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Credit Human
San Antonio, TX | Full Time
$60k-78k (estimate)
7 Months Ago
Onboarding Specialist
Credit Human San Antonio, TX
$60k-78k (estimate)
Full Time | Banking 7 Months Ago
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Credit Human is Hiring an Onboarding Specialist Near San Antonio, TX

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

If you have customer service and financial services experience, you should apply right away!

Highlights:

  • 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
  • Building mutually beneficial relationships with indirect lending dealers to expand and enhance our network of retailers will enable us to offer a wide variety of high-quality, service-oriented options that will enhance our member's shopping experience
  • 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

Experience:

Required

  • 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

Preferred

  • 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

Education:

Required

  • High School Diploma or Equivalent

Preferred

  • 2 years of college or related financial services experience

Skills & Knowledge:

Required

  • Strong organizational skills
  • Good technical skills
  • Exceptional problem-solving skills
  • Good presentation and public speaking skills
  • Good listening skills
  • Good verbal and written communication skills
  • Proficient in Microsoft Office applications (Excel. Work, Access, PowerPoint, Outlook)
  • Knowledge of consumer lending laws and regulations

Preferred

  • General knowledge of Indirect Lending industry (home improvement, vehicles, and financing)

Schedule: Monday-Friday, 8:30 am-5:30 pm

Level of Work: 2A

Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

To get to know Credit Human and learn more about our benefits, visit our careers page at www.credithuman.com/careers.

Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$60k-78k (estimate)

POST DATE

10/15/2023

EXPIRATION DATE

05/23/2024

WEBSITE

credithuman.com

HEADQUARTERS

SAN ANTONIO, TX

SIZE

500 - 1,000

FOUNDED

1935

CEO

RICHARD RODRIGUEZ

REVENUE

$50M - $200M

INDUSTRY

Banking

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About Credit Human

Chartered in 1935, Credit Human is a $2.9 billion federal credit union serving over 235,000 members across the United States. Headquartered in San Antonio, we are a not-for-profit, member-owned financial cooperative. Being member-owned means everything we do is in the best interest of our members, not shareholders. Were committed to helping members create and maintain financial slack so they can stress less and live more. With Credit Human, you get more than a job. You gain a career with competitive compensation, comprehensive benefits, and a clear sense of community and purpose. We are lookin...g for employees who want to make a difference in members lives and help build stronger communities free of financial stress. More
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If you are interested in becoming an Onboarding Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Onboarding Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Onboarding Specialist job description and responsibilities

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Detailing all new hires' initial tasks and answering any queries.

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They alaso ensure new hires have the necessary technical assistance to set up their hardware and software.

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Gathering and filing all paperwork related to new hires, including contracts and non-disclosure agreements.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Onboarding Specialist jobs

Seek Out Situational Adaptability.

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Assign a partner to the newly hire for the first 90 days.

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Customize onboarding for each new hire.

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Create a standard operating procedure.

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Arrange product and company demos and presentations.

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Step 3: View the best colleges and universities for Onboarding Specialist.

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