Underwriting and Account Boarding Specialist II

Job Summary

Join us in continuing to transform payment processing!

Our employees take personal responsibility for ensuring our merchants and vendor partners have the tools and guidance they need to be successful. If you are driven to help us create next-generation payment solutions, eager to effect change, and passionate about providing excellent customer support, we want to talk to you!

We are looking for a motivated and organized Underwriting and Account Boarding Specialist II who will prescreen and process new customer applications for approval, review data, and contact sales agents to complete applications for submission and approval.

Duties And 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.

Requirements and Qualifications:

• High school diploma or equivalent, Associate’s or Bachelor’s Degree preferred
• 2 - 4 years of related experience in account underwriting
• Familiarity in the merchant processing industry with experience related to underwriting and account boarding preferred
• 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.

About Sola

Sola is a leading payments provider offering a full suite of merchant services, including payment processing, gateway solutions, and PayFac capabilities. With strong partnerships across key verticals and a deep integration with ISV platforms, we deliver innovative and scalable solutions that help businesses of all sizes manage their payments efficiently. Headquartered in New York, our company is known for its customer-first approach, cutting-edge technology, and commitment to driving seamless transactions.

Equal Employment Opportunity Policy

Sola provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.