Join Northpoint Commercial Finance as an Onboarding Analyst, focusing on customer onboarding and KYC in a hybrid work model. This role involves direct client engagement and regulatory documentation oversight.
As an Analyst, you will develop key skills in the allocation of commercial financing and provide critical support to Account Executives. Your expertise in KYC and business analytics will facilitate client transactions, ensuring a smooth onboarding process while adhering to compliance standards. You'll work closely with multiple teams, enhancing your operational and financial analysis skills.
Key Responsibilities:
• Manage customer onboarding and KYC documentation
• Engage directly with clients and vendor partners
• Analyze onboarding metrics and performance reports
• Track compliance with KYC and AML standards
• Recommend process improvements for efficiency
Requirements:
• Bachelor’s degree preferred
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