Customer Onboarding Manager - Personal Lending

Reprise Financial is on a mission to simplify the financial journey for our customers, making personal loans accessible and transparent. We leverage technology and a customer-first approach to provide fast, reliable personal loans of up to $25,000, ensuring our clients receive the support they need without hidden fees or complex terms. Our commitment to integrity and clarity allows us to foster trust and empower individuals to take control of their finances. 

At Reprise Financial, we foster a workplace built on innovation, collaboration, and kindness. Our mission to simplify the financial journey for our customers inspires us to exceed expectations and make a meaningful impact. 

We provide the tools, resources, and support for employees to thrive in a dynamic, customer-focused environment. Transparency, continuous improvement, and open communication drive our culture of trust and excellence, where new ideas are valued, and growth is encouraged. 

Join Reprise Financial and be part of a team where your contributions are recognized, and you have the opportunity to innovate, grow, and make a positive difference. 

About the role 

We are seeking a Customer Onboarding Manager to lead a remote team responsible for processing and verifying loan applications. This role requires expertise in credit underwriting, financial industry standards, and team leadership to ensure applications meet compliance and approval guidelines. 

As the Customer Onboarding Manager, you will be instrumental in training, coaching, and supporting your team to enhance efficiency and accuracy in application reviews. Your deep knowledge of credit policies and industry standards will empower decision-making and help drive operational success. 

Key Responsibilities 

• Manage and oversee a remote team handling loan applications requiring income and identity verification. 

• Leverage industry experience and credit underwriting expertise to assess and approve applications. 

• Provide comprehensive support to both your team and the broader department. 

• Conduct quality assurance reviews of loan applications and agent performance. 

• Provide ongoing training, coaching, and support to help team members improve their skills. 

• Utilize Microsoft Office tools to analyze data, generate reports, and optimize workflows. 

• Identify process improvements to streamline operations and enhance customer experience. 

• Monitor KPIs and performance metrics to ensure compliance and efficiency. 

• Participate in call and application reviews to provide feedback and drive performance improvements. 

Skills, Knowledge, and Expertise 

• 3+ years of credit underwriting experience with knowledge of industry standards and regulations. 

• 3+ years of proven management experience in leading teams. 

• Strong analytical skills to assess loan applications and decision-making criteria. 

• Proficiency in Microsoft Office (Excel, Word, Outlook, etc.) for data analysis and reporting. 

• Led a high-performing team in a fast-paced, high-call volume office or contact center, ensuring service level targets are consistently met while maintaining quality and customer satisfaction. 

• Exceptional communication and leadership skills to foster team growth and success. 

• Experience working cross-functionally with different teams and departments to drive collaboration. 

Location 

This position is fully remote, allowing you to work from anywhere that suits you best! While you’ll primarily work from home, you are always welcome to visit our office in Irving, TX, whenever you choose. We encourage our remote team members to stay connected through regular virtual meetings and team events. All team members must reside in one of our approved locations by their start date, ensuring you remain part of our collaborative community. 

Compensation 

For this role our salary range is $75,000 to $85,000, depending on relevant experience. This role will also be eligible to receive a variable annual bonus based on both company and individual performance. 

Benefits That Support Your Success 

• Stay Healthy & Happy: Comprehensive medical, dental, and vision coverage, contributions to a Health Savings Account (HSA), and access to an Employee Assistance Program (EAP) to support your mental health and overall well-being. 

• Secure Your Future: Plan ahead with our 401(k) program, featuring a Safe Harbor Match (100% of the first 3% and 50% of the next 2%). 

• Time That Works for You: Recharge with accrued time off, company holidays, sick time, and 3 floating holidays—perfect for celebrating your birthday, your dog’s birthday, or just a random Tuesday! 

• Support for Growing Families: Our 12-week Paid Parental Leave ensures you have the time and support to focus on your family during life’s biggest moments. 

• Competitive Rewards: Market-driven salary and bonus opportunities ensure your hard work is recognized and rewarded. 

• Tools for Success: Stay connected and productive with a robust tech package designed to help you deliver your best every day. 

 
Our Core Values  

• Pursue Excellence: We strive for the highest quality, ensuring our tools and services truly aid in our customers’ success.  

• Make a Meaningful Impact: We focus on delivering outcomes that genuinely improve financial well-being.  

• Commit to Innovation: Our innovative approach keeps us at the forefront of providing effective financial tools.  

• Champion the Customer: We prioritize our customers' financial goals, tailoring our tools to meet their unique needs.  

• Collaborate with Purpose: Our teamwork drives us to develop superior solutions that empower customers.  

• Lead with Kindness: Respect and empathy are central to our operations, creating a supportive environment for success. 

Equal Employment Opportunity Employer 

At Reprise Financial, we are dedicated to fostering an inclusive community where every individual is valued. We are an Equal Employment Opportunity employer—ensuring that all qualified applicants and employees receive consideration for employment without regard to age, race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. 

We believe that diversity strengthens our organization and drives innovation, and we are committed to creating a workplace that reflects the rich variety of our communities.