Client Onboarding Specialist (Funding Division)

About us:
The Smartphone Billions team is fully committed to helping business owners get access to capital. Our team of experts specialize in credit repair, funding and providing the best customer service possible to our clients. We pride ourselves on our commitment to excellence, integrity, and delivering exceptional results.

We are seeking an experienced Client Onboarding Specialist (Funding Division) to join our team.

Job Description:

The Client Onboarding Specialist (Funding Division) will

-Guide new and returning clients through the Funding process.
-Double check accuracy of documentation, applications, and information submitted.
-Update CRM with new leads and client progress
-Send welcome emails and funding prep instructions
-Follow up on missing documents or signatures
-Schedule onboarding or funding calls

Weekly Tasks:

Track client progress through funding pipeline
Report on approved vs. pending applications
Utilize LinkedIn To Generate More Relationships With Business Banking Representatives.

Occasional Tasks:

Analyze Current Credit Repair Client Status To Check Funding Eligibility.
Help draft or update onboarding messages and FAQs


Benefits: healthcare after 90 days

Bonuses: Based on client success

Requirements:
Excellent Attendance (non-negotiable requirement)

Proficient English/ accent reduction

Customer Service experience

Speaks & writes English with proper grammar

Stable internet connection & reliable computer with a functioning headset, and multiple monitors.

Low frequency of power outages

Ability to learn & adapt quickly to company changes

High energy, a positive mindset, and a hard work ethic

How To Apply:
Interested candidates are invited to submit their resume, portfolio, and a cover letter explaining their suitability for the role to ---------- Please include "Client Onboarding Specialist (Funding Division)" in the subject line.

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