Customer Onboarding Specialist - BO

CUSTOMER ONBOARDING SPECIALIST

ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client’s businesses with exceptional customer engagement.

 

While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a diversified footprint for business reliability, and an innovative entrepreneurial culture – all to attain corporate performance objectives as our partners trusted advisor and preferred business partner.

 

We need a Customer Onboarding Specialist. You will set up customers for immediate success by facilitating the implementation process for new accounts. As a Customer Onboarding Specialist, you will educate new customers, help solve technical problems, and ensure the smooth adoption of our products and services. You will also be responsible for the timely review and disposition of conforming loan applications. Worked within underwriting guidelines to make calculations for qualifying and administered decisions using proprietary loan origination systems.  

 

Responsibilities included maintaining a working knowledge of all conventional conforming and HARP loan origination guidelines.

 

 

Job Functions:

• Ensure acceptable Income Document Types/Requirements
• Reviews and calculates income for all primary borrowers to determine a borrower’s ability to repay a requested loan amount.
• Responsible for verification of applicant identity documentation, prior to loan approval and funding.
• Identify and escalate false documents to the Fraud Team. Customer Onboarding Specialist need to be vigilant in assessing the documents submitted by the customer.

 

 

 

What we’re looking for:

• At least a high school graduate (old curriculum) or senior high school graduate (new curriculum) or a bachelor’s degree in any field.
• With or without BPO experience.
• Good verbal & written communication skills.
• Keen to details and
• Willing to work in Graveyard shift and shifting schedule.

 

 

EMPLOYEE BEHAVIORIAL STANDARDS

• Honesty
• Judicious use of Company resources, facilities and benefits within the limits established by the policy or business practice.
• Accurate accounting of Company funds or property placed in his/her charge.
• Prompt and truthful reporting of matters that affect or could affect the Company as a whole.
• Fidelity in the custody of confidential information which he or she acquires knowledge of
• Obedience to Company rules and regulations.
• Respect for his/her superior and co-workers
• Punctuality
• Orderliness in work
• Pride in working with the organization.
• A deep sense of responsibility to undertake his/her job effectively and expeditiously.

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