Commercial Account Coordinator

Mortgage Contracting Services

12d

About The Position

The Account Coordinator role reports to the Account Operations Manager (AOM) and provides account assistance to ensure the successful completion of work orders for both clients and vendors.

Requirements

Ability to comprehend and interpret instructions, short correspondence, and ask clarifying questions to ensure understanding.
Ability to create daily/weekly reports and correspondence.
Ability to respond to common inquiries or questions from vendors, clients, co-workers, and/or supervisor.
Ability to understand and carry out general instructions in standard situations.
Ability to solve problems in standard situations.
Ability to follow processes and procedures.
Requires basic analytical skills.
Experienced in Microsoft Office Suite (Outlook, Excel, PPT)
Experience in other systems that MCS uses to include Salesforce, Corrigo, Monday.com, etc.
High School Diploma or equivalent work experience in a similar environment
2+ years of experience in sales or customer service

Responsibilities

Compare service agreements to contract to ensure new accounts are setup and service cadence is correct
Creates vendor profiles and checks accuracy on completed paperwork submitted by vendors
Trains vendors on work order and billing procedures
Communicate work orders to vendors and assist AOM in resolving issues
Monitor, update and close out work orders accordingly based on SLA - notify AOM if any requirements are missing
Track invoice submissions and ensures proper coding by vendor
Provide reports or reports out on open and closed work orders and checks status with the appropriate vendor
Ensure internal records (CRM, documents, spreadsheets, files, drives) are up-to-date and organized
Effectively communicate with all levels of MCS management accordingly
Assist with process and procedure training
Other duties may be assigned as role evolves based on the needs of the business