Account Setup Coordinator
Job Summary
To support the onboarding process, the full-time remote Account Setup Coordinator will manage the accurate configuration and activation of client accounts within the company's proprietary system, ensuring compliance with internal protocols and client specifications.
Key responsibilities
- Set up and activate new client accounts and additional product configurations based on client needs
- Configure sub-accounts and loan officer accounts with appropriate permissions and features
- Coordinate with internal departments to validate access levels and ensure data accuracy
Required qualifications
- High School diploma or equivalent required
- 1-3 years of relevant customer service or administrative experience
- Prior experience with account setup or data entry preferred
- Experience in a technical or software-enabled environment is a plus
- Demonstrated ability to learn and work within proprietary systems
Complete Job Description
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