Onboarding Specialist

• Coordinate and monitor pre-employment screenings including: CORI checks, National background checks, OIG exclusions, Sex offender registry checks, Driving record (MVR) checks, License and certification verification, State-specific compliance requirements
• Track pending screenings and follow up to ensure timely completion
• Escalate delays, discrepancies, or compliance concerns appropriately
• Support onboarding documentation and pre-employment workflows
• Ensure records are accurate, complete, and audit-ready
• Assist with I-9 coordination and onboarding documentation
• Maintain confidentiality of sensitive information
• Maintain accurate records within HRIS/ATS systems
• Generate status updates and screening reports
• Assist with process improvements and workflow tracking
• Communicate professionally with candidates throughout the onboarding process
• Support candidates with onboarding questions and required documentation
• Help create a positive, welcoming experience aligned with Ascentria’s mission and values

Onboarding Coordinator

• Own and optimize the end-to-end onboarding journey (UI/UX, field placement, page flows, error handling) for corporate payments
• Partner closely with sales teams to improve the customer onboarding experience and increase conversion rates
• Translate business needs and sales feedback into clear technical requirements for engineering teams
• Drive improvements in automated decisioning to reduce manual review cases
• Manage Salesforce-driven workflows and ensure application data is accessible and actionable for sales teams
• Lead credit portfolio initiatives, including adjudication workflows and credit line reassessment using internal and external data sources
• Design and implement process automation solutions, including Salesforce-based routing and decision logic
• Identify and implement AI-driven opportunities for process optimization and smarter decisioning
• Collaborate cross-functionally with risk, compliance, engineering, and operations teams
• Monitor and improve key metrics related to onboarding, conversion, and customer lifecycle performance

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Onboarding Coordinator

Senior Product Manager, Customer Onboarding, Credit Applications