Onboarding Specialist - RealINSIGHT Advisors

CWCapital • Dallas, TX

1d

About The Position

CWCapital ("CW") is a premier and unique, full- service commercial real estate solution provider. RealINSIGHT is CW's technology firm and maker of the industry leading CRE finance SaaS product. RealINSIGHT Advisors is RealINSIGHT's business-process-as-a-service company providing outsourced financial services to customers. We are a technology-driven primary servicer redefining how commercial mortgage and commercial loan servicing is delivered. Through automation, data intelligence, and a borrower-first philosophy, we partner with investors and clients to deliver seamless, compliant, and scalable servicing solutions. We move fast, think boldly, and put innovation at the center of everything we do.
As Onboarding Specialist, you will play a critical role in bringing in new clients, loan portfolios, and borrower accounts onto our servicing platform smoothly and efficiently. You will serve as the primary point of contact throughout the onboarding lifecycle - from initial data intake to system activation - ensuring a best-in-class experience that reflects our commitment to transparency, accuracy, and speed. This role sits at the intersection of client relations, operations, and technology, and is ideal for someone who thrives in a fast-paced, data-rich environment.

Requirements

• Strong understanding of commercial loan structures (CRE, C&I, construction, SBA, etc.).
• High attention to detail and strong analytical skills.
• Ability to interpret credit agreements, promissory notes, guarantees, and collateral documents.
• Demonstrated ability to independently manage full-cycle onboarding engagements with minimal oversight, including complex or high-volume portfolio transfers.
• Strong understanding of primary servicing operations including payment processing, escrow administration, investor reporting, and regulatory compliance.
• Proficiency working with loan-level data; experience with data validation, file mapping, or data migration required.
• Proven project management and organizational skills with the ability to manage multiple onboarding engagements simultaneously and prioritize effectively under tight deadlines.
• Strong written and verbal communication skills; comfortable leading client calls and presenting to cross-functional stakeholders.
• Analytical mindset with a keen attention to detail and a low tolerance for data errors.
• Comfort operating in a technology-forward environment with a track record of adopting and championing new tools and processes.
• Proficiency in Excel required; experience with SQL or data visualization tools strongly preferred.
• 3–5 years of experience in commercial mortgage or commercial loan servicing, with direct and hands-on exposure to loan boarding, servicing transfers, or operational onboarding required.
• Bachelor's degree in Business, Finance, or a related field preferred, or equivalent work experience.

Responsibilities

• Manage end-to-end onboarding of new clients and loan portfolios, coordinating across internal teams including technology, compliance, escrow, and customer service.
• Review executed loan documentation to confirm completeness, accuracy, and compliance with internal policies.
• Perform thorough quality checks on loan packages, ensuring all required signatures, exhibits, resolutions, and supporting items are included.
• Identify deficiencies or inconsistencies and coordinate with internal teams to resolve prior to booking.
• Ensure compliance with regulatory requirements, including KYC, OFAC, entity documentation, and beneficial ownership verification.
• Serve as the primary point of contact for clients during the onboarding process, providing clear timelines, proactive communication, and responsive support.
• Intake, validate, and map loan-level data from a variety of sources and formats, ensuring accuracy and completeness before system boarding.
• Partner with the technology and data teams to troubleshoot data exceptions, identify boarding discrepancies, and drive timely resolution.
• Conduct post-onboarding audits to verify that all accounts are boarded correctly and in compliance with investor, regulatory, and client requirements.
• Develop and maintain onboarding documentation, process guides, and client-facing materials to ensure a consistent and repeatable experience.
• Identify inefficiencies in the onboarding workflow and contribute ideas to improve automation, reduce boarding timelines, and minimize error rates.
• Track and report on onboarding KPIs such as boarding accuracy rates, time-to-live, and client satisfaction scores.
• Provide onboarding status updates to internal stakeholders and support teams.
• Respond to inquiries regarding loan setup, documentation, or system configuration.
• Stay current on regulatory requirements, GSE guidelines, and industry best practices as they relate to loan boarding and servicing transfers.
• Mentor junior onboarding team members and serve as a subject matter resource on complex boarding scenarios.

What This Job Offers

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