Project Coordinator, Onboarding Jobs

Job Details

Level

Experienced

Remote Type

Fully Remote

Position Type

Full Time

Education Level

4 Year Degree

Salary Range

$24.00 - $28.00 Hourly

Job Shift

Day

Job Category

Accounting & Finance

Description

Position Title: Payments Project Coordinator, Onboarding

Department: Payment Operations

Reports To: Director Payment Operations

Location: Remote

Job Type: Full-time, Hourly

FLSA Status: Non- Exempt

Overview:

The Payments Project Coordinator, Onboarding will coordinate documents to ensure a successful onboarding, underwriting and merchant setup process. In this position, you will be responsible for coordinating administrative activities, maintaining reports for the Payment Operations Team, and monitoring tasks associated with onboarding. This position requires a high degree of attention to detail that will help to ensure high-quality deliverables for client success.

Essential Job Functions & Responsibilities:

• Develop, maintain, and update reports to assist and inform various partners and departments on payment related issues, project statuses, and implementation dates
• Monitor project progress and communicate or handle any issues that arise
• Work with clients to obtain underwriting documentation in preparation for onboarding.
• Leads resolution of any merchant setup or configuration issues. Works to understand potential issues and proactively takes steps to avoid or resolve them.
• Perform duties as assigned by director.
• Accurately perform the merchant setup process to ensure proper settings for each merchant.
• Coordinate and work with project managers to provide guidance for merchant onboarding and eliminate blockers.
• Process merchant onboarding applications and coordinates resolution of any issues with partners and merchants.
• Thoroughly understand the merchant application and underwriting process with our credit card and ACH processors.
• Build strong, trustful relationships with customers, banking partners, and any outside vendors that have crossover with Payment Operations
• Assist in conducting due diligence reviews of applications, ensuring accuracy and completeness.
• Work independently to research and resolve merchant inquiries.
• Other operational duties as assigned.
• Process merchant onboarding applications in a timely manner and coordinate resolution of any issues with partners or underwriting.
• Update the appropriate merchant files, daily to ensure proper documentation of an activity.

Skills & Qualifications:

• Must be able to navigate between multiple software applications.
• Solid organizational skills, including multitasking and time-management
• Excellent attention to detail, strong investigative skills and exceptional analytical skills
• Ability to function with high-level and long-term strategy in mind
• Experience with project management framework
• Excellent listing, verbal and written communication skills
• Excellent client-facing and internal communication skills
• Prociency in Microsoft Oce applications is required
• Expert level Excel skills are highly desired, Intermediate level Excel skills, required; Pivot tables.
• Familiarity with JIRA and Salesforce
• Excellent customer service ability that results in trust and long-standing relationships with our customers

Experience & Education:

• Bachelor’s Degree in Business, Project Management or related degree, or equivalent experience
• Proven work experience as a Project Coordinator or similar role, – insurance and or merchant services experience is preferred

Desired Traits:

• Growth Mindset, Problem Solver, Demonstrates Ethical Behavior, Leverages Resources, Strong Drive, True Team Player, Supportive & Adaptable to Change, Commitment to Personal & Professional Development, Strong customer service focus.
• Be part of a team devoted to elevating, innovating and growing. We value beauty, agility, expertise, greatness and unity.

Physical Demands:

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Environment:

Standard indoor office setting; exposure to computer screens.

Physical:

Requires repetitive motion. Substantial movements/motions of the wrists hands, and/or fingers. Sufficient mobility to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including use of a computer keyboard, mouse, scanner and other tools as needed.

Vision:

See in the normal vision range with or without correction; vision sufficient to read computer screens and printed documents.

Hearing:

Ability to hear in the normal audio range with or without corrections.

Company Profile:

One Inc provides insurers with the capability to give their customers what they expect: choice, control, convenience, and continuity. That’s the strength derived from the Power of One™ - a cohesive and seamless experience for both inbound and outbound digital insurance payments.

The One Inc Digital Payments Platform combines multi-channel digital communications with electronic payment processing and disbursement, creating a frictionless premiums and claims payments experience. As one of the fastest growing digital payments platforms in the insurance industry, One Inc manages billions of dollars per year in premiums and claims payments.

One Incis an equal opportunity employer and complies with all EEOC legislation in each jurisdiction it operates in.

Qualifications

Skills & Qualifications:

• Solid organizational skills, including multitasking and time-management.
• Expert level Excel skills are highly desired.
• Ability to function with high-level and long-term strategy in mind.
• Ability to maintain strong organization skills with high volumes of projects. Ability to efficiently multi-task and prioritize.
• Experience with project management framework
• Proficiency in Microsoft applications is required.
• Familiarity with JIRA and Salesforce is desired.
• Excellent client-facing and internal communication skills
• Excellent listing, verbal, and written communication skills
• Excellent customer service ability that results in trust and long-standing relationships with our customers
• Excellent attention to detail, strong investigative skills, and exceptional analytical skills

Experience & Education:

• Proven work experience as an Onboarding Specialist or similar role, – insurance and or merchant services experience is preferred
• Payments industry experience not required, but a major plus
• Bachelor’s Degree in Business, Project Management or related degree, or equivalent experience

Desired Traits:

• Growth Mindset, Problem Solver, Demonstrates Ethical Behavior, Leverages Resources, Strong Drive, True Team Player, Supportive & Adaptable to Change, Commitment to Personal & Professional Development, Strong customer service focus.
• Be part of a team devoted to elevating, innovating and growing. We value beauty, agility, expertise, greatness and unity.