Onboarding Specialist - San Antonio, United States - Credit Human

Description

We are seeking an Onboarding Specialist for the Sustainable Home Lending Department.

Credit Human's mission is to help members create, build, and maintain financial slack and improve member's lives in the communities where they live. The mission of the Sustainable Home Lending Division enhances the Credit Human mission by helping our members live sustainably, financially, and environmentally, through improving the sustainability of the members' home. To achieve this objective the Onboarding Specialist must be able to effectively communicate and deliver on our service promise to provide members with an exceptional home improvement experience. The onboarding specialist, serving as the subject matter expert, must stay abreast of current industry news and information, including products offered by our competitors.

This role is accountable for developing trusting relationships by providing exemplary service to all stakeholders (members, indirect dealers, Credit Human employees, strategic partners) involved with the Home Improvement shopping and finance experience. Effective and verbal communication skills are vital components for the incumbent in this role.

If you have customer service and financial services experience, you should apply right away

Highlights:

• Increase efficiencies by decreasing rework and errors, gaining a clear understanding of the member's objective(s), performing quality control, monitoring and reporting trends, and providing timely feedback and training
• Analyze and assess financial and credit data per lending and regulatory guidelines
• Manage day-to-day operations while ensuring department goals and objectives are met
• Building mutually beneficial relationships with indirect lending dealers to expand and enhance our network of retailers will enable us to offer a wide variety of high-quality, service-oriented options that will enhance our member's shopping experience
• Increase lending program awareness and responsible utilization; execute continuous training and education for stakeholders (internal and external), develop innovative tools and solutions that add value to the program

Experience:

Required

• 2 - 4 years of Customer service experience
• 2 - 4 years of Customer Service experience handling heavy in/outbound calls and emails
• 2 - 4 years of consumer financial product knowledge and service experience

Preferred

• Lending and/or Financial Services experience
• Systems experience with Symitar and Meridian Link
• Some experience training others and presenting standardized material to stakeholders and customers
• Financial Institution experience
• Credit Underwriting or related experience
• Collections experience

Education:

Required

• High School Diploma or Equivalent

Preferred

• 2 years of college or related financial services experience

Skills & Knowledge:

Required

• Strong organizational skills
• Good technical skills
• Exceptional problem-solving skills
• Good presentation and public speaking skills
• Good listening skills
• Good verbal and written communication skills
• Proficient in Microsoft Office applications (Excel. Work, Access, PowerPoint, Outlook)
• Knowledge of consumer lending laws and regulations

Preferred

• General knowledge of Indirect Lending industry (home improvement, vehicles, and financing)

Schedule: Monday-Friday, 8:30 am-5:30 pm

Level of Work: 2A

Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

To get to know Credit Human and learn more about our benefits, visit our careers page at

Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)