Onboarding Specialist

Credit Human Federal Credit Union • San Antonio, TX

373d • $52,510 - $59,950

About The Position

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

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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
• Build mutually beneficial relationships with indirect lending dealers to expand and enhance our network of retailers
• 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

Benefits

• Insurance coverage
• College tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees