Account Setup Coordinator

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.