Chief Client Onboarding Specialist
1 month ago
About MOVE Your Biz
MOVE Your Biz is a dynamic organization committed to providing exceptional services. Our team works together to deliver results-driven solutions that meet the needs of our clients.
Salary and Benefits
The successful candidate can expect a competitive salary range of $750-$850 per month, along with an additional allowance of $50 per month. This compensation package reflects our commitment to attracting and retaining top talent.
About the Role
We are seeking a skilled Chief Client Onboarding Specialist to join our team. This key position plays a vital role in ensuring seamless client onboarding processes. The ideal candidate will possess excellent organizational and communication skills, as well as experience in intake management or customer service roles.
Key Responsibilities
- Documentation Management:
- Accurately log into DocuSign to review and save credit authorizations and term sheets.
- Verify borrower information and request corrections when necessary.
- Prepare term sheets, obtain manager approval, and send finalized versions to borrowers or brokers.
- Scenario Evaluation & Approval:
- Conduct thorough sizing analyses to ensure scenarios meet approval criteria.
- Collaborate with internal teams to refine and obtain approvable scenarios before term sheet issuance.
- Email & Communication Management:
- Review daily email correspondence, ensuring timely and accurate responses.
- Maintain real-time communication with borrowers and brokers through email, calls, and texts.
- Provide updates and follow-ups on missing documents, appraisals, and other required information.
- Appraisal Coordination:
- Order appraisals and ensure documents are uploaded to the Appraisal Management Company (AMC) system.
- Follow up with borrowers or brokers if appraisal documentation is incomplete.
- General Support:
- Handle inbound calls, including borrower inquiries, and provide accurate information and assistance.
- Support the team with general administrative tasks as needed.
Requirements & Qualifications
- A minimum of 2-3 years of experience in an intake, customer service, or administrative role.
- Strong organizational and time-management skills.
- Excellent communication and interpersonal abilities.
- Proficiency in using DocuSign and cloud storage platforms.
- Familiarity with email management and real-time communication tools.
- Ability to handle sensitive information with confidentiality and professionalism.
- Working hours: Monday to Friday between 8:00 AM to 5 PM Central Standard Time (CST)
Preferred Qualifications
- Bachelors degree in Business, Finance, or a related field.
- Experience in loan processing or financial services.
- Knowledge of appraisal processes and document verification.
- Familiarity with CRM or intake management software.
Location
This role is only available to candidates from the Philippines and Kosovo.
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