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Onboarding Configuration Specialist I
Nelnet
Lincoln, USA
Full-time
Mid
Onsite
$22.60- $25.00
Discovered 2 weeks ago
Client serviceCommunication
Key Skills for This Role
Client serviceCommunication
Full Job Posting
JOB RESPONSIBILITIES:
- Provide support as part of an overall Onboarding Team to an Institution implementing one or more FACTS products/services.
- Contact institutions to establish onboarding timelines and expectations.
- Work closely with associates from other FACTS Operations teams and/or Sales Team to enhance the customer experience and satisfaction.
- Verify and/or complete the Onboarding Checklist.
- Setup and configure the FACTS Products handled by the FACTS Onboarding Team.
- Coordinate data exchanges with clients and their various information systems.
- Work with other FACTS Operations teams (e.g., Account Management) to ensure a smooth transition from Onboarding.
- Establish and maintain a training program for client institutions, including curriculum and training sessions customized for the institution’s needs.
- Conduct online training with new institutions and/or new contacts at existing institutions, instructing them on all aspects of the products they are implementing.
- Contribute to documentation and/or training materials in one of more of the following ways: 1) provide input from customer requests; 2) develop materials; 3) maintain materials and/or 4) research and implement new ways to present materials for clients.
- Provide ideas and analysis for enhancements to current processes and features of new or existing products.
- Answer product specific questions and/or find appropriate resources to answer questions about products. (Includes the FACTS Financial System, stand-alone products, partnership companies, FACTS SIS, and integration related topics.)
- Overall management of technical and operational aspects for NBS product Onboarding.
- Provide monthly reporting of activities to the Team Leader.
- Provide phone support and back-up for all areas of FACTS Operations as needed.
- Maintain institution tracking in CRM and other internal tracking required for auditing purposes.
- EDUCATION:
- Associate degree in related field (Bachelor’s degree preferred).
EXPERIENCE:
- Three years of experience in product service or onboarding preferred.
- Experience providing excellent client service.
- Solid working knowledge of existing FACTS/NBS Financial and SIS products, stand-alone products (as applicable).
- COMPETENCIES – SKILLS/KNOWLEDGE/ABILITIES:
- Ability to quickly grasp concepts and apply newly acquired product knowledge when working with institutions.
- Strong interpersonal and communication skills (both written and verbal) with the ability to constructively discuss sensitive issues.
- Very detail-oriented and creative thinker.
- Ability to work as a team player and establish good rapport with co-workers.
- Excellent customer service skills (friendly, courteous, helpful, and patient) with the ability to effectively provide instruction in the use of computer applications and other services.
- Excellent prioritization, organization, and time management skills.
- Strong computer skills, including experience using Microsoft Office applications, Web Forms, and the Internet.
- Ability to handle stressful situations and meet deadlines.
- A positive can-do attitude and strong initiative to get tasks and objectives completed without supervision.
- Ability to work in a fast-paced environment and effectively work through change.
- Excellent organization, prioritization, and time management skills to effectively manage workload and proactively request additional resources as needed.
- Ability to take direction from multiple sources and prioritize effectively.
- #LI-Hybrid
- #LI-CW1
- Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: Benefits & Perks - Nelnet Inc
- Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.
- Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 or [email protected].
- Nelnet is a Drug Free and Tobacco Free Workplace.
- Use of Artificial Intelligence in Hiring
- We may use automated or artificial intelligence enabled tools to assist with the initial review of applications, such as identifying relevant skills or experience. These tools are used to support human review and do not make hiring decisions. A recruiter reviews applications and determines which candidates move forward in the hiring process. For more information, see our Privacy Policy and Pre-Use Notice: Automated Tools in Hiring
Preferred Qualifications
- Three years of experience in product service or onboarding preferred.
About Nelnet
Lending & Consumer Finance5744 employeesFounded 1978
Public diversified holding company providing student-loan servicing, education technology, payment processing, government services, and consumer lending.
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