Onboarding Operations Analyst

Credit Union Leasing of America (CULA) • Addison, TX

5h • Onsite

About The Position

Founded in 2020, Covered Holdings offers financing solutions that leverage the
company's proprietary credit originations and servicing platform with a unique
focus on the needs of non-prime Americans. Their patient financing product,
Covered Care, helps healthcare providers care for patients who otherwise would
have been declined for traditional credit. Their proprietary financing platform
can underwrite and approve patients at every credit level – from prime to
non-prime – with affordable rates and terms. This flexibility allows healthcare
providers to care for more patients without taking on any risk

The successful candidate will have had prior experience with review, onboarding
and configuring the activation of new merchants/providers. This role involves
collaborating with various teams, managing documentation, and ensuring a high
level of customer experience and attention to detail. The ideal candidate will
possess strong communication and organizational skills.

Requirements

• Demonstrates a strong client orientation.
• Is an effective problem solver
• Ability to work with autonomy.
• Ability to work under pressure.
• Problem-solving skills
• Conflict-resolution skills
• Bachelor’s degree or international equivalent (preferably in business, economics, finance, or management).

Responsibilities

• This position works directly with merchants, sales representatives, IT group, and Compliance to facilitate smooth merchant onboarding
• Conduct intake calls to understand merchant’s brand and it’s fit with Covered
• Collaborate with sales team to secure proper documentation needed for merchant onboarding
• Review and verify application items and provide recommendations or items of concern in a timely manner and submit to leadership for approval decisions
• Accurately perform the merchant setup process to ensure proper settings for each merchant
• Expert knowledge of product/program terms to properly communicate when necessary
• Expert knowledge of merchant settings so all merchants are launched in an “optimized” manner
• Ability to identify, outline and execute process improvements to increase onboarding efficiencies
• Responsible for training new merchants on the platform and our guidelines.
• Responsible for any technical questions as part of the onboarding process
• Other duties as needed.

Benefits

• Medical, Dental, and Vision benefits
• Life Insurance and Long-term disability plans
• Flexible Spending Account
• 401K matching
• Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
• Wellness Programs
• Career Path Opportunities
• Discounts on Parks, Museums, Movie Tickets, and Attractions
• Paid Vacations Days
• Paid Sick days
• Paid holidays
• Rental Car Discounts, Dell Member Purchase Program
• UKG Wallet

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level