Client Onboarding Coordinator

The Client Onboarding Coordinator is responsible for ensuring that the company and its clients are in compliance with our vendor partners’ requirements. The Client Onboarding Coordinator also helps onboard new customers, handles phone calls from customers and consumers, and handles customer case tracking.



· Work together with other support personnel to jointly execute the onboarding of new customers.

· Understand the detailed requirements of all vendor partners, ensuring we are meeting all requirements.

· Work with the sales team and customers to gather required contracts, information, and documentation.

· Set up new customers in the system and maintain product and pricing information.

· Assist existing customers with compliance requirements and auditing.

· Work with team of customer support personnel to field in-bound customer service calls and customer service calls

Experience, Skills, and Knowledge

· 2+ years of experience in customer support, sales support, mortgage processing, or similar position strongly preferred

· Highly organized and high attention to detail

· Excellent communication and customer service skills

· Highly accountable, flexible, and effective under pressure in a fast-paced environment.

· Proven ability to multitask 

· Effective problem-solving skills

· Strong ability to work well in a team environment

· Proficiency the in Microsoft Office suite

· Salesforce CRM experience a plus