Job Details

SOUTHFIELD, MI

Description

The Client Onboarding Coordinator is 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.

Responsibilities

Work together with other support personnel to jointly execute the onboarding of new customers.
Understand the detailed requirements of all vendor partners, ensuring we are meeting all requirements.
Work with the sales team and customers to gather required contracts, information, and documentation.
Set up new customers in the system and maintain product and pricing information.
Assist existing customers with compliance requirements and auditing.
Work with team of customer support personnel to field in-bound customer service calls

Qualifications

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 the in Microsoft Office suite
Salesforce CRM experience a plus

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