Onboarding Specialist

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

CWCapital ("CW") is a premier and unique, full- service commercial real estate solution provider. RealINSIGHT is CW's technology firm and maker of the industry leading CRE finance SaaS product. RealINSIGHT Advisors is RealINSIGHT's business-process-as-a-service company providing outsourced financial services to customers. We are a technology-driven primary servicer redefining how commercial mortgage and commercial loan servicing is delivered. Through automation, data intelligence, and a borrower-first philosophy, we partner with investors and clients to deliver seamless, compliant, and scalable servicing solutions. We move fast, think boldly, and put innovation at the center of everything we do.

As Onboarding Specialist, you will play a critical role in bringing in new clients, loan portfolios, and borrower accounts onto our servicing platform smoothly and efficiently. You will serve as the primary point of contact throughout the onboarding lifecycle - from initial data intake to system activation - ensuring a best-in-class experience that reflects our commitment to transparency, accuracy, and speed. This role sits at the intersection of client relations, operations, and technology, and is ideal for someone who thrives in a fast-paced, data-rich environment.

Duties/Responsibilities

• Manage end-to-end onboarding of new clients and loan portfolios, coordinating across internal teams including technology, compliance, escrow, and customer service.
• Review executed loan documentation to confirm completeness, accuracy, and compliance with internal policies.
• Perform thorough quality checks on loan packages, ensuring all required signatures, exhibits, resolutions, and supporting items are included.
• Identify deficiencies or inconsistencies and coordinate with internal teams to resolve prior to booking.
• Ensure compliance with regulatory requirements, including KYC, OFAC, entity documentation, and beneficial ownership verification.
• Serve as the primary point of contact for clients during the onboarding process, providing clear timelines, proactive communication, and responsive support.
• Intake, validate, and map loan-level data from a variety of sources and formats, ensuring accuracy and completeness before system boarding.
• Partner with the technology and data teams to troubleshoot data exceptions, identify boarding discrepancies, and drive timely resolution.
• Conduct post-onboarding audits to verify that all accounts are boarded correctly and in compliance with investor, regulatory, and client requirements.
• Develop and maintain onboarding documentation, process guides, and client-facing materials to ensure a consistent and repeatable experience.
• Identify inefficiencies in the onboarding workflow and contribute ideas to improve automation, reduce boarding timelines, and minimize error rates.
• Track and report on onboarding KPIs such as boarding accuracy rates, time-to-live, and client satisfaction scores.
• Provide onboarding status updates to internal stakeholders and support teams.
• Respond to inquiries regarding loan setup, documentation, or system configuration.
• Stay current on regulatory requirements, GSE guidelines, and industry best practices as they relate to loan boarding and servicing transfers.
• Mentor junior onboarding team members and serve as a subject matter resource on complex boarding scenarios.

Required Skills/Abilities

• Strong understanding of commercial loan structures (CRE, C&I, construction, SBA, etc.).
• High attention to detail and strong analytical skills.
• Ability to interpret credit agreements, promissory notes, guarantees, and collateral documents.
• Demonstrated ability to independently manage full-cycle onboarding engagements with minimal oversight, including complex or high-volume portfolio transfers.
• Strong understanding of primary servicing operations including payment processing, escrow administration, investor reporting, and regulatory compliance.
• Proficiency working with loan-level data; experience with data validation, file mapping, or data migration required.
• Proven project management and organizational skills with the ability to manage multiple onboarding engagements simultaneously and prioritize effectively under tight deadlines.
• Strong written and verbal communication skills; comfortable leading client calls and presenting to cross-functional stakeholders.
• Analytical mindset with a keen attention to detail and a low tolerance for data errors.
• Comfort operating in a technology-forward environment with a track record of adopting and championing new tools and processes.
• Proficiency in Excel required; experience with SQL or data visualization tools strongly preferred.

Education/Experience

• 3–5 years of experience in commercial mortgage or commercial loan servicing, with direct and hands-on exposure to loan boarding, servicing transfers, or operational onboarding required.
• Bachelor's degree in Business, Finance, or a related field preferred, or equivalent work experience.

The base salary range for this role is provided in accordance with local regulations, but salary represents just one component of the total compensation package. Additional elements such as bonuses, overtime, deferred cash (where applicable), benefits, perks, and company contributions to 401(k) plans-often result in total compensation significantly exceeding the base salary. Compensation is influenced by individual performance, tenure, experience, geographic location, business unit needs, company performance, and market conditions.

CW Financial Services LLC, along with its subsidiaries and affiliates, is an equal opportunity employer. We consider all qualified applicants regardless of race, religion, color, sex, age, national origin, citizenship, disability, genetic information, veteran status, marital status, sexual orientation, gender identity, or any other status protected by applicable law.