Vacancy expired!
TSR is a premier National U.S. Staffing company with over 40 years of staffing excellence.Our client, a leading financial company is hiring a Client Onboarding Senior Analyst on an initial 12 month Contract.Work Location: Getzville, NY (remote until office reopens)Please note that all candidates MUST work on our W2 or with One Man Corps. NO C2C CANDIDATES AND NO AGENCIES PLEASE!Summary:The Loans Client Onboarding Team provides a single point of contact (regionally) for all client Onboarding activities including Know Your Customer, documentation, credit, legal, operational flow, issuance, loan terms, technology and testing. The team is responsible for implementing and managing a smooth and efficient Onboarding process ensuring that the client gets their loan issued successfully.The Client Onboarding Senior Analyst will work as the liaison with all internal stakeholders (Sales, Legal, Compliance, Credit, Middle Office, TAX, Operation, KYC, Accounts Control) to ensure that time to market is minimized, ensuring proactive and succinct communication to our Clients. Additional responsibilities include: (1) Identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance. (2) Maintaining detailed contact and informational lists for each client and will be required to provide various MIS reporting and commentary to Senior Management and the business.Main areas of interaction: External Clients, all departments within Loans origination, Compliance, Legal, Credit, Settlement Ops, Accounts Control Operations/KYC, Middle Office / OpsResponsibilities:
- Accountable for ensuring overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements.
- Owning onboarding a new loan opportunity end to end.
- Moving the onboarding request through the process as quickly and effectively as possible (KYC/Legal/Credit).
- Communicating the status to internal and external
- Following the onboarding processes for supported clients.
- Registering the request in the pipeline and then providing relevant status updates to end users (i.e. Credit Officers, Legal heads, Desk Heads and ISG Managers)
- Effectively following up with clients in a timely, professional manner
- Consistent following up with internal and external parties when activities go beyond their expected duration. Utilize in-person reviews whenever possible.
- Coordination of client connectivity, account set-up and configuration.
- Providing feedback to continually improve the process.
- Take responsibility for your own pipeline whilst at the same time assisting/coaching new members of the team
- Manage your own pipelines and be aware of when to escalate issues to Business or ISG Management.
- Manage Platinum Clients relationships (Pulse Reports, Relationship Level Meetings etc.)
- To identify issues with the process, create and drive a solution, once having gained approval from Team lead and regional/global manager
- Continually look for ways to reduce cycle time within the process through technology or procedural changes.
- Pro-actively build and measure client satisfaction through client visits and benchmarks.
- The candidate must have a strong onboarding background, or previous Client Facing, Middle Office or financial operations role.
- Knowledge of Loans business structure
- Past success in contributing to business transformation/change projects
- Experience of working within a strong regulatory/control environment
- Strong understanding of Microsoft Office applications; specifically EXCEL, Word and Power Point.
Vacancy expired!