Construction Risk Documentation Specialist

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with employer match

Employee stock purchase plan

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Apogee Services Inc. seeks a Lien and Doc Specialist to obtain project data, send preliminary lien notices, and track payment progress. You will review, markup, and send for legal review, and provide lien waivers to customers as needed.

You will also assist onboarding new accounts by pulling and reviewing credit information and making recommendations. Responsibilities include processing Project Information Sheets, credit applications, export docs, and reference checks, with other duties as

Qualifications

• Good organizational and communication skills; both oral and written.
• High School diploma or equivalent GED required.
• Working knowledge of Microsoft Word and Excel.
• Ability to read, write and understand work instructions.
• Possesses basic math skills.
• Ability to work with a 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

Communication skills

Organizational skills

Customer service mindset

MS Word

MS Excel

Basic math

Education

High School diploma or GED

Associate’s degree in accounting

Job description

Apogee Services Inc.

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 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.
• 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

Our Benefits

• 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.