Enrollment Specialist (Merchant Services)

Offered By CDE

The Enrollment Specialist is responsible for accurately completing, reviewing, and submitting merchant applications for payment processing services. This role serves as a critical link between sales, underwriting, and operations, ensuring that merchant accounts are onboarded efficiently, compliantly, and with a high level of attention to detail.

Company Background

Since 1989, CDE Services has provided innovative Point of Sale (POS) support and processing solutions to electronic payment providers and their merchants. In 2014, the Company began to offer a quick and easy solution to small bodegas, grocery, and convenience stores for EBT/SNAP payment processing. CDE established itself as an industry leader early on by providing a high-quality service and simple implementation, combined with a flat monthly price. Understanding market challenges led us to focus on investing in new processes and technologies. CDE began providing an upgraded payment solution allowing our merchants the ability to accept additional/new payment technologies. CDE now processes more than 12 different payment methods in a single device. By investing in new proprietary payment applications and adding expert payment talent, we continue to improve our payment solutions for new emerging markets. CDE has positioned itself as a solid leader in the industry with significant growth opportunities. As a fast-growing technology company, we continuously push ourselves to develop and implement innovative payment processing and delivery solutions. We are looking for hard-working, team-oriented candidates interested in entering the exciting FinTech space who can thrive in our dynamic environment.

Inside Sales Department, Primary Duties and Responsibilities

  • Complete and submit merchant applications for payment processing services based on information provided by sales teams and merchants
  • Review applications for accuracy, completeness, and compliance with underwriting and regulatory requirements
  • Collect, verify, and organize required documentation (e.g., bank statements, IDs, voided checks, business formation documents)
  • Communicate with merchants and internal teams to resolve missing or incorrect information
  • Coordinate with underwriting and processing partners to facilitate approvals and activations
  • Maintain accurate records of application status in CRM or enrollment systems
  • Ensure adherence to company policies, PCI compliance standards, and applicable regulations
  • Meet daily and weekly enrollment volume and turnaround time targets
  • Identify recurring issues in applications and recommend process improvements

Qualifications & Skills

  • High school diploma or equivalent required; associate’s or bachelor’s degree preferred
  • 1+ year of experience in merchant services, payment processing, financial services, or account onboarding (preferred)
  • Strong attention to detail and accuracy in data entry
  • Ability to manage multiple applications simultaneously in a fast-paced environment
  • Excellent written and verbal communication skills
  • Comfortable working with CRM systems, document management tools, and online portals
  • Basic understanding of payment processing concepts (e.g., underwriting, risk, chargebacks) is a plus
  • Detail-oriented with strong organizational skills
  • Time management and ability to meet deadlines
  • Problem-solving and follow-up skills
  • Customer-focused mindset
  • Ability to handle sensitive financial and personal information confidentially
  • Office-based, hybrid, or remote (depending on company structure)
  • Standard business hours; occasional overtime may be required during high-volume periods

Benefits (applicable for FT and/or PT eligible employees)

Family-oriented and professional development environment offering:

  • 100% Medical insurance coverage for employees
  • Dental, Vision, Flexible Spending Accounts (FSA), and Health Savings Accounts (HSA)
  • Life Insurance
  • Short-Term Disability
  • 401K
  • On site gym with personal trainer on staff

Proposed Hours + Travel

  • Office-based
  • Standard business hours; occasional overtime may be required during high-volume periods

Disclaimer

The duties and responsibilities listed above are subject to change and may not reflect all tasks required. You can expect that as CDE continues to grow and evolve due to changing market and regulatory demands, certain tasks may be re-distributed to concentrate skills. Any change in duties and responsibilities will be discussed with you in advance.

 

CDE is an equal opportunity employer.

 

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