Partner Onboarding Specialist

Who We Are

We are creating the best way to finance clean energy for the home to help combat climate change. Mosaic partners directly with solar and home improvement professionals who use our simple pointofsale app to offer financing options to their customers. This makes it easy and affordable for families to make energyefficient upgrades to their homes. Since 2012 Mosaic has funded more than $15 billion in loans through our platform and helped more than 1 million people prosper from clean energy. Join us as we work toward our vision of 100 clean energy homes across America.

Location: We are remotefirst. This role can be based in most states in the US.

The Opportunity

We are seeking a highly selfmotivated Onboarding Specialist to join our Credit Operations group. In this role you will be responsible for reviewing incoming applications from prospective Mosaic partners and assisting them throughout our Onboarding process. This is an opportunity to showcase your attention to detail productivity and your desire to deliver an exceptional customer experience.

Your daytoday

• Maintain excellent quality and pace while reviewing 1015 partner applications daily
• Follow up with applicants regarding any missing information via phone and email
• Maintain a 95 or above service level on the onboarding inbound phone line
• Be proficient in utilizing internal review resources like Salesforce GIACT LexisNexis Ohm Analytics.
• Review applicants financial documents
• Identify suspicious applications and take immediate steps to prevent those applications from progressing
• Identify suspicious activities during phone interactions and take immediate steps to prevent those applications from progressing
• Meet or exceed set quality customer service and production goals
• Provide a WOW experience to prospective partners

What you bring to the team

• 13 years experience in a highvelocity underwriting and/or partner onboarding team
• Highly detailed and process oriented
• You like working fast and take pride in getting stuff done
• Passion about our partner experience as we are the first touchpoint with a new partner
• An adaptable mindset to change and try new things to improve our efficiency. The only thing constant in our line of business is change.
• Youre a team player and enjoy working as a team to accomplish our goals

Compensation: The hourly range for this position is $2428/hour. The position is eligible for a variable incentive bonus in accordance with the terms of the applicable plan. In addition were proud to offer a range of competitive benefits.

Why Mosaic

As a customer focused and driventowin organization there are many exciting reasons to join the Mosaic team. Mosaic has a dynamic fastpaced and entrepreneurial environment which requires a professional flexible selfstarter attitude. We believe in hiring talented and driven individuals and cultivating a culture of collaboration and appreciation.

Benefit Highlights:

• Robust Health Dental and Vision Plans
• Generous paid time off
• 401k Match
• Lifestyle Spending accounts for professional wellness
• Mental Health: Headspace subscription online therapy sessions
• and more!

Timeline: We are accepting applications until May 13th 2025 or until the role is filled. We encourage interested and qualified candidates to apply as soon as possible.

We are an equal opportunity employer and value diversity of backgrounds perspectives and experience. Mosaics vision is 100 clean energy for all. In order to reach that vision we believe we must build a diverse company where everyone is treated fairly and feels included. In turn in accordance with Mosaics equal employment opportunity policy we do not discriminate on the basis of race religion color national origin caste gender identity or expression sexual orientation age marital status veteran status disability status or any legally protected status.

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