Partner Onboarding Specialist

Summary

Join Mosaic, a company financing clean energy for homes, as a highly self-motivated Onboarding Specialist in their Credit Operations group. You will review partner applications, assist with onboarding, and ensure a positive customer experience. This role requires attention to detail, productivity, and proficiency in using internal review resources. The position offers a competitive hourly rate, variable incentive bonus, and a range of benefits. The role is remote-first and based in most US states. Apply by May 13th, 2025.

Requirements

• 1-3 years experience in a high-velocity underwriting and/or partner onboarding team
• Highly detailed and process oriented
• Passion about our partner experience as we are the first touchpoint with a new partner
• You’re a team player and enjoy working as a team to accomplish our goals

Responsibilities

• Maintain excellent quality and pace while reviewing 10-15 partner applications daily
• Follow up with applicants regarding any missing information via phone and email
• Maintain a 95% or above service level on the onboarding inbound phone line
• Be proficient in utilizing internal review resources like Salesforce, GIACT, LexisNexis, Ohm Analytics
• Review applicants financial documents
• Identify suspicious applications and take immediate steps to prevent those applications from progressing
• Identify suspicious activities during phone interactions and take immediate steps to prevent those applications from progressing
• Meet or exceed set quality, customer service, and production goals
• Provide a “WOW” experience to prospective partners

Preferred Qualifications

• You like working fast and take pride in “getting stuff done”
• An adaptable mindset to change and try new things to improve our efficiency. The only thing constant in our line of business is change

Benefits

• Robust Health, Dental, and Vision Plans
• Generous paid time off
• 401k Match
• Lifestyle Spending accounts for professional wellness
• Mental Health: Headspace subscription, online therapy sessions