<h3>Job Description</h3>
Job Description
We are seeking a detail-oriented professional to support the onboarding and servicing of mortgage loans. This role requires a strong understanding of mortgage documentation, accurate data entry, payment application, and quality control review to ensure loans are set up and maintained with precision and compliance.
Key Responsibilities:
<ul>
<li>Review and enter data from mortgage documents to onboard new loans accurately and on time.</li>
<li>Ensure all required documents are received, properly labeled, and attached to loan files.</li>
<li>Process loan funding, including payment application, trust ledger setup, and escrow analysis.</li>
<li>Reconcile incoming title checks and wires, and apply payments accurately.</li>
<li>Conduct quality control reviews to verify accuracy of loan setup, funding details, and document filing.</li>
<li>Identify and resolve discrepancies or compliance issues in loan data and documentation.</li>
<li>Complete QC checklists and ensure all documentation meets servicing standards.</li>
<li>Communicate with clients to obtain missing documents and respond to inquiries promptly.</li>
<li>Send Welcome Letters and setup documents to borrowers and lenders.</li>
</ul>
Requirements:
<ul>
<li>Strong knowledge of mortgage loan documents and their structure.</li>
<li>High level of accuracy in data entry and financial recordkeeping.</li>
<li>Experience with payment application and escrow analysis.</li>
<li>Ability to manage multiple tasks in a fast-paced, deadline-driven environment.</li>
<li>Excellent communication, follow-up, and organizational skills.</li>
<li>Commitment to confidentiality and professionalism in all interactions.</li>
</ul>

Loan Servicing Onboarding & QC Specialist

<h3>Job Description</h3>
Who We Are:
TrustedTech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Our robust team of in-house, U.S-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program.
 
Prioritizing a people-centric mission, TrustedTech has transformed the Microsoft software licensing experience, giving IT professionals complete confidence in the success of their Microsoft investment.
 
 
Overview:
We are seeking a dedicated and proactive Customer Onboarding &amp; Renewal Specialist to join our Account Management team. This individual will be the primary point of contact for new customers, guiding them through a seamless and successful onboarding experience. Additionally, this role is responsible for ensuring high customer retention by proactively managing the annual subscription renewal process. The ideal candidate is a highly organized, client-focused professional with exceptional communication skills and a passion for building lasting customer relationships.
 
 
Responsibilities:
Customer Onboarding:
<ul>
<li>Serve as the project lead for all new customer implementations, managing the end-to-end onboarding process from initial kickoff to successful go-live.</li>
<li>Collaborate with sales, product, and support teams to ensure a smooth transition and setup for new clients.</li>
<li>Conduct personalized training sessions and product walkthroughs to empower customers and drive platform adoption.</li>
<li>Monitor key performance indicators (KPIs) during the onboarding phase to identify and address potential issues early.</li>
</ul>
 
Subscription Renewals:
<ul>
<li>Proactively manage a portfolio of customer accounts to ensure timely and successful annual subscription renewals.</li>
<li>Communicate renewal timelines and terms to customers well in advance of their renewal date.</li>
<li>Identify potential at-risk accounts and work with the Account Manager to develop and execute a retention strategy.</li>
<li>Document all renewal activities and updates in the CRM system to ensure accurate reporting and forecasting.</li>
</ul>
 
Relationship Management:
<ul>
<li>Build and maintain strong, trust-based relationships with key customer stakeholders.</li>
<li>Act as a customer advocate, communicating their feedback and needs to internal teams to drive product and service improvements.</li>
<li>Identify opportunities for account expansion and collaborate with the Account Manager to explore new opportunities.</li>
</ul>
 
