Senior Onboarding Manager

Socket.dev; Rothschild (WI); On-site; USD 94,000 - 97,000; Full time

Benefits offered by this job

Day-one Health Benefits

401(k) with company match

Paid Sick Time Off

Paid Parental Leave

Employer Paid Life and Disability

Wellbeing on Demand Program

Flexible Work Environment

Job summary

Foundation Finance Company (FFC) seeks a Senior Onboarding Manager to oversee the end-to-end account onboarding process and directly manage the Funding and Verification team leaders. This role drives initiatives to enhance operational efficiency and strengthen technology infrastructure across the department.

The position offers a competitive pay range and benefits, with a focus on improving the onboarding experience for customers and dealers nationwide.

Qualifications

• Bachelor’s degree in business, finance, communications, marketing, or a related field.
• 4+ years of experience in a related field with at least 2 years in a management role.
• Experience in financial services or another highly regulated industry is required.
• Demonstrated success in managing and developing a team is highly preferred.
• Knowledge of Microsoft Office suite is required.

Responsibilities

• Oversee end-to-end onboarding processes for accounts and customers.
• Directly manage Funding and Verification team leaders and drive performance.
• Develop and implement verification strategies to reduce unnecessary customer contact and streamline processes.
• Coach staff on scheduling, hiring, timekeeping, and administrative duties; train team leads.
• Communicate department updates, policies, and performance metrics to the team.
• Ensure timely day-to-day operations, workflow, and reporting meet deadlines.

Skills

Microsoft Office

Education

Bachelor’s degree in business, finance, communications, marketing, or a related field

Job description

Senior Onboarding ManagerDuties:

The Senior Onboarding Manager oversees the end-to-end account onboarding process and directly manages the Funding and Verification team leaders. This role drives initiatives that enhance operational efficiency, strengthen technological infrastructure, and improve the overall customer and dealer onboarding experience across the department.

Pay Range

USD $94,000.00 - USD $97,000.00 /Yr.

Essential Duties and Responsibilities:

• Manage the development and implementation of department software, including gathering requirements, coordinating testing, troubleshooting issues, and overseeing post-deployment monitoring.
• Develop and implement verification strategies to reduce unnecessary customer contact, streamline department processes, and address workload inefficiencies.
• Monitor and coach Verification and Funding team management on staff scheduling, interviewing, hiring, timekeeping oversight, and general administrative responsibilities; train team leads to support day-to-day staff management functions.
• Communicate relevant department updates to the team; facilitate documentation and distribution of updated department policies; conduct team meetings and individual performance reviews; generate, analyze, and discuss department and employee metrics.
• Collaborate with department managers to address process questions, identify and implement process improvements, and ensure satisfactory service in handling account and application inquiries.
• Oversee day-to-day operations, workflow, and reporting of Funding and Verifications while ensuring time sensitive deadlines are met.
• Assist department managers and supervisors in resolving escalated pre-funding application issues and making final disposition decisions.
• Handle dealer and customer complaints regarding Funding and Verification activities; delegate resolution responsibilities to qualified team members as appropriate.
• Other duties as assigned by management. Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be

Supervisory Responsibilities:

Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, anddirecting work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Minimum Qualifications:

• Bachelor’s degree in business, finance, communications, marketing, or a related field
• mMinimum of 4 years’ experience in a related field with at least 2 years in a management role, or an equivalent combination of education and experience.
• Experience in financial services or another highly regulated industry is required.
• Demonstrated success in managing and developing a team is highly preferred.
• To perform this job successfully, an individual should have knowledge of Microsoft Office suite and any applicable role specific development or design software.

About Foundation Finance:

Foundation Finance Company (FFC), a Great Place to Work certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Available Benefits:

• Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
• 401(k) with company match enrollment on day-one.
• Paid, Sick and Volunteer Time Off
• Paid Parental Leave Options
• Employer Paid Life and Disability
• Wellbeing on Demand Program
• Flexible Work Environment with a casual dress code

*Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details.

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Remote Work Disclaimer

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.