Construction Risk Documentation Specialist

Apogee Services Inc.; Owatonna (MN); On-site; USD 26,174 - 30,307; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

401(k) with match

Paid time off

Job summary

Apogee Services Inc. is seeking a Lien and Doc Specialist in Minnesota to obtain information on customer construction projects and manage lien rights, waivers, and related credit processes.

The role supports onboarding new accounts and reviews credit information as needed. The position involves collecting project data, processing lien documents, and coordinating with teams for legal review and customer communication.

Qualifications

• High School diploma or GED.
• Good organizational and communication skills, both oral and written.
• Familiar with Microsoft Word and Excel.
• Ability to read, write and understand work instructions.
• Possesses basic math skills.
• Customer service mindset.

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.

Skills

Organizational skills

Communication skills

Reading and writing instructions

Customer service mindset

Numerical skills

Education

High School diploma or GED

Associate’s degree in accounting

Tools

Microsoft Word

Microsoft Excel

Job description

Position Summary

The Lien and Doc Specialist will obtain information on customer construction projects to facilitate sending preliminary notices of lien rights. The Specialist will track project 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

• High School diploma or equivalent GED
• 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 per hour

Benefits

• Medical, Dental, Vision, Life, Disability insurance for employees and dependents
• 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

Equal Opportunity Employer

Apogee and our brands are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other characteristic protected by state or federal law.