Account Associate

Account Associate

Location: Minneapolis, MN

Pay Rate: $20.00 - $22.00/hour

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

Type: Contract-to-Hire (9 Months)

About the Opportunity

A leading financial services organization is seeking an Account Associate to join its growing team in Minneapolis. This position offers an excellent opportunity for individuals with financial services, mortgage, banking, or professional customer service experience who enjoy working in a fast-paced, client-focused environment.

The ideal candidate will be highly organized, detail-oriented, and comfortable managing client communications, reporting, account administration, and document review processes.

Key Responsibilities

• Serve as a primary point of contact for clients and internal business partners.
• Communicate with clients via phone and email to answer questions and resolve issues.
• Support relationship management activities and maintain assigned client accounts.
• Perform account setup, maintenance, and ongoing administration in accordance with company policies and industry regulations.
• Generate, review, and analyze reports using Microsoft Excel, including VLOOKUPs and Pivot Tables.
• Review financial and mortgage-related documentation to ensure accuracy and compliance with established requirements.
• Research account discrepancies and assist with issue resolution.
• Prepare certifications, trust receipts, and other sensitive business correspondence.
• Collaborate with internal departments and external vendors to support client needs.
• Assist with projects and process improvement initiatives as assigned.

Required Qualifications

• 2+ years of experience in financial services, banking, mortgage operations, or professional customer service; OR
• Bachelor's degree in lieu of experience.
• At least 6 months of experience using Microsoft Office applications, including Excel.
• Experience working with Excel functions such as VLOOKUPs and Pivot Tables.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational abilities.

Preferred Qualifications

• Experience in the mortgage industry.
• Experience reviewing mortgage or financial documents.
• Knowledge of collateral or document management processes.

Work Environment

• Professional office environment with a business casual dress code.
• Cubicle-based workspace.
• In-office training during onboarding period.
• Hybrid work schedule available after successful training and demonstrated performance.
• Supportive team culture with opportunities for professional growth and career advancement.

Benefits Upon Conversion

• Medical, dental, and vision coverage.
• 401(k) with company match.
• Flexible spending accounts (healthcare and dependent care).
• Paid parental leave.
• Short-term and long-term disability coverage.
• Life insurance and supplemental life insurance options.
• Wellness-focused programs and work-life balance initiatives.

If you're looking to build a long-term career in financial services with strong growth potential and a collaborative team environment, we'd love to hear from you.