Merchant Portfolio Analyst (MPA)
Core
Primary escalation point for clients in assigned portfolios, identifying, analyzing, and resolving client issues while expanding awareness of self-servicing options to deepen relationships and optimize the client experience.
Role type
Senior IC merchant portfolio analyst (multi-platform support)
Builds
Client retention and optimized client experience across 5-10 processing platforms
Domain
Financial services / Merchant acquiring
Deliverable
client delivery
Required skills
Issue resolution, Business acumen, Platform knowledge, Technical skills, Adaptability, Prioritization, Data management
Preferred skills
Negotiation, Industry knowledge, Account management
Technologies
POS systems, gateways, authorization platforms, settlement platforms, reporting tools
Responsibilities
Handle billing and invoices, manage boarding processes (new location setup, entitlement changes), process transaction authorizations, resolve chargebacks, manage collections and escrow, troubleshoot production issues (auth/funding/reporting/network), and generate reports
Seniority
Mid-level, hands-on IC