Review and validate legal fund-withholding requests
Process liens, levies, and garnishments
Communicate with merchants and agencies
Account Operations Advisors on the Liens & Levies team are responsible for reviewing, validating, and processing legal fund-withholding requests against merchant accounts
Job Summary
Account Operations Advisors on the Liens & Levies team are responsible for reviewing, validating, and processing legal fund-withholding requests against merchant accounts.
The role involves managing cases from intake to resolution, including validating legal notices, placing holds, communicating with merchants and agencies, and coordinating fund remittance.
This position requires precision, sound judgment, and the ability to communicate clearly and empathetically with customers during stressful situations.
Matching Summary
Account Operations Advisors on the Liens & Levies team are responsible for reviewing, validating, and processing legal fund-withholding requests against merchant accounts.
Skills & Requirements
Must-have
Review and validate legal fund-withholding requests
Process liens, levies, and garnishments
Communicate with merchants and agencies
Manage case queue within legal deadlines
Partner cross-functionally with internal teams
Nice-to-have
Empathy and clarity in customer communication
Identify workflow improvement opportunities
High sense of urgency and accountability
Key Requirements
3-5 years of experience in account operations or financial services
Bachelor's degree or higher
Familiarity with legal fund-withholding instruments