Account Associate

Account Associate (Mortgage Document Services)

Location: Minneapolis, MN

Schedule: First Shift (8:00 AM – 4:30 PM)

Pay Rate: $20–$22/hour

Employment Type: Contract-to-Hire

About the Opportunity

A well-established financial services organization is seeking an Account Associate to join its client services team. This role is ideal for professionals who enjoy building relationships, working with detailed documentation, and providing exceptional customer service in a fast-paced environment.

The Account Associate will support client accounts, prepare reports, maintain documentation, and collaborate with internal teams to ensure client needs are met accurately and efficiently.

Key Responsibilities

• Serve as a primary point of contact for assigned clients and internal business partners.
• Communicate with clients daily via phone and email to answer questions and resolve issues.
• Support account setup, maintenance, and ongoing administrative activities.
• Generate and analyze reports using Microsoft Excel, including data validation and status tracking.
• Review and maintain document files to ensure compliance with client and company requirements.
• Research and assist with issue resolution and account-related inquiries.
• Prepare certifications, receipts, and other confidential business correspondence.
• Partner with internal departments and third-party vendors to meet client expectations.
• Assist with special projects and process improvement initiatives.

Required Qualifications

• 2+ years of experience in financial services, banking, insurance, mortgage operations, or a professional customer service environment; or
• Bachelor's degree in lieu of professional experience.
• At least 6 months of experience using Microsoft Office products, including:
  • Excel
  • VLOOKUPs
  • Pivot Tables
  • Outlook
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities while maintaining accuracy.

Preferred Qualifications

• Experience in the mortgage industry.
• Experience reviewing, processing, or managing mortgage-related documentation.
• Exposure to financial services operations or document management processes.

Why Apply?

• Collaborative and supportive team environment.
• Opportunities for long-term career growth and advancement.
• Exposure to diverse client interactions and business projects.
• Flexible work arrangement with hybrid opportunities available after successful training and performance demonstration.
• Professional, business-casual workplace culture focused on employee development and wellbeing.

#centralpriority26

This is a Contract to Hire position based out of Minneapolis, MN.

The pay range for this position is $22.00 - $22.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Minneapolis,MN.

This position is anticipated to close on Aug 5, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.