Customer Onboarding Associate
- Execute Seamless Client Onboarding: Collaborate with internal support personnel to coordinate and execute all aspects of new customer onboarding, ensuring a smooth and professional experience.
- Ensure Vendor Compliance: Maintain a deep understanding of vendor partner requirements to ensure full compliance with onboarding standards and contractual obligations.
- Facilitate Contract and Documentation Collection: Work closely with the sales team and new clients to gather necessary contracts, forms, and supporting documentation to initiate services efficiently.
- Maintain Customer Data Integrity: Set up new customers in internal systems accurately, including the entry and ongoing maintenance of product and pricing information.
- Support Compliance and Audit Readiness: Assist existing customers with ongoing compliance activities, including document management and preparation for vendor audits.
- Provide Responsive Customer Service: Collaborate with the customer support team to handle inbound service inquiries, ensuring timely and effective resolution of client issues.
- 2+ years of experience in customer support, sales support, mortgage processing, or similar position strongly preferred
- Highly organized and high attention to detail
- Excellent communication and customer service skills
- Highly accountable, flexible, and effective under pressure in a fast-paced environment.
- Proven ability to multitask
- Effective problem-solving skills
- Strong ability to work well in a team environment
- Proficiency in Microsoft Office suite
- Salesforce CRM experience a plus
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