Onboarding Lead - CRE Tech & Client Experience

RealINSIGHT; Irving (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) plan contributions

Bonuses and overtime opportunities

Equal opportunity employer

Job summary

A leading technology firm in Texas is looking for an Onboarding Specialist to streamline the onboarding process of new clients and loan portfolios. You will coordinate with multiple teams and ensure compliance while maintaining high standards of transparency and accuracy. Candidates should have a solid grasp of commercial loan structures and excellent project management abilities. This role supports a fast-paced environment while emphasizing analytical skills and technology adoption.

Qualifications

• Strong understanding of commercial loan structures such as CRE and SBA.
• Ability to interpret credit agreements and collateral documents.
• Experience managing full-cycle onboarding engagements independently.

Responsibilities

• Manage end-to-end onboarding of new clients and loan portfolios.
• Ensure compliance with regulatory requirements during the onboarding process.
• Conduct post-onboarding audits to confirm correct account boarding.

Skills

Commercial loan structures understanding

Attention to detail

Analytical skills

Project management

Communication skills

Proficiency in Excel

Education

Bachelor's degree in Business or Finance

3–5 years of experience in commercial mortgage servicing

Tools

SQL

Data visualization tools

Job description

A leading technology firm in Texas is looking for an Onboarding Specialist to streamline the onboarding process of new clients and loan portfolios. You will coordinate with multiple teams and ensure compliance while maintaining high standards of transparency and accuracy. Candidates should have a solid grasp of commercial loan structures and excellent project management abilities. This role supports a fast-paced environment while emphasizing analytical skills and technology adoption.