Account Setup Coordinator

Russell Tobin • Minneapolis, MN

2h • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

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.

Benefits

• comprehensive healthcare coverage (medical, dental, and vision plans)
• supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
• 401(k)-retirement savings
• life & disability insurance
• an employee assistance program
• legal support
• auto, home insurance
• pet insurance
• employee discounts with preferred vendors

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED