Customer Onboarding Specialist

Reprise Financial; Dallas (TX); Remote; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial company as a Customer Onboarding Specialist, where you will expedite loan applications and ensure customer satisfaction. This fully remote role offers competitive pay, benefits, and the opportunity to make a meaningful impact in a dynamic environment.

Benefits

Medical, dental, vision

401(k) with Safe Harbor Match

Paid time off

Paid Parental Leave

Tech tools for productivity

Qualifications

• Two or more years of funding, loan verification, or underwriting experience.

Responsibilities

• Conduct timely and accurate review of loan stipulations.
• Engage with customers using proper phone etiquette.
• Verify identity and analyze proof of income.

Skills

Bilingual (English/Spanish)

Communication

Customer Service

Problem-Solving

Education

High School Diploma or GED

Job description

4 days ago Be among the first 25 applicants

This range is provided by Reprise Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$20.00/hr - $22.00/hr

Reprise Financial is on a mission to simplify the financial journey for our customers, making personal loans accessible and transparent. We leverage technology and a customer-first approach to provide fast, reliable personal loans of up to $25,000, ensuring our clients receive the support they need without hidden fees or complex terms. Our commitment to integrity and clarity fosters trust and empowers individuals to take control of their finances.

At Reprise Financial, we foster a workplace built on innovation, collaboration, and kindness. Our mission to simplify the financial journey for our customers inspires us to exceed expectations and make a meaningful impact.

We provide the tools, resources, and support for employees to thrive in a dynamic, customer-focused environment. Transparency, continuous improvement, and open communication drive our culture of trust and excellence, where new ideas are valued, and growth is encouraged.

Join Reprise Financial and be part of a team where your contributions are recognized, and you have the opportunity to innovate, grow, and make a positive difference.

About The Role

As a Customer Onboarding Specialist, you will expedite the final stages of customer loan applications. This includes detailed verification of loan documents, clearing final stipulations before funding, and discussing loan offers with customers to ensure they are placed in the right products. You will work directly with the Customer Onboarding Management team to provide process improvements and feedback, demonstrating the ability to thrive in our fast-paced, growing department.

Key Responsibilities

• Conduct timely and accurate review of loan stipulations to ensure funding meets or exceeds expectations and service standards.
• Recognize and effectively communicate consumer loan products to help customers make informed decisions.
• Engage with customers using proper phone etiquette, making a positive first impression of Reprise Financial.
• Develop an in-depth understanding of the verification process.
• Identify opportunities to increase verification process efficiencies.
• Verify identity, address, social security number, employment, auto insurance, vehicle value, lien and title, analyze proof of income, and review loan documents for accuracy and completeness.
• Identify, investigate, and escalate potential fraud risks.
• Provide exceptional service through daily interactions with internal and external customers, including written and verbal communication with Analysts, Outbound Sales, Underwriting, and Management.
• Maintain thorough knowledge of company policies, procedures, and relevant laws.
• Perform all other duties as assigned.

Skills, Knowledge, And Expertise

• High School Diploma or GED
• Two or more years of funding, loan verification, or underwriting experience.
• Bilingual (English/Spanish) desirable.
• Excellent communication and customer service skills.
• Passionate about delivering top-notch service.
• Ability to work independently and in teams.
• Problem-solving skills and ability to identify opportunities for customer success.

Location

This position is fully remote, allowing you to work from anywhere. You may visit our office in Irving, TX, at your convenience. All team members must reside in approved locations by their start date.

Compensation

The hourly rate is $20-$22, depending on experience. The role is eligible for an annual bonus based on performance.

Benefits

• Medical, dental, vision, HSA contributions, and Employee Assistance Program.
• 401(k) with Safe Harbor Match.
• Paid time off, holidays, sick leave, and floating holidays.
• Paid Parental Leave.
• Competitive salary and bonuses.
• Tech tools for productivity.

Core Values

• Pursue Excellence
• Make a Meaningful Impact
• Innovate
• Champion the Customer
• Collaborate
• Lead with Kindness

Equal Employment Opportunity

We are committed to an inclusive community and are an Equal Opportunity Employer. We value diversity and do not discriminate based on protected characteristics.