Wholesale Payments Direct is looking for a proactive, detail-oriented Underwriting & Sales Support

Specialist to join our team. This is a high-energy, phone-heavy role that serves as the crucial bridge

between our merchants, sales representatives, and the underwriting team.

component of your daily responsibilities will involve making a high volume of outbound calls to

actively chase down, retrieve, and clarify missing information. If you thrive in a fast-paced environment,

love being on the phone, and enjoy supporting a sales team to push deals across the finish line, this role

is for you.

Responsibilities:
- Proactive Outreach: Make a high volume of daily phone calls to merchants, sales

representatives, and internal teams to gather missing documentation, clarify information, and

speed up the approval process.
- Sales Support: Act as a dedicated support resource for the sales team, helping them navigate

underwriting conditions to get their merchants boarded quickly.

gaps before submission.
- Document Analysis: Analyze financial documents, bank statements, tax documents,



and

processing history.
- Verification: Verify business information, ownership, and validity of supporting legal documents.

requirements, and guidelines.

statuses clearly and efficiently to sales, onboarding, and internal teams.

statuses in our CRM (HubSpot) and underwriting systems.
- Goal Achievement: Meet daily and weekly outbound call and productivity goals while

maintaining a high level of accuracy.

Qualifications:
- Strong Phone Presence: Comfortable spending a significant portion of the day on the phone

with a professional, persuasive, and helpful demeanor.
- Communication Skills: Excellent written and verbal communication skills in English, with the

ability to clearly explain complex underwriting requests.
- Detail-Oriented & Analytical: Exceptional attention to detail and strong problem-solving skills to

catch discrepancies early.
- Fast-Paced Execution: Ability to priori

📌 Underwriting Specialist (México)
🏢 Wholesale Payments Direct
📍 México