 
Required Skills &amp; Qualifications (must-haves):
<ul>
<li>Experience in Client-Facing Roles: 2–4 years of experience in Account Management, Customer Success, or a similar client-facing position, preferably in a B2B SaaS or technology environment.</li>
<li>Onboarding &amp; Implementation Expertise: Proven ability to manage project-based work, including customer onboarding, implementation, or training, with a track record of driving customer adoption and satisfaction.</li>
<li>Renewal &amp; Retention Skills: Demonstrated success in managing subscription renewals, mitigating churn risks, and executing proactive retention strategies.</li>
<li>Communication &amp; Relationship Building: Exceptional verbal and written communication skills, with the ability to build trust, influence stakeholders, and simplify complex concepts for customers.</li>
<li>Organizational Agility: Strong multitasking and prioritization skills with the capacity to manage a high volume of accounts while ensuring quality customer experiences.</li>
<li>Problem-Solving Mindset: Proactive, solutions-oriented approach with the ability to identify risks early and implement effective resolutions.</li>
<li>Technical Proficiency: Familiarity with CRM platforms (e.g., Salesforce, HubSpot) and project management or collaboration tools to streamline workflows and reporting.</li>
</ul>
 
 
Preferred Skills&amp; Qualifications (nice-to-haves):
<ul>
<li>Experience working in SaaS, cloud solutions, or IT services with a deep understanding of subscription-based business models.</li>
<li>Comfort in leading customer training sessions, product demos, or workshops that accelerate adoption and strengthen engagement.</li>
<li>Background in working closely with Sales, Product, and Support teams to drive alignment and customer outcomes.</li>
<li>Ability to identify opportunities to refine onboarding or renewal workflows and contribute to continuous improvement initiatives.</li>
<li>Proficiency in leveraging data and customer health metrics to forecast renewals, identify at-risk accounts, and support expansion opportunities.</li>
</ul>
 
 
Benefits:
100% HMO Healthcare Coverage (CA employees only)
PPO Healthcare Coverage
Vision and Dental Insurance
401(k) plan with a 4% match by TT
PTO + sick pay + paid holidays
Pet Insurance
Paid Parental Leave
Microsoft Reimbursement Program
Base Salary: $70K (projected OTE: $77K)
 
 
 
 
*TrustedTech is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation/gender identity, or any other characteristic protected by applicable law.*

Customer Onboarding & Renewal Specialist

<h3>Job Description</h3>
Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at <a href="https://www.prosperitybankusa.com/Careers" target="_blank">https://www.prosperitybankusa.com/Careers</a>. Applying through any other source may prevent Prosperity from receiving your application. 
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. 
POSITION PURPOSE
To review, process and on-board commercial purpose loans, i.e.: commercial real estate, commercial &amp; industrial, oil &amp; gas, agriculture, and SBA and consumer mortgage.
<ul>
<li>Identifies, analyzes, and evaluates loan risks for loan documentation. </li>
<li>Trains, coaches, motivates, and promotes teamwork among a staff of on-boarding post-close processing teams.</li>
<li>Makes decisions within delegated authority from senior management team within Loan Operations</li>
<li>Leads by example.</li>
</ul>
SUPERVISORY RESPONSIBILITIES:
<ul>
<li>Trains new staff and provides assistance to current staff of commercial and consumer post-close processing team with complex loans and problem resolution.</li>
<li>Handles escalated complaints and provides problem resolution.</li>
<li>Manages daily workflow to ensure compliance with regulations and good customer service.</li>
</ul>
PERFORMANCE MEASUREMENTS
<ol>
<li>Loans are reviewed and approved in accordance with applicable legal, regulatory, and loan policy requirements and with established policies and procedures. </li>
<li>Professional business relations exist with Bank personnel. Assistance is provided as needed. </li>
<li>Required documentation is complete and accurate.</li>
<li>Maintains service level agreements.</li>
<li>Management is appropriately informed of area activities. Reports are complete and timely. </li>
</ol>
QUALIFICATIONS
EDUCATION/CERTIFICATION: High School graduate or equivalent; associate or bachelor’s degree is preferred.
REQUIRED KNOWLEDGE: Loan Document &amp; C &amp; I, Commercial and Consumer Real Estate Documentation.
EXPERIENCE REQUIRED: Time Management Skills a mustPrior experience in a financial institution helpful
HIRING RANGE GUIDANCE: Senior processor: Leadership experience in credit, loan servicing or administration operations covering 5+ years or technical expertise encompassing 7+ years or 10+ years’ experience in loan covenant perfection, borrowing base calculations, DTI and LVT ratio calculations with an emphasis of complex commercial and industrial documentation.
 Hours: Monday - Friday 8:00AM - 5:00PM. 40 hours per week.

