Onboarding Specialist

• Primary point-of-contact for assigned field partners
• Initiate applications and monitor underwriting requirements
• Lead weekly calls with advisors for updates
• Recommend and implement process improvements
• Mentor less experienced staff and perform quality checks

Senior Risk Client Onboarding Specialist

• Lead client onboarding from kickoff through transition to recurring teams
• Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
• Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
• Integrate third-party tools (bill pay, payroll, expense management)
• Identify risks, resolve issues, and drive process improvements
• Provide initial accounting support, including reconciliations and financial statements
• Review financials and ensure GAAP-compliant, accurate reporting

Onboarding Manager, Client Accounting Services

• Manage and optimize the onboarding lifecycle for embedded payment clients, from initial scoping through go-live and post-launch support.
• Collaborate with product, engineering, legal, compliance, and operations teams to ensure all onboarding requirements are met efficiently and securely.
• Guide partners through technical integration, U.S. Bank processes, risk assessments, and regulatory compliance requirements.
• Identify and implement improvements to onboarding workflows, documentation, and partner experience.
• Ensure all onboarding activities align with banking regulations, U.S. Bank policies, and internal risk frameworks.
• Provide regular updates to senior leadership on onboarding progress, risks, and key metrics.
• Mentor junior onboarding managers and contribute to the development of onboarding best practices and playbooks.

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Senior Risk Client Onboarding Specialist

Onboarding Manager, Client Accounting Services

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