Onboarding Associate

Summary

Join Figure, a leading non-bank HELOC lender, as an Onboarding Associate and contribute to the growth of our next-generation consumer financial services products. In this project management role, you will assist in onboarding new lenders onto our platforms, providing training, and ensuring a seamless transition to production. You will collaborate with various teams, including product, engineering, legal, finance, and training, to achieve efficient deployment. This fast-paced role offers opportunities for creative problem-solving and building strong business relationships. The position reports to the Onboarding Manager and involves working with both Figure Wholesale and Private Label/LaaS partners. This is a great opportunity to make a significant impact in a high-growth, innovative environment.

Requirements

• BS/BA with 3-5+ years of project management or customer success experience
• Demonstrated understanding of project management processes and methods
• Exceptional organizational skills and ability to manage multiple stakeholders and teams
• Strong communication skills with the ability to distill complex concepts into digestible formats
• Ability to effectively establish project management best practices across teams, within Figure’s existing toolset
• Proven success working cross functionally and building solid long term business relationships
• Ability to thrive in a fast-paced startup environment

Responsibilities

• Assist in the execution of the onboarding process for new lenders including working across product, engineering, legal, finance, Ops, and training for both Figure Wholesale and Private Label/LaaS partners to ensure a seamless process
• Respond to Partner requests in collaboration with the Onboarding Manager and Sales leaders
• Collaborate with training teams to educate stakeholders (admins, loan officers, accounting, compliance, etc)
• Opportunistically promote the Figure product with partners during onboarding to stimulate demand and increase the rate of engagement at launch
• Execute onboarding tasks as defined by the Onboarding Manager and ensure all teams are actively working towards established milestones
• Execute project plans to ensure efficient deployment
• Participate in regular Partner external meetings to determine progress and address any questions or challenges regarding projects
• Establish knowledge of the Figure data room and due diligence materials for Partners

Preferred Qualifications

• High level of business acumen; some B2B experience is a bonus
• Experience in FinTech or consumer lending products is a plus
• Desire to expand and contribute in other related functions associated with the ongoing development of the HELOC offering (eg. new partner acquisition, pricing, marketing, training, lender engagement etc.)

Benefits

• Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
• Company HSA, FSA, Dependent Care, 401k, and commuter benefits
• Employer-funded life and disability insurance coverage
• 11 Observed Holidays & PTO plan
• Up to 12 weeks paid family leave
• Continuing education reimbursement