Financial Onboarding Success Advisor – I

🔥 36 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Nelnet

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1996

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Nelnet is a diversified services company that provides a wide range of solutions including government services, consumer services, technology services, and federal student loan services. The company specializes in customer-centric services, operational optimization, and support, offering digital accessibility, custom development, data analytics, artificial intelligence, and information security. Nelnet also offers business process outsourcing, contact center and back-office processing, loan servicing, and education services. Furthermore, Nelnet is involved in financial management, payment technology, and renewable energy through tax equity funding and solar installations. Nelnet is committed to enhancing education, government service provision, and energy innovation, promoting community engagement and philanthropic efforts through partnerships.

📋 Description

• Support institutions implementing one or more FACTS products/services • Contact institutions to follow up on established training plans • Provide phone support for the Onboarding phone queue and back up all FACTS areas as needed • Collaborate with FACTS Operations and Sales teams to enhance customer experience and satisfaction • Verify and/or complete the Onboarding Checklist • Coordinate post-configuration data exchanges with clients and their information systems • Ensure smooth transition from Onboarding with other FACTS Operations teams • Conduct online training for new institutions and new contacts at existing institutions • Contribute to, develop, maintain, and improve documentation and training materials • Provide ideas and analysis for process and product enhancements • Answer product-specific questions or identify appropriate resources • Assist the FACTS Onboarding Configuration Team with product setup and configuration • Manage technical and operational aspects of NBS product onboarding • Provide monthly activity reports to the Team Leader • Maintain institution tracking in CRM and other internal systems for auditing purposes

🎯 Requirements

• Associate degree in a related field required; Bachelor’s preferred • Three years of experience in product service or onboarding preferred • Experience providing excellent customer service • Solid working knowledge of FACTS/NBS Financial and SIS products and stand-alone products, as applicable • Ability to quickly grasp concepts and apply newly acquired product knowledge • Strong written and verbal interpersonal, communication, and presentation skills • 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 and ability to provide instruction in computer applications and other services • Strong computer skills, including Microsoft Office applications, Web Forms, and the Internet • Ability to work in a fast-paced environment, handle stressful situations, work through change, and meet deadlines • Positive, can-do attitude and strong initiative to complete tasks and objectives without supervision • Excellent organization and time management skills • Ability to take direction from multiple sources and prioritize effectively

🏖️ Benefits

• Medical, dental, and vision insurance • HSA and FSA • Generous earned time off • 401(k) and student loan repayment • Life insurance and AD&D insurance • Employee assistance program • Employee stock purchase program • Tuition reimbursement • Performance-based incentive pay • Short- and long-term disability • Robust wellness program