Job Description

Client Onboarding Specialist
Dallas, TX (On-site)

Founded in 2020, Covered Holdings offers financing solutions that leverage the company's proprietary credit originations and servicing platform with a unique focus on the needs of non-prime Americans. Their patient financing product, Covered Care, helps healthcare providers care for patients who otherwise would have been declined for traditional credit. Their proprietary financing platform can underwrite and approve patients at every credit level – from prime to non-prime – with affordable rates and terms. This flexibility allows healthcare providers to care for more patients without taking on any risk

The successful candidate will have had prior experience with review, onboarding and configuring the activation of new merchants/providers. This role involves collaborating with various teams, managing documentation, and ensuring a high level of customer experience and attention to detail. The ideal candidate will possess strong communication and organizational skills.

Job responsibilities

• This position works directly with merchants, sales representatives, IT group, and Compliance to facilitate smooth merchant onboarding
• Conduct intake calls to understand merchant’s brand and it’s fit with Covered
• Collaborate with sales team to secure proper documentation needed for merchant onboarding
• Review and verify application items and provide recommendations or items of concern in a timely manner and submit to leadership for approval decisions
• Accurately perform the merchant setup process to ensure proper settings for each merchant
• Expert knowledge of product/program terms to properly communicate when necessary
• Expert knowledge of merchant settings so all merchants are launched in an “optimized” manner

• Ability to identify, outline and execute process improvements to increase onboarding efficiencies
• Responsible for training new merchants on the platform and our guidelines.
• Responsible for any technical questions as part of the onboarding process
• Other duties as needed.

Experience:

• Demonstrates a strong client orientation.
• Is an effective problem solver
• Ability to work with autonomy.
• Ability to work under pressure.
• Problem-solving skills
• Conflict-resolution skills
• Bachelor’s degree or international equivalent (preferably in business, economics, finance, or management).

FULL-TIME BENEFITS

• Medical, Dental, and Vision benefits
• Life Insurance and Long-term disability plans
• Flexible Spending Account
• 401K matching
• Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
• Wellness Programs
• Career Path Opportunities
• Discounts on Parks, Museums, Movie Tickets, and Attractions
• Paid Vacations Days
• Paid Sick days
• Paid holidays
• Rental Car Discounts, Dell Member Purchase Program
• UKG Wallet

ACKNOWLEDGMENTS

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.