Risk & Client Onboarding Specialist

OTR Solutions; Roswell (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Pet Insurance

Family Leave

Employee Assistance

Maternity Leave

401(k) Matching

Paid Holidays

PTO

Travel Stipend

Leadership Training

Continuous Learning

Catered Lunches

Fitness Membership

Volunteer Days

Inclusion Programs

Job summary

OTR Solutions is seeking a Risk Specialist to oversee daily risk review and onboarding for prospective clients in the transportation finance space. You will assess risk and financial integrity, coordinate with Sales Underwriting and other teams to ensure compliant onboarding, and help manage data and documentation in our systems.

The role emphasizes analytical thinking, strong communication, and the ability to handle difficult conversations.

Qualifications

• Bachelor’s degree in Business or related field.
• Exceptional communication, organizational, and problem-solving skills.
• Team player with multi-tasking and prioritizing abilities.
• Strong analytical skills and good judgement.
• Ability to handle difficult conversations.
• Proficiency in MS Excel and related computer knowledge.

Responsibilities

• Meet daily quotas for reviewing new trucking company or other prospective client applications.
• Perform risk analysis using standard Underwriting guidelines and policies.
• Maintain and update all preliminary client data and files using a proprietary system.
• Communicate with outside vendors like banks and other finance companies.
• Assist in transitioning new clients from Leads to Clients within our system.
• Collaborate with Underwriting, Finance, Operations and other departments.
• Prepare a UCC filing for each client to secure and validate contracts.
• Support team with active buyouts by verifying pay status on open receivables.

Skills

Communication

Organizational skills

Team player

Analytical skills

Problem-solving

Difficult conversations

Education

Bachelor’s degree in Business or related field

Tools

MS Excel

Job description

OTR Solutions is seeking a Risk Specialist to oversee daily risk review and onboarding for prospective clients in the transportation finance space. You will assess risk and financial integrity, coordinate with Sales Underwriting and other teams to ensure compliant onboarding, and help manage data and documentation in our systems.

The role emphasizes analytical thinking, strong communication, and the ability to handle difficult conversations.