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Onboarding Coordinator

1 month ago

Orlando, Florida, United States Diverse Lynx Full time
Job Summary

This role involves coordinating document flow activities across multiple processes for all client products, both in physical and electronic formats. The successful candidate will support various onboarding functions, including contract review and processing, file room organization and maintenance, document receiving and organizing, and research in accordance with departmental service levels and in support of client strategic objectives.

Key Responsibilities
  • Supports leadership and associates to achieve the completion of daily end-to-end Onboarding processes from receipt of sales file at client's Consumer Finance through the confirmation of complete file by end Custodian.
  • Research and resolve document defects to promote securitization.
  • Maintain well-organized and efficient in-house file rooms, ensuring all document retention guidelines are adhered to.
  • Protects organization's value by keeping information confidential in accordance with client's PCI and PII guidelines.
Requirements
  • High School Diploma or equivalent degree. Some college preferred.
  • 2+ years' experience in a Finance or Title related field.
  • Experience in the travel or hospitality industry a plus.
Preferred Skills
  • Time management, problem-solving, decision-making, and ability to support changing priorities.
  • Able to meet deadlines and maintain poise under pressure.
  • Excellent organization skills and attention to detail.
  • Team player with a positive, professional attitude.
  • Ability to interact with all levels of management.
  • Excellent written and verbal communication skills.
  • Analytical mindset.
  • Ability to work in a fast-paced environment while handling multiple responsibilities.
Technical Skills
  • Advanced knowledge of Excel.
  • Proficient in MS Word, Outlook, Adobe, and Web-based programs.