virtual vocationsNew York, NY
Account Setup Coordinator
Account Setup Coordinator
Account Setup Coordinator
virtual vocationsNew York, NY
8 days ago
Other Activities Related to Credit IntermediationMortgage and Nonmortgage Loan BrokersInternational, Secondary Market, and All Other Nondepository Credit Intermediation
Apply for this role →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
Also on the board Same function, level within a rung
Level
Mid
Location
New York, NY
Occupation
New Accounts Clerks
Industry
Other Activities Related to Credit Intermediation
Posted
8 days ago