Sola · 1 week ago
Underwriting and Account Boarding Specialist III
Brooklyn, NY
Full-time
Hybrid
Entry, Mid Level
$40/hr - $50/hr
2+ years expSola is a leading payments provider offering a full suite of merchant services, including payment processing and gateway solutions. They are seeking a motivated and organized Underwriting and Account Boarding Specialist III to analyze and evaluate merchant applications, ensuring the accuracy and completeness of submissions to banks for approval.
Financial Services
Hiring Manager
Samantha B.
Responsibilities
Analyze and evaluate merchant applications to determine the risk associated with a potential merchant
Review data submitted by sales agents and partners and complete validation and verification
Guide Agents and partners on the best platform for their potential merchants based on industry
Contact Agents via phone or email, for additional information if not provided on initial paperwork
Complete and submit application packages to the appropriate banks for approval
Respond to inquiries from the processing banks via phone or email if additional information is needed
Contribute content to Confluence Knowledgebase based on job role and industry best practices
Review and update documentation on a periodic basis to ensure content accuracy and validity
Qualification
Required
High school diploma or equivalent
2 - 4 years of related experience in account underwriting
Ability to focus on a detailed application and ensure accuracy before submission
Excellent verbal and written communications skills
Ability to identify and resolve/escalate complex problems
Proficient keyboard and computer skills, especially Microsoft Office applications
Must be able to work in a fast-paced environment as part of a team but assume ownership and responsibility for team and self-assigned work
Ability to excel in our core values of Get It Done, Be Resourceful, Self-Motivated, Sense of Responsibility, Be A Team Player
Preferred
Associate's or Bachelor's Degree
Familiarity in the merchant processing industry with experience related to underwriting and account boarding
Company
Sola
Sola is a financial services company providing credit card processing and payment technology services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
PSG Equity
2022-07-19Private Equity
2017-08-18Private Equity
Leadership Team
Michael Reed
Chief Executive Officer
Recent News
Tech Startups - Startups and Technology news
2025-08-30
Tech Startups - Startups and Technology news
2025-08-29
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