Client Onboarding Specialist
1 week ago
About 700Credit
700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive sector. As the largest provider in the field, we are passionate about innovation, growth, and delivering the best for our clients. 700Credit is the largest provider of credit and compliance solutions to the automotive industry today. 700Credit is a dynamic, exciting place to work. We hire exceptional people and every one of them is empowered to think independently, to take the initiative as an employee and to be innovative. We offer an excellent compensation/benefit package.
Summary
700Credit is looking for a reliable Client Onboarding Specialist to join the team in Southfield, MI. As a Client Onboarding Specialist, you will be responsible for ensuring that the company and its clients are in compliance with our vendor partners' requirements. The Client Onboarding Coordinator also helps onboard new customers, handles phone calls from customers and consumers, and handles customer case tracking. This role is essential to the continued success of 700Credit and will have a direct impact on achieving company goals.
Responsibilities
- Execute Seamless Client Onboarding: Collaborate with internal support personnel to coordinate and execute all aspects of new customer onboarding, ensuring a smooth and professional experience.
- Ensure Vendor Compliance: Maintain a deep understanding of vendor partner requirements to ensure full compliance with onboarding standards and contractual obligations.
- Facilitate Contract and Documentation Collection: Work closely with the sales team and new clients to gather necessary contracts, forms, and supporting documentation to initiate services efficiently.
- Maintain Customer Data Integrity: Set up new customers in internal systems accurately, including the entry and ongoing maintenance of product and pricing information.
- Support Compliance and Audit Readiness: Assist existing customers with ongoing compliance activities, including document management and preparation for vendor audits.
- Provide Responsive Customer Service: Collaborate with the customer support team to handle inbound service inquiries, ensuring timely and effective resolution of client issues.
Experience, Skills, and Knowledge
- 2+ years of experience in customer support, sales support, mortgage processing, or similar position strongly preferred
- Highly organized and high attention to detail
- Excellent communication and customer service skills
- Highly accountable, flexible, and effective under pressure in a fast-paced environment.
- Proven ability to multitask
- Effective problem-solving skills
- Strong ability to work well in a team environment
- Proficiency in Microsoft Office suite
- Salesforce CRM experience a plus
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