New Accounts Representative
ipayment paysafeWestlake Village (CA)
New Accounts Representative
Posted 9 days ago
ipayment paysafeWestlake Village (CA)
SENIORITY
Junior
About the role
New Accounts Representative The function of the New Accounts Representative is to enter all new incoming applications accurately and completely. The New Accounts Representative must create a file for each account including but not limited to setting up a Checklist and running a credit report, then take the completed file to Underwriting for the approval process. The overall objective is to meet the company time service standards and department turnaround time of getting all new accounts keyed into the system within 1 hour of receiving the application.
Responsibilities include:
Enter new applications received accurately and completely.
Create a file and checklist to include the applications and all supporting documents received.
Review and verify equipment information for PCI compliance.
Attach all documents into internal database.
Identify additional documents that require additional set up handling. (IE, holdbacks, deployment forms, supermarket/utility set-ups etc.)Communicate all missing information or inconsistencies on the checklist for the Underwriter to review.
Update and change the status in the internal database.
Take on miscellaneous tasks as assigned.
Experience/Requirements:
- Type a minimum of 60 wpm10-key minimum of 50 wpm
- Multi-tasking and attention to detail is a must
- No verbal or written warnings within the last six months
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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