Insight Global - Schaumburg, IL
posted about 2 months ago
The Onboarding Specialist plays a crucial role in managing the onboarding process for new dealer and manufacturer credit line requests. This position is primarily focused on contacting prospects to gather the necessary information and guiding them through the entire onboarding cycle, which spans from application to activation. The Specialist must have a comprehensive understanding of the applicant's organizational structure, file UCCs, and administer system-generated loan documentation. A key aspect of this role is to ensure a satisfactory experience for applicants and customers while maintaining the accuracy of data in TCFIF's system of record. In addition to the technical aspects of the onboarding process, the Onboarding Specialist is expected to foster a positive relationship with clients, ensuring that their needs are met and that they feel supported throughout the onboarding journey. This involves effective communication, problem-solving, and a keen attention to detail to ensure that all documentation is completed accurately and efficiently. The Specialist will also be responsible for following up with applicants to address any questions or concerns they may have, thereby enhancing the overall customer experience. The company prides itself on creating a diverse and inclusive work environment where all employees can bring their authentic selves to work. As an equal opportunity/affirmative action employer, Insight Global is committed to considering qualified candidates for employment without regard to various protected characteristics. This commitment extends to providing reasonable accommodations for individuals with disabilities during the application and recruiting process.