Remote Onboarding Ops Specialist - ROBS & Retirement Plans

Posted yesterday

benetrendsLansdale (PA)

Business Operations Specialists, All Other Mortgage and Nonmortgage Loan Brokers

SENIORITY

Senior

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About the role

Benetrends Financial is looking for a highly organized Onboarding Operations Specialist to support the ROBS onboarding process. This fully remote position requires strong attention to detail and the ability to manage client communications and documentation efficiently. The ideal candidate will play a pivotal role in ensuring compliance and delivering a smooth onboarding experience, involving stock issuance and SBA lender requirements. Competitive compensation and a collaborative team environment are offered.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.