Account Associate

Position Overview We are seeking a detail-oriented Account Associate to support mortgage document custody operations and client relationship management. This role will serve as a key point of contact for external clients and internal partners, ensuring accurate reporting, file review, and account administration. Key Responsibilities Serve as a primary point of contact for clients via phone and email Support Relationship Managers with client account management and issue resolution Generate and analyze reports using Excel (VLOOKUPs, pivot tables) Review mortgage and collateral files to ensure compliance before storage Handle account setup, maintenance, and documentation in accordance with policies Research and resolve client inquiries and discrepancies Prepare certifications, trust receipts, and sensitive correspondence Collaborate with internal teams and external vendors Assist with ongoing projects and process improvements Required Qualifications 2+ years of experience in financial services or professional customer service (or bachelor’s degree in lieu of experience) At least 6 months of experience using Microsoft Excel (VLOOKUPs and pivot tables required) Strong communication skills (written and verbal) High attention to detail and organizational skills Preferred Qualifications Experience in the mortgage industry or working with mortgage documents Familiarity with financial reporting and account management processes Pay and Benefits Pay rate: $20-22/hour. Initial onsite training, with opportunity to transition to hybrid schedule Business casual office setting (cubicle environment) Collaborative, team-oriented culture with strong leadership support Opportunities for career growth and development Medical, dental and vision coverage Critical illness, accident and hospital coverage 401(k) retirement plan – pre‑tax and Roth post‑tax contributions available Life insurance (voluntary life & AD&D for employee and dependents) Short and long‑term disability coverage Health spending account (HSA) Transportation benefits Employee assistance program Paid time off (vacation or sick leave) Job Type and Location This is a Contract to Hire position based out of Minneapolis, MN. Application Deadline This position is anticipated to close on Jun3,2026. Equal Employment Opportunity Statement The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. #J-18808-Ljbffr