Account Setup Coordinator

L4

virtual vocationsNew York, NY8 days ago
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
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Apply now

Level

MidL4

Location

New York, NY

Occupation

New Accounts Clerks

Industry

Other Activities Related to Credit Intermediation

Posted

8 days ago

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