Insight Global - Schaumburg, IL
posted about 2 months ago
The Onboarding Specialist at Insight Global plays a crucial role in managing the onboarding process for new dealer and manufacturer credit line requests. This position is centered around engaging with prospects to gather necessary information and guiding them through the entire onboarding cycle, 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 this position, the Onboarding Specialist will be responsible for establishing effective communication with new clients, ensuring that all required documentation is collected and processed efficiently. The role requires a proactive approach to problem-solving and the ability to navigate complex customer needs. The Specialist will also be expected to collaborate with various internal teams to streamline the onboarding process and enhance customer satisfaction. Insight Global is committed to fostering a diverse and inclusive workplace where employees can express their authentic selves. The company is an equal opportunity/affirmative action employer, ensuring that all qualified candidates receive consideration for employment without discrimination based on various protected characteristics. The Onboarding Specialist will contribute to this mission by providing exceptional service to all clients, regardless of their background.