CMG Financial ยท 1 day ago
Onboarding Specialist
United States
Full-time
Remote
Mid Level
$55K/yr - $60K/yr
3+ years expCMG Financial is a company that focuses on providing comprehensive financial solutions, and they are seeking an Onboarding Specialist to manage the onboarding processes for new employees. The role involves coordinating with various departments to ensure new hires have everything they need for their first day and providing ongoing support throughout the onboarding period.
BankingMortgage
Responsibilities
The Onboarding Specialist manages and coordinates with all aspects of the onboarding process and acts as the initial point of contact for new employees
Coordinate with all departments of CMG and all levels of management to ensure that new employees have what they need for day 1 (i.e.: equipment, email accounts, log in and systems credentials, welcome swag bag, business cards, etc.)
Follow up on status of all ordered items, update the appropriate tracking log and notify the new employee and their hiring manager of all information as it becomes available
Proactively manage the incoming new employee lists to hit target dates and ensure deliverables arrive ahead of schedule
Coordinate and confirm the scheduling of training with the Training Department
Manage the timed follow ups and surveys of new employees and monitor progress at various check in points through the first 90 days of employment
Maintain various tracking logs on an active basis and follow up on pending details
Works closely with the several corporate departments as well as the RED Team, Branch Development and Corporate Operations on any operational needs in preparation of start dates
Partner with and support the RED Team by working to resolve incoming requests pertaining to new employees
Perform various system set ups for new employees and be able to respond to basic inquiries regarding those systems
Work on new and existing projects assigned by management
Provide extraordinary customer service and immediate support to the new employees
Qualification
Required
3+ years of previous Onboarding Experience required
Proficient in Microsoft suite of products; Outlook, Word, Excel, PowerPoint etc
Excellent communication skills both written and verbal
High level of integrity and confidentiality required
Strong organizational and time-management skills
Analytical problem solver and self-starter
Strong technical knowledge in the use of software applications, databases, spreadsheets
Acute attention to detail and ability to work on complex projects with general direction and minimal guidance
Ability and flexibility to work in a fast-paced fluid environment with a diversity of individuals at all organizational levels
High level of professionalism, and excellent time management and organizational ability
Preferred
Previous HR, administrative support or customer service experience preferred
Company
CMG Financial
CMG Financial is a well-capitalized, privately held mortgage-banking firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Paula White
Senior Vice President and Senior Loan Officer
Christopher George
President
Recent News
2025-12-09
2025-12-02
2025-11-04
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