Trade Partner Prequalification Coordinator

Sachse Careers•Detroit, MI

23h

About The Position

The Trade Partner Prequalification Coordinator coordinates the prequalification process for current and prospective trade partners. The role ensures applications are complete, routed to the appropriate internal departments, reviewed according to established guidelines, and followed up on to address deficiencies or outstanding requirements. It is primarily a coordination and communication position, serving as a key link between Risk Management, Preconstruction, Accounting/Finance, and other departments involved in evaluating trade partners. Entry-level accounting knowledge is preferred because the role includes reviewing financial information and documentation; extensive accounting experience is not required. The coordinator tracks applications from submission through approval, manages renewals and qualification records, communicates requirements and status to trade partners and internal stakeholders, and prepares reports and tracking tools for the Risk Manager. The role also supports an efficient, consistent, and well-documented prequalification process while handling sensitive financial and business information confidentially. Sachse Construction, founded in 1991 and headquartered in Detroit, builds commercial, retail, multifamily, and institutional spaces. The company describes its values as integrity, quality, reliability, doing the right thing, pursuing excellence, and providing exceptional customer service. It offers team members benefits and perks including unlimited PTO, role-specific training and mentoring, a wellness program, philanthropic activities, weekly professional massages, and financial lunch-and-learns.

Requirements

Entry-level accounting knowledge, including the ability to understand basic financial statements and financial terminology.
Strong organizational and time-management skills.
Excellent written and verbal communication skills.
Strong attention to detail and accuracy.
Ability to manage multiple applications, deadlines, and follow-up items simultaneously.
Ability to work effectively with multiple departments and personalities.
Strong follow-through and a proactive approach to resolving outstanding issues.
Proficiency with Microsoft Office, particularly Excel and Outlook.
Ability to handle confidential financial and business information professionally.

Nice To Haves

Entry-level accounting background; extensive accounting experience is not required.

Responsibilities

Coordinate prequalification for new and existing trade partners in accordance with company policies and guidelines.
Review applications for completeness and identify missing or deficient information.
Route applications and supporting documentation to appropriate internal departments for review and approval.
Track applications from initial submission through final approval.
Follow up with trade partners and internal departments about outstanding items, questions, and deficiencies.
Maintain accurate, current records of trade partner qualification status.
Monitor expiration dates for financial information, insurance certificates, licenses, bonds, and other required documentation.
Coordinate periodic renewals and requalification of existing trade partners.
Escalate significant deficiencies, concerns, or delays to the Risk Manager.
Coordinate between Risk Management, Preconstruction, Accounting/Finance, and other departments involved in qualification.
Communicate application status and outstanding requirements to internal stakeholders and ensure reviews progress in a timely manner.
Maintain understanding of prequalification requirements and workflow, and assist in maintaining an efficient, consistent, well-documented process.
Communicate application requirements, missing documentation, deficiencies, and follow-up items to trade partners; answer questions and guide them through the process.
Build positive working relationships with trade partner contacts while maintaining company qualification standards, and provide timely reminders and follow-ups.
Review basic trade partner financial information and supporting documents for completeness and consistency.
Collect and organize financial statements, credit and banking information, bonding information, insurance documentation, licenses, safety information, and other required records.
Identify obvious inconsistencies or missing information and coordinate questions with the appropriate internal department.
Maintain confidentiality of sensitive financial and business information.
Maintain accurate electronic files and records for all trade partners.
Prepare periodic reports for the Risk Manager on applications, deficiencies, approvals, expiring or expired qualifications, and other requested metrics.
Assist with developing and maintaining dashboards, tracking reports, and workflow tools.
Identify opportunities to improve efficiency, communication, and accountability in the prequalification process.