Account Setup Coordinator

Xactus; Broomall (PA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Equipment provided

Job summary

Xactus is seeking an Account Setup Coordinator to accurately configure and activate client accounts in our proprietary system. You will handle onboarding and post-onboarding tasks, including products, sub-accounts, and loan officer accounts, following strict procedures to ensure data accuracy and client satisfaction.

This full-time remote role runs Monday–Friday, 9:00am–5:30pm EST, with equipment provided. You will collaborate with multiple departments and continuously learn system enhancements.

Qualifications

• Must have strong written and verbal communication.
• Customer service and interpersonal abilities required.
• Attention to detail and data integrity are essential.

Responsibilities

• Set up and activate new client accounts in the system on onboarding.
• Configure product configurations and sub-accounts per client needs.
• Manage vendor codes and access levels per procedures.
• Review setup accuracy before activation and document changes.
• Coordinate with internal teams to validate access and requirements.
• Maintain data accuracy and compliance in configurations and records.

Skills

Communication skills

Customer service

Multitasking

Integrity

Attention to detail

Teamwork

Tech savviness

Proactiveness

Independent work

Education

High school diploma

1–3 years experience

Account setup / data entry

Technical/software exposure

Learn proprietary systems

Tools

Xactus360/BackOffice

CRM tools (FreshDesk, CPQ, Jotform, JIRA)

Access management systems

Microsoft Office (Outlook, Excel, Word, Teams)

Job description

Who We Are

Xactus (pronounced ‘Zac-tus’) is the leading verification innovator for the mortgage industry. We have over 10,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Xactus works closely with our clients to digitally integrate a 360° approach to verification across their workflows. As a result, lenders can easily access the technology necessary to meet consumer demands for a modern mortgage experience with industry-leading speed, reliability, and accuracy – while also closing more loans more quickly with greater profitability.

Who We Are

Xactus (pronounced ‘Zac-tus’) is the leading verification innovator for the mortgage industry. We have over 10,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Xactus works closely with our clients to digitally integrate a 360° approach to verification across their workflows. As a result, lenders can easily access the technology necessary to meet consumer demands for a modern mortgage experience with industry-leading speed, reliability, and accuracy – while also closing more loans more quickly with greater profitability.

Xactus is proud to provide a friendly work environment that is primarily remote. Our workforce provides many opportunities for you to enhance your skills with our top-notch financial leadership team who prioritizes building talent. If you are curious and searching for a change that will be fun and rewarding, please reach out to us! We would love to have you on our team!

Who You Are

You are a career-minded, driven individual who is looking for a position that challenges you and supports your professional development.

The Benefits We Offer

A friendly, supportive environment which is highly rated by Xactus employees. Feedback from our employees says: “The people I work with treat each other with respect,” “I feel accepted by my coworkers,” and “The person I report to cares about me as a person.”

Xactus offers medical, vision and dental insurances, bonus programs, fitness reimbursement and other healthy life-style programs through our benefits carrier, 401k plan with a company match, short and long-term disability, life insurance, accident and critical illness insurance, health savings account, flexible spending account, employee assistance program, legal services, employee discounts and more.

Summary

Xactus is seeking an Account Setup Coordinator who will be responsible for the accurate and timely configuration and activation of client accounts and associated features within the company’s proprietary system. This role supports both initial onboarding and post-onboarding activities, including the addition of new products, sub-accounts, and loan officer accounts. The Coordinator will follow established procedures to set up vendor-level subscriber codes and ensure access is granted in compliance with internal protocols and client specifications. The position requires strong attention to detail, system navigation skills, and a commitment to maintaining data accuracy and service excellence.

This is a full-time remote/work-from-home position. Monday - Friday, 9:00am - 5:30pm EST.

Equipment will be provided.

Essential Functions

The following is a list of essential functions, which is subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function based on business needs or at its sole discretion.

Essential Duties And Responsibilities

• Set up and activate new client accounts in the proprietary system upon onboarding.
• Add additional product configurations based on client needs or updates.
• Configure sub-accounts, branch accounts and loan officer accounts with appropriate permissions and features.
• Create and assign vendor-level subscriber codes while following procedural requirements.
• Review and confirm setup accuracy prior to activation.
• Coordinate with internal departments to validate access levels and client requirements.
• Ensure compliance with setup standards, data integrity, and procedural guidelines.
• Provide updates to internal stakeholders on the status of setup tasks.
• Document work clearly within internal systems and update client profiles accordingly.
• Participate in ongoing training to stay current on system enhancements and product offerings.

Tools And Access

• Xactus360/BackOffice
• Internal CRM and communication tools (e.g., FreshDesk, CPQ, Jotform JIRA)
• Secure access management systems for subscriber code setup
• Microsoft Office Suite (Outlook, Excel, Word, Teams)

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/Or Experience

• High School diploma or equivalent required
• 1–3 years of relevant customer service or administrative experience
• Prior experience with account setup or data entry preferred
• Experience working in a technical or software-enabled environment is a plus
• Demonstrated ability to learn and work within proprietary systems

Skills And Competentcies

• Strong written and verbal communication skills
• Strong customer service and interpersonal abilities
• Ability to manage and prioritize multiple tasks effectively
• High level of trustworthiness and integrity
• Detail-oriented with strong problem-solving skills
• Works effectively in a collaborative team environment
• Comfortable using and learning technology platforms
• Self-motivated and proactive with a positive attitude
• Capable of working independently with minimal supervision

Working Conditions

• Remote/work-from-home position.
• High-speed internet is required (50 mbps minimum).
• Distraction-free work environment.
• May require flexibility in hours.

Physical Demands

Xactus promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact your supervisor with questions regarding the physical demands of this position.

• Lifting/carrying up to 10 lbs.
• Manual dexterity for computer work.
• Speaking, hearing and vision are required to perform essential functions.

Additional Information Regarding Employment With Xactus

If applying for a position at Xactus, candidates must be a resident of the United States, and should be authorized and eligible for employment in the United States. Xactus does not provide visa sponsorship at this time.

If hired to work at Xactus, employment is contingent upon successful completion of required background checks and pre-employment drug screening.

No agency submissions, please. We do not accept unsolicited resumes from third-party recruiters.