Customer Onboarding Specialist

Customer Onboarding Specialist at United Site Services in MERIDIAN, Idaho, United States Job Description About USS United Site Services is the industry leader in comprehensive site services, committed to creating partnerships that help enable our customers project and event success. Our deep industry expertise, excellence in process management, and dedication to corporate responsibility are pillars of our value proposition; each supported by tangible, best-practice programs. Our success is fueled by the dedication and collaboration of our diverse team, which includes field technicians, customer care representatives, sales professionals, and functional experts. Each member of our team plays a vital role in ensuring a seamless and reliable experience for our customers. By joining United Site Services, you will be part of an organization that values continuous improvement, teamwork, and excellence in every aspect of our business. Primary Purpose The Customer Onboarding Specialist is responsible for overseeing the credit risk management of United Site Services customers. The Specialist in this role is responsible for researching, verifying, and evaluating customers credit worthiness and the risk it could bring to the company. The Customer Onboarding Specialist will set up and maintain the process for all account approvals, monitoring, reporting, and maintaining the Customer Master. This position will have the opportunity to gain exposure to multiple areas of the organization over time and will interact cross-functionally with various departments. Essential Functions - Analyze credit worthiness of all current and prospective business customers - Obtain, investigate and analyze credit data and records (Equifax, DNB, Customer Financials, etc.) - Work with other credit representatives to exchange credit information - Ensure adherence to company credit policy standards, procedures, regulations and laws - Create, maintain and organize customer credit files - Develop solid relationships with sales and finance to provide guidance with risks on potential new customers and existing customers - Maintains the security and confidentiality of pertinent information and records - Participates in special projects - Performs additional duties as assigned or directed Supervisory Responsibilities This position has no supervisory responsibility. Qualifications EDUCATION Min/Preferred Education Level Description Minimum High School or GED EXPERIENCE Minimum Years of Experience Maximum Years of Experience Comments 2 in credit analysis, collections, and in customer service capacity or training or equivalent combination of education and experience ADDITIONAL KNOWLEDGE, SKILLS, AND ABILITIES + Demonstrate exemplary service and professionalism to customers both external and internal + Excellent written and oral communication skills and ability to tailor communication to the audience + Ability to deal with problems involving several concrete variables in standardized situations + Strong analytical and decision-making skills + Ability to multi-task and manage competing deadlines + Excellent time management skills + Well organized and able to work under timelines and constraints. + Analytical and process oriented + Excellent PC proficiency (data entry, Microsoft Office suite) + Knowledge of Microsoft Navision, Salesforce, and Tower is a plus + Ability to read, analyze, and interpret general business periodicals, professional journals, or standard operating procedures + Ability to respond effectively to sensitive inquiries or complaints from customers + Strong mathematical capabilities Physical Requirements + Sit while answering phones or reply to emails + Use hands and fingers to handle, control or feel objects tools or controls + Repeat the same movements when entering data + See details of objects that are less than a few feet away + Speak clearly so listeners can understand + Understand the speech of another person + Focus on one source of sound and ignore others + Hear sounds and recognize the difference between them + See differences between colors, shades and brightness Benefits Summary All full-time employees working an average of 30 hours or more per week are eligible for the following benefits: + Holiday & Paid Time Off (pro-rated for Part-Time employees) + Medical/Pharmacy + Dental + Vision + Employer-Paid Short-Term Disability + Employer-Paid Employee Basic Life & Accidental Death and Dismemberment + Voluntary Employee Life & Accidental Death and Dismemberment + Voluntary Spousal Life + Voluntary Dependent Life + Hospital Indemnity, Accident and Critical Illness + Commuter/Transit Account + Healthcare Flexible Spending Account + Dependent Care Flexible Spending Account + Health Savings Account + 401(k) with employer match + Employer-Paid Employee Assistance Program (EAP) + Employee Discounts Salary Range $15.75 - $21.26 / hour Pay Transparency Statement At United Site Services, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. EEO Statement Some positions may require secure site access and/or domestic air travel. All candidates for positions which require secure site access and/or domestic air travel must possess an acceptable form of identification to comply with state and federal regulations, such as REAL ID-compliant drivers license or state ID, or U.S. passport. This statement is not intended to require documentation beyond what is acceptable under the federal I-9 form process administered by the U.S. Citizenship and Immigration Services (USCIS); and should not be construed as creating additional employment eligibility verification requirements. United Site Services is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation , gender identity , age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers. To view full details and how to apply, please login or create a Job Seeker account