Senior Onboarding & Compliance Specialist
Job Functions
- Onboard new clients, channel partner marketers, and direct clients, including both marketers under channel partners as well as direct clients.
- Conduct due diligence and send/review onboarding documents.
- Process SAN documents, Equifax commitments, and both ITA and credit marts.
- Support complex client setups and credentialing efforts for third-party vendors and channel partners.
- Assist with annual renewals, including reviewing mail pieces, telemarketing scripts and emails to consumers in accordance with the FCRA, and processing the required documents.
- Service accounts in EMS, giving and removing access to data in accordance with an established login policy, entering pricing, and working with other teams to get necessary approvals and fix errors.
- Determine the credentialing status of third party vendors and communicate with credit bureaus regarding vendors' ability to receive data.
- Credential third party vendors throughout the entire process.
- Assist Onboarding & Compliance Manager with higher-level functions, including answering basic questions from junior members of the team, updating process docs, auditing functions, and updating DocuSign templates.
Basic Qualifications
- Bachelor’s degree or equivalent experience in 3 years or HS/GED and 7 years of experience.
- Excellent customer service skills, effective verbal and written communication, and the ability to identify and correct mistakes.
- Advanced organizational skills and the ability to self-direct task prioritization.
- Must be 18 years of age or older.
Preferred Qualifications
- Bachelor’s degree or equivalent experience in 5 years or HS/GED and 9 years of experience.
- Advanced organizational skills and the ability to self-direct task prioritization.
Compensation
The compensation range for this position is $55,000.00 - $62,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience, and internal equity.
Benefits
- Healthcare (Medical, Dental, Vision)
- Paid Time Off, Volunteer Time Off, and Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement
Equal Employment Opportunity
Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law. Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.