Lien & Doc Specialist I
Required skills
- High School diploma
- GED
- Microsoft Word
- Microsoft Excel
- customer service mindset
- communication skills
- basic math skills
Nice to have
- Associate’s degree
- accounting
Role summary
Apogee Services Inc. is seeking a Lien & Documentation Specialist I to facilitate sending preliminary notices of lien rights and track project payment progress. This role involves reviewing, marking up, and sending lien waivers, as well as assisting with new customer account onboarding by pulling and reviewing credit information. The specialist will also prepare export documentation and process credit reference requests, requiring good organizational and communication skills, proficiency in Microsoft Word and Excel, and a customer service mindset.
Position Summary
The Construction Risk Documentation Specialist will obtain information on customer construction projects to facilitate in sending preliminary notices of lien rights. The Specialist will track projects payment progress and apply the information to review, mark up, send for legal review and provide lien waivers to customers as requested or needed. They will also assist in onboarding new customer accounts, including pulling and reviewing credit information as well as making recommendations.
Responsibilities
- Collect and process Project Information Sheets
- Review project tracking reports
- Collect and process Lien Waivers
- Process Credit application requests
- Prepare Export documentation
- Process Credit reference requests.
- Other duties as assigned.
Education & Experience
Required:
- Good organizational and communication skills; both oral and written. High School diploma or equivalent GED required
- Good organizational and communication skills; both oral and written.
- Working knowledge and familiarity with Microsoft Word and Excel.
- Ability to read, write and understand work instructions.
- Possesses basic math skills.
- Ability to work with a customer service mindset.
Preferred:
- Associate’s degree in accounting or related field.
Pay Range
$19.00 - $22.00/hour
#LI-TV1
Our Benefits
We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team.
Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
Incentive Plans
401(k) with employer contribution and match
Employee Stock Purchase Plan with employer match
Paid Time Off (Vacation and Sick Time)
Paid Holidays
Tuition Reimbursement Program
Employee Assistance Program (EAP)
Wellness Program
Training and Career Progression
Apogee and our brands are an Equal Opportunity Employer.
