Client Onboarding Specialist

Renasant Bank•New Orleans, LA

3d•$50,000 - $65,000•Onsite

About The Position

This position serves Republic Business Credit, a subsidiary of Renasant Bank. The Client Onboarding Specialist will support activities to assess and bring new clients to funding in compliance with the Credit Policy. This position will primarily support the Client Acquisition, Client Services, Legal, and Underwriting teams across its suite of products, including factoring, traditional factoring, and asset-based lending. This position will own and manage the end-to-end client onboarding process. This individual will be expected to proactively learn, engage and develop meaningful awareness of the commercial finance industry. The Client Onboarding Specialist will represent Republic both internally and to the external marketplace with professionalism and excellent communication skills throughout the client lifecycle.

Requirements

Bachelor’s degree required
2 years job related experience
Strong problem-solving skills
Ability to critically think and evaluate solutions to complex problems
Strong communication skills
Ability to seek and gather information from a variety of sources
Accurate and thorough in all work duties
Ability to work independently while collaborating in a team environment
Ability to meet deadlines and manage expectations
Competency in Microsoft Office (particularly Word and Excel) and Google (Google Mail, Google Docs/Sheets and Google Drive)
Ability to travel, including overnight

Responsibilities

Maintain and uphold the highest standards of customer service throughout the onboarding process
Establish and maintain a professional and efficient relationship with allocated customers and internal stakeholders which includes contacting the customer or customer’s representative to obtain additional information or explanation details throughout the underwriting and funding process while coordinating with the Factoring Team Lead, Underwriting Manager, Portfolio Manager, and Legal Manager
Review documentation including bank statements, KYC documentation, lien searches and ensures all files are kept up to date
Provide and update lists of required documentation from prospective clients while escalating any discrepancies, concerns or unusual activity to management
Ensure customer information is input into the system efficiently and with accuracy, with all required checks processed and invoices uploaded prior to cut-off times
Achieve targets and deadlines through effective planning, organization and management of the take on process
Ensure appropriate practices and procedures are followed to uphold standards within the portfolio
Review and propose appropriate credit control systems, best practices, and processes
Support the SVP Team Lead and Underwriting in all aspects of the underwriting process
Represent the interests of the company internally and externally
Perform other related duties as assigned