Senior Loan On-Boarding Specialist (Full Time)

<h3>Job Description</h3>
Job Description
Customer Onboarding Specialist Coppell, TX
Bachelors degree in human resources, Business Administration, or related field (or equivalent experience)., strong organizational and communication skills.
 If you post this job on a job board, please do not use company name or salary.
 Experience level: Associate Experience required: 3 Years Education level: Bachelors degree Job function: Customer Service Industry: Accounting Pay rate : View hourly payrate Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Start date - 12/1 or 12/8 
Contract Duration: 3 to 4 Months
This role focuses on helping new professional tax preparer clients successfully set up and use the TaxAct software suite. 
Responsibilities:
Guiding customers through initial setup and software installation.
Assisting with account creation and EFIN (Electronic Filing Identification Number) documentation uploads.
Supporting data migration from previous software providers.
Providing a positive initial experience to foster long-term customer retention.
Serving as the primary point of contact during the initial post-purchase phase.
Communicating via phone, email, and web-based tools to provide resources and documentation. 
Responsibilities:
Coordinating pre-employment paperwork and benefits enrollment.
Managing training schedules for new hires.
Ensuring compliance with company policies.
Fostering a welcoming internal environment and smooth start for new employees. 
Employees in this type of role generally need a bachelor's degree in a related field like Human Resources or Business Administration, along with must have strong organizational and communication skills.

Customer Onboarding Specialist Coppell, TX

<h3>Job Description</h3>
Job Description
Vendor Onboarding &amp; Screening Specialist&nbsp;
Location:&nbsp;***Must reside in one of these locations:&nbsp;Raleigh, NC; Boston, MA; Charlotte, NC; Jacksonville, FL; Dallas, TX; Houston, TX; Austin, TX; Chicago, IL; Atlanta, GA; Washington, DC; Orlando, FL; San Francisco, CA; Los Angeles, CA; Seattle, WA; New York, NY; Salt Lake City, UT
Pay:&nbsp;$28–$30/hour
Contract Length:&nbsp;6–8 months
Schedule:&nbsp;Full-time, 8:30 AM – 5:30 PM CST/MST (hybrid in-office 2–3 days per week)
Our client is a privately owned global real estate investment, development and management firm, founded in 1957, with a presence in 395 cities in 30 countries and $95.70 billion of investment assets under Management.
Role Overview
The&nbsp;Vendor Onboarding &amp; Screening Specialist&nbsp;will support vendor onboarding in Coupa and conduct applicable supplier screens (W-9, COI, OFAC, etc) either manually or through Achilles Group (formerly GRMS), our third party screening partner. This role is highly detail-oriented, requiring strong communication skills and the ability to manage sensitive information with discretion.
Key Responsibilities
Coupa Support
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Review and clarify information in vendor onboarding and screening requests submitted by employees.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Approve or reject requests based on screening results.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Provide assistance to employees and vendors with onboarding questions or issues.
Supplier Screening Support
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Validate W-9s and confirm COI (Certificate of Insurance) compliance with individual property requirements.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Conduct OFAC searches and submit other vendor screening requests in Veritas.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assist vendors with questions regarding Veritas (Achilles Group) enrollments and waiver requests.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain logs of manual screens; request renewal COIs or updated W-9s, and review exceptions quarterly.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Notify property/account teams of screening outcomes and track remediation for failed screens.
Other Duties
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Monitor the supplier screening team’s shared mailbox, resolving or escalating requests as needed.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Track and report on complex support requests or projects.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Participate in bi-weekly Supplier Screening “Office Hours” to provide live support.
Qualifications &amp; Experience
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2–5 years of experience handling supplier onboarding and/or screening or working in an insurance compliance (COI validation) role.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prior experience supporting customer/vendor issue resolution and/or managing a vendor database strongly preferred.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Familiarity with Coupa’s SIM module (or similar vendor onboarding platforms).
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Must have worked a role that required strong attention to detail and organizational skills.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Must have excellent written communication; specifically email and chat etiquette.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience handling highly confidential and sensitive information. Professional discretion when handling sensitive data.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience to analyze written data and communicate it to others – experience to look at information and check for accuracy
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strong organizational and multitasking skills with attention to deadlines.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Proficiency in Microsoft Outlook; Smartsheet familiarity a plus.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Flexibility to support CST/MST business hours (adjustments may be required for West Coast candidates).
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Bonus: Experience with GRMS/Veritas
 
