Lead Regional Coordinator

Haag, a Salas O'Brien CompanyFlower Mound, TX
Hybrid

About The Position

Haag, a Salas O’Brien company, is seeking a Regional Lead Coordinator. This role manages administrative support for a designated region and provides mentoring and training to Regional Coordinators. The position ensures consistent scheduling, communication, and office support while serving as the primary point of contact for regional administrative needs. Experts and Regional Coordinators, including the Lead Regional Coordinator, work together as a team to provide the best internal and external customer experience on projects. The Lead Regional Coordinator has reduced expert support of two or three billable experts.

Requirements

  • Minimum 5 years in an administrative role including leading teams.
  • High school diploma or equivalent required.
  • Ability to communicate orally or in written form effectively with employees and clients.
  • Builds and maintains positive and cooperative working relationships.
  • Maintains enthusiasm and a sense of urgency towards work.
  • Accepts and adjusts to changes in work priorities willingly and efficiently.
  • Strong grammar and proof-reading skills.
  • Demonstrates strong attention to detail.
  • Ability to work the number of assigned hours.
  • Possesses strong critical thinking skills and is willing to go above and beyond to get the job done.
  • Basic computer skills including Microsoft Office, Word, Excel, PowerPoint and Adobe Acrobat.

Nice To Haves

  • Associate’s Degree or some college preferred.

Responsibilities

  • Organize and lead workload distribution in consultation with the Regional Team Lead.
  • Monitor the Job Assignment Tool and assign projects as directed.
  • Review and confirm the backlog of experts within the region.
  • Complete the opening of assignments or delegate completion of opening of projects in conjunction with workload distribution.
  • Assist experts in scheduling/logistics for inspections and meetings.
  • Assist experts in providing budgets with proper verbiage per contract and recording/documenting approvals properly.
  • Record/document budget increases properly when approved by client.
  • Coordinate communication between various experts on a project team.
  • Coordinate and order outside services as requested by an expert (Aerial diagrams, equipment, other contractors including ladder assist, etc.).
  • Guide reports, estimates, and other deliverables through the review process.
  • Assemble reports, estimates, and other deliverables into final format and obtain signature(s) from expert(s).
  • Transmit final reports, estimates, and other deliverables to clients.
  • Monitor and assist in maintaining compliance on projects including providing written communication confirming calls were made to meet assignment requirements.
  • Assist and respond to inquiries on projects including preparation of electronic files to be shared with clients.
  • Provide excellent customer service when problems arise and escalate to the Regional Team Lead when needed.
  • Complete regular invoicing.
  • Assist with the maintenance of electronic files including filing emails/communication in project folders.
  • Maintain accurate records in internal ERP and scheduling systems (including but not limited to Date of Inspection, Report Promised Date, Report Sent Date, etc.).
  • Maintain accurate records in external programs for specific client requirements (Xactanalysis, AlacNet/Cattrax, Corelogic, Slide/Align, etc.).
  • Be knowledgeable in Haag procedures and contractual agreements, where to locate that information, and how to use it.
  • Assist in providing mentoring and training to Regional Coordinators within the region, ensuring adherence to company standards.
  • Oversee administrative activities within the region.
  • Act as a liaison between the regional team and the Administrative Manager.
  • Implement process improvements for regional administrative efficiency.
  • Prepare regional administrative performance reports.
  • Monitor compliance in all systems.
  • Handle urgent scheduling or travel needs.
  • Process write-off requests from experts within the region and send to the Regional Team Lead for review and approval.
  • Identify need for upcoming positions with the Administrative Manager.
  • Participate in the hiring process for staff in their region.

Benefits

  • Discretionary yearly bonus based on individual and company performance.
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and company holidays
  • Wellness programs and employee assistance resources
  • Professional development and career growth opportunities
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