Account Setup Coordinator
Posted 7 days ago
pride globalMinneapolis (MN)
Office Clerks, GeneralOther Activities Related to Credit Intermediation
SENIORITY
Junior
About the role
Account Setup Coordinator We are seeking an Account Setup Coordinator to support a high-volume, back-office account and product setup operation in Minneapolis.
This position is primarily focused on data entry, data validation, Excel file processing, and completing a high volume of requests accurately and efficiently. The role is not customer-facing and does not require direct interaction with clients.
The successful candidate will work independently to process assigned requests, manage a queue of work, identify discrepancies or missing information, and ensure requests are completed accurately within required timelines.
Key Responsibilities Process a high volume of account/product setup requests.
Perform accurate manual data entry into internal processing systems.
Review and validate information before processing.
Upload and process Excel files through internal tools.
Identify missing, conflicting, or inaccurate information and take appropriate action.
Review documentation and data for completeness and accuracy.
Manage a daily queue of requests and prioritize work effectively.
Complete assigned work within daily deadlines.
Maintain a high level of accuracy while working at a consistent pace.
Use critical thinking to understand discrepancies and determine appropriate next steps.
Troubleshoot routine processing issues and resolve data-related problems.
Work independently after completing training.
Follow established procedures, controls, and processing requirements.
Required Qualifications High School Diploma or equivalent.
Previous data entry or data processing experience.
Intermediate-level Microsoft Excel skills.
Strong attention to detail and accuracy.
Ability to work with a high volume of requests.
Ability to manage and prioritize a queue of work.
Strong organizational and time-management skills.
Ability to work independently and meet daily productivity expectations.
Strong problem-solving and critical-thinking abilities.
Preferred Qualifications Banking or financial services experience.
Mortgage processing experience.
Claims processing experience.
Experience in banking operations or back-office operations.
Experience working with large Excel files or data uploads.
Previous experience in a high-volume transaction processing environment.
Ideal Backgrounds Candidates with experience as a:
Data Entry Specialist/Clerk
Processing Specialist
Claims Processor
Mortgage Processor
Banking Operations Specialist
Financial Services Operations Associate
Transaction Processor
Back-Office Operations Specialist
Administrative/Data Processing Specialist
Work Environment & Schedule First 24 weeks: Training will be conducted fully onsite.
After training: Mandatory 3 days onsite per week, Tuesday through Thursday.
The remaining workdays will be remote, subject to team/manager expectations.
The position is not customer-facing and primarily supports internal back-office operations.
No regular overtime is required.
Optional overtime may be available during periods of high workload.
Nearby parking is available but is paid for by the contractor.
Public transportation is available.
Important Considerations This is a high-volume processing role. The ideal candidate should be comfortable performing repetitive data-entry and validation tasks while maintaining a high level of accuracy.
Success in this role requires the ability to balance speed, accuracy, attention to detail, and productivity while independently working through a queue of requests.
There may be an opportunity for conversion or placement into another area of the organization following the contract; however, conversion is not guaranteed.
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