 
TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Vendor Onboarding & Screening Specialist

<h3>Job Description</h3>
Job Description
We are a large corporation that offers growth and promotable opportunities. This position is open due to a promotion and we are looking to hire the right person asap. Full benefits and 401K and the ability to grow with a great company. If interested please submit your resume for consideration.
Onboarding Specialist
The onboarding specialist’s main task is to create and maintain customer /vendor profiles for the organization.
Schedule- is Monday -Friday 8:00AM -5:00PM CST on site
Daily tasks:
Creating new customer /vendor requests daily
Completing change requests to existing customer /vendor profiles
Creating additional customer profiles as requested
Special projects:
Collecting sales certificates from existing customer through campaigns and uploading to third party sites
Skills/experience that may be transferable:
Candidates with inside sales experience
Candidates with data entry experience
Additional experience/skills plus:
Familiarity with JD Edwards software
Familiarity with Avalara tax software
Familiarity of Resale certificates
If you had additional experience with Inside Sales or any type of onboarding would be a plus.
We provide equal employment opportunity to all qualified employees and applicants for employment without regard to race, color, ancestry, national origin, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other category protected by law
Company DescriptionBIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume. 
<h3>Company Description</h3>
BIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.

Customer Account Onboarding Specialist

<h3>Job Description</h3>
Job Description
Compensation:&nbsp;$70,000-$80,000 annually Monday through Friday Location: West Odessa off I-20 Join the premier oilfield services company in Midland/Odessa-- Rolfson Oil LLC. Put your expertise to work&nbsp; onboarding&nbsp;new hires for fuel, oils and lubricants, rentals, propane, mechanics, tanks, and facilities positions. Separate departments for recruiting, payroll, and benefits. Don't wait, apply today! Benefits and Perks:
<ul>
<li>Medical, Dental, and Vision health insurance elections</li>
<li>Voluntary STD, Life, hospital, identity theft, and accident&nbsp;coverage</li>
<li>401K with 4% company match</li>
<li>Basic Life Insurance, Long Term Disability Insurance, and AD&amp;D Insurance offered at no cost</li>
<li>Weekly Pay</li>
<li>Direct Deposit or Pay Card</li>
<li>Online pay stub access</li>
<li>24-7 office support</li>
</ul>
Responsibilities:
<ul>
<li>Onboard new hires</li>
<li>Coordinate drug testing</li>
<li>Add employees to company systems</li>
<li>Facilitate online trainings</li>
<li>I-9 documentation</li>
<li>Schedule off site safety training</li>
<li>Track and submit training hours</li>
<li>Keep inventory, order, and issue PPE</li>
<li>Update and maintain tracking spreadsheets</li>
<li>Other duties and projects as assigned</li>
</ul>
Requirements:
<ul>
<li>Must have strong communication skills</li>
<li>Be organized and&nbsp;detail oriented</li>
<li>Strength in professionalism and customer service</li>
<li>Ability to work with minimal mistakes in a&nbsp;fast paced environment</li>
<li>Must be able to type and use Microsoft Office</li>
<li>Pass drug test and criminal background check</li>
<li>Onboarding experience preferred</li>
</ul>
Powered by JazzHR
hMLFblk4j0

15,558 Onboarding Specialist Jobs