Onboarding Configuration Specialist I

Nelnet Servicing•Lincoln, NE

7d•Hybrid

About The Position

The Onboarding Configuration Specialist I is the primary point of contact for institutions onboarding one or more FACTS products or services. The role supports effective communication and onboarding, coordinates setup with clients and internal teams, and helps ensure a smooth transition from onboarding to ongoing support. It also includes configuring products, coordinating data exchanges, managing technical and operational onboarding activities, and delivering institution-specific training. The position offers a hybrid work option, with remote work for part of the week and in-office presence for collaboration. Candidates must already be authorized to work in the United States without current or future visa sponsorship. Compensation is $22.60–$25.00 per hour, depending on experience.

Requirements

Associate degree in a related field; a bachelor’s degree is preferred.
Three years of experience in product service or onboarding preferred.
Experience providing excellent client service.
Solid working knowledge of existing FACTS/NBS Financial and SIS products and applicable stand-alone products.
Ability to quickly grasp concepts and apply newly acquired product knowledge when working with institutions.
Strong written and verbal interpersonal and communication skills, including the ability to discuss sensitive issues constructively.
Detail-oriented with creative thinking skills.
Ability to work as a team player and establish good rapport with coworkers.
Excellent customer service skills, including friendliness, courtesy, helpfulness, and patience; ability to instruct users in computer applications and services.
Strong prioritization, organization, and time management skills.
Strong computer skills, including experience with Microsoft Office applications, Web Forms, and the Internet.
Ability to handle stressful situations and meet deadlines.
Positive, self-directed attitude and initiative to complete tasks and objectives without supervision.
Ability to work in a fast-paced environment and adapt to change.
Ability to manage workload, proactively request additional resources as needed, and prioritize direction from multiple sources.
Must be authorized to work in the United States without current or future sponsorship.

Nice To Haves

Bachelor’s degree.
Three years of experience in product service or onboarding.

Responsibilities

Support institutions implementing one or more FACTS products or services as part of the Onboarding Team.
Contact institutions to establish onboarding timelines and expectations.
Collaborate with FACTS Operations and Sales associates to improve customer experience and satisfaction.
Verify and/or complete the Onboarding Checklist.
Set up and configure FACTS products handled by the FACTS Onboarding Team.
Coordinate data exchanges with clients and their information systems.
Work with other FACTS Operations teams, such as Account Management, to ensure a smooth transition from onboarding.
Establish and maintain a training program for client institutions, including customized curriculum and training sessions.
Conduct online training for new institutions and new contacts at existing institutions on the products being implemented.
Contribute to documentation and training materials by providing customer-request input, developing or maintaining materials, and researching new ways to present materials to clients.
Provide ideas and analysis for improvements to existing processes and product features.
Answer product-specific questions or locate appropriate resources, including for FACTS Financial System, stand-alone products, partner companies, FACTS SIS, and integrations.
Manage the technical and operational aspects of NBS product onboarding.
Provide monthly activity reports to the Team Leader.
Provide phone support and backup for FACTS Operations areas as needed.
Maintain institution tracking in CRM and other internal systems required for auditing.