

Heartland

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Heartland is a fintech company offering payment processing services and point of sale systems for businesses and educational institutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-05-28Acquired

Leadership Team

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Asif Bhagat, PharmD
ISO Partner
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Becky Chapin
Client Partner
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Company data provided by crunchbase