Payments Processor

ob Responsibilities

Describe the job role and the day to day tasks involved.

The role of a Payments Processor typically involves reviewing and processing new sales files, where the primary responsibility is to oversee and manage the new opportunity contracts and documentation. Some general tasks may include:

• Reviewing and processing new opportunity files.
• Coordinating with sales team of the new submission.
• Schedule and process payments.
• Review and submit new financing files to financing group.
• Upload offline files into the client data folder as needed.

Top 4 Core (Priority,

non-negotiable)

Requirements

As a Payment processor, the top four core requirements that are typically considered priority and non-negotiable are:

• Attention to detail: Payments Processor must have excellent attention to detail to review and process new opportunity files.
• Reviewing and processing payments: The Payments Processor would be responsible for reviewing new opportunity from Tax Associates, verifying the accuracy of the payment information, and processing the transaction.
• Precise Data Entry: Entering payment information or payment schedule into the client's account.
• Communication skills: Payments Processor must have excellent communication skills to work collaboratively with the sales team and other stakeholders.

Qualifications

Describe the qualifications the staff must have in terms of skills and capabilities

• Excellent written and verbal communication skills.
• Reliable and organized.
• Remain focused and productive in a fast-paced environment.
• Proficient and comfortable with basic technology and standard office equipment (Outlook, Microsoft